Kovitz Investment Group Partners, LLC Ishares Tr Core Growth Allocat Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 311,620 shares of AOR stock, worth $18.4 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
311,620
Previous 305,817
1.9%
Holding current value
$18.4 Million
Previous $17.2 Million
7.18%
% of portfolio
0.12%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
367Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$95.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.6 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.5 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$34.2 Million0.0% of portfolio
-
Aspiriant, LLC444KShares$26.3 Million1.01% of portfolio