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

L.M. Kohn & Company

$378 Million
Q4 2024

Shares

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

375

Shares Held

15.7M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

1.62M
Shares

$94.8 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

687K
Shares

$40.3 Million
0.0% of portfolio
Richard Bernstein Advisors LLC

655K
Shares

$38.4 Million
0.86% of portfolio
Mesirow Financial Investment Management, Inc.

601K
Shares

$35.3 Million
0.72% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$33.9 Million
0.0% of portfolio

About ISHARES TR CORE GROWTH ALLOCAT

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