Jim Saulnier & Associates, LLC Ishares Tr Core Growth Allocat Transaction History
Jim Saulnier & Associates, LLC
- $147 Billion
- Q2 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 283,024 shares of AOR stock, worth $18.2 Million. This represents 11.88% of its overall portfolio holdings.
Number of Shares
283,024
Previous 245,927
15.08%
Holding current value
$18.2 Million
Previous $14.2 Billion
23.08%
% of portfolio
11.88%
Previous 11.02%
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
415Shares Held
16.7MCall 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