Carret Asset Management, LLC Ishares Tr Core Growth Allocat Transaction History

Carret Asset Management, LLC

  • $911 Million
  • Q2 2025

A detailed history of Carret Asset Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Carret Asset Management, LLC holds 5,022 shares of AOR stock, worth $322,763. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,022
Previous 5,022 -0.0%
Holding current value
$322,763
Previous $289,000 6.92%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 25, 2023
SELL
$49.42 - $51.49 $74,130 - $77,235
-1,500 Reduced 23.0%
5,022 $258,000
Q1 2023

May 11, 2023
BUY
$47.5 - $50.91 $309,795 - $332,035
6,522 New
6,522 $326,000

Others Institutions Holding AOR

# of Institutions
419
Shares Held
17M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track Carret Asset Management, LLC Portfolio

Follow Carret Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carret Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carret Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email