Chesapeake Wealth Management Ishares Tr Core Growth Allocat Transaction History
Chesapeake Wealth Management
- $297 Million
- Q2 2025
A detailed history of Chesapeake Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Chesapeake Wealth Management holds 4,650 shares of AOR stock, worth $298,855. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,650
Previous 4,305
8.01%
Holding current value
$298,855
Previous $247,000
15.79%
% of portfolio
0.1%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding AOR
# of Institutions
414Shares Held
16.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$104 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY679KShares$43.6 Million0.0% of portfolio
-
Worth Asset Management, LLC638KShares$41 Million21.03% of portfolio
-
Mesirow Financial Investment Management, Inc.594KShares$38.2 Million0.76% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$35.7 Million0.0% of portfolio