Worth Asset Management, LLC Ishares Tr Core Growth Allocat Transaction History
Worth Asset Management, LLC
- $195 Million
- Q3 2025
A detailed history of Worth Asset Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Worth Asset Management, LLC holds 637,764 shares of AOR stock, worth $41 Million. This represents 21.03% of its overall portfolio holdings.
Number of Shares
637,764
Previous 381,062
67.36%
Holding current value
$41 Million
Previous $23.5 Million
75.01%
% of portfolio
21.03%
Previous 12.79%
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
418Shares Held
16.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$104 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY679KShares$43.6 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.594KShares$38.2 Million0.76% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$35.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$32.4 Million0.01% of portfolio