Kiley Juergens Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History
Kiley Juergens Wealth Management, LLC
- $436 Million
- Q3 2025
Shares
	  4 transactions
	
  Others Institutions Holding AOR
# of Institutions
422Shares Held
16.8MCall 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