Insight Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History
Insight Wealth Partners, LLC
- $630 Million
- Q2 2025
A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 3,502 shares of AOR stock, worth $225,073. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,502
Previous 3,502
-0.0%
Holding current value
$225,073
Previous $201,000
6.97%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding AOR
# of Institutions
415Shares 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