Brio Consultants, LLC Ishares Tr Core Growth Allocat Transaction History
Brio Consultants, LLC
- $636 Million
- Q4 2024
A detailed history of Brio Consultants, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Brio Consultants, LLC holds 9,668 shares of AOR stock, worth $566,158. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,668
Previous 8,299
16.5%
Holding current value
$566,158
Previous $491,000
12.83%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
370Shares Held
15MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.6 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.2 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.2 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.9 Million0.0% of portfolio
-
Aspiriant, LLC427KShares$25 Million0.89% of portfolio