Dakota Wealth Management Ishares Tr Core Growth Allocat Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Dakota Wealth Management holds 62,098 shares of AOR stock, worth $3.99 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
62,098
Previous 82,090
24.35%
Holding current value
$3.99 Million
Previous $4.73 Million
19.09%
% of portfolio
0.08%
Previous 0.11%
Shares
8 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