L.M. Kohn & Company Ishares Tr Core Growth Allocat Transaction History

L.M. Kohn & Company

$390 Million
Q3 2024

A detailed history of L.M. Kohn & Company transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, L.M. Kohn & Company holds 3,445 shares of AOR stock, worth $203,530. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,445

Holding current value

$203,530

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$55.15 - $59.31 $189,991 - $204,322	3,445 New	3,445 $204,000

Others Institutions Holding AOR

# of Institutions

367

Shares Held

14.4M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.62M
Shares

$95.5 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

687K
Shares

$40.6 Million
0.0% of portfolio
Mesirow Financial Investment Management, Inc.

601K
Shares

$35.5 Million
0.72% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$34.2 Million
0.0% of portfolio
Aspiriant, LLC

444K
Shares

$26.3 Million
1.01% of portfolio

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.

Account