Legacy Financial Group LLC Ishares Tr Core Growth Allocat Transaction History
Legacy Financial Group LLC
- $591 Million
- Q2 2025
A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Legacy Financial Group LLC holds 23,397 shares of AOR stock, worth $1.51 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
23,397
Previous 23,290
0.46%
Holding current value
$1.51 Million
Previous $1.34 Million
7.62%
% of portfolio
0.24%
Previous 0.24%
Shares
18 transactions
Others Institutions Holding AOR
# of Institutions
439Shares Held
16.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$105 Million0.0% of portfolio
-
Worth Asset Management, LLC638KShares$41.3 Million21.03% of portfolio
-
Jpmorgan Chase & CO New York, NY608KShares$39.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC602KShares$39 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.573KShares$37.1 Million0.71% of portfolio