Wealthspire Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Wealthspire Advisors, LLC
- $16.6 Billion
- Q1 2025
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 8,802 shares of AOR stock, worth $522,750. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,802
Previous 4,590
91.76%
Holding current value
$522,750
Previous $263,000
92.4%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
392Shares Held
16.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$96 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY679KShares$40.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC606KShares$36 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.603KShares$35.8 Million0.71% of portfolio
-
Morgan Stanley New York, NY535KShares$31.8 Million0.0% of portfolio