Lake Street Financial LLC Ishares Tr Core Growth Allocat Transaction History

Lake Street Financial LLC

$713 Million
Q1 2024

A detailed history of Lake Street Financial LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Lake Street Financial LLC holds 3,663 shares of AOR stock, worth $207,728. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,663

Holding current value

$207,728

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$52.25 - $55.68 $191,391 - $203,955	3,663 New	3,663 $203,000

Others Institutions Holding AOR

# of Institutions

337

Shares Held

14.4M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.57M
Shares

$89.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.22M
Shares

$69.2 Million
0.01% of portfolio
Global Assets Advisory, LLC Orlando, FL

1.19M
Shares

$67.6 Million
0.98% of portfolio
Mesirow Financial Investment Management, Inc.

620K
Shares

$35.1 Million
0.8% of portfolio
Aspiriant, LLC

415K
Shares

$23.5 Million
0.96% 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 Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.

Account

Lake Street Financial LLC Ishares Tr Core Growth Allocat Transaction History