Fermata Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Fermata Advisors, LLC holds 3,615 shares of AOR stock, worth $211,694. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,615
Previous 3,615
-0.0%
Holding current value
$211,694
Previous $214,000
3.27%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
378Shares Held
16.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.07MShares$62.8 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.2 Million0.0% of portfolio
-
Richard Bernstein Advisors LLC655KShares$38.3 Million0.86% of portfolio
-
Mesirow Financial Investment Management, Inc.611KShares$35.8 Million0.73% of portfolio