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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$60.99 - $64.39 $15.7 Million - $16.5 Million
256,702 Added 67.36%
637,764 $41.1 Million
Q2 2025

Jul 10, 2025
BUY
$53.36 - $61.57 $20.3 Million - $23.5 Million
381,062 New
381,062 $23.5 Million
Q2 2023

Jul 11, 2023
BUY
$49.42 - $51.49 $125,477 - $130,733
2,539 Added 29.72%
11,083 $570,000
Q1 2023

Apr 12, 2023
BUY
$47.5 - $50.91 $405,840 - $434,975
8,544 New
8,544 $427,000

Others Institutions Holding AOR

# of Institutions
417
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

Follow Worth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email