Heirloom Wealth Management Ishares Tr Core Growth Allocat Transaction History
Heirloom Wealth Management
- $297 Million
- Q2 2024
A detailed history of Heirloom Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Heirloom Wealth Management holds 9,804 shares of AOR stock, worth $575,690. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,804
Previous 9,076
8.02%
Holding current value
$575,690
Previous $505,000
9.31%
% of portfolio
0.19%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding AOR
# of Institutions
360Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$67.6 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.612KShares$35.9 Million0.8% of portfolio
-
Aspiriant, LLC448KShares$26.3 Million1.03% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$23.6 Million0.01% of portfolio