Brio Consultants, LLC Ishares Tr Core Growth Allocat Transaction History
Brio Consultants, LLC
- $624 Million
- Q3 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 8,299 shares of AOR stock, worth $481,176. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,299
Previous 7,757
6.99%
Holding current value
$481,176
Previous $436,000
12.61%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding AOR
# of Institutions
366Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$93.7 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$39.8 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$34.9 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.5 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$25.8 Million1.01% of portfolio