Brio Consultants, LLC Ishares Tr Core Growth Allocat Transaction History

Brio Consultants, LLC

$591 Million
Q1 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 5,712 shares of AOR stock, worth $323,927. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,712

Holding current value

$323,927

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	BUY	$52.25 - $55.68 $298,452 - $318,044	5,712 New	5,712 $317,000

Others Institutions Holding AOR

# of Institutions

336

Shares Held

14.4M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.57M
Shares

$89.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.22M
Shares

$69.2 Million
0.01% of portfolio
Global Assets Advisory, LLC Orlando, FL

1.19M
Shares

$67.6 Million
0.98% of portfolio
Mesirow Financial Investment Management, Inc.

620K
Shares

$35.1 Million
0.8% of portfolio
Aspiriant, LLC

415K
Shares

$23.5 Million
0.96% of portfolio

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Brio Consultants, LLC Ishares Tr Core Growth Allocat Transaction History