Xml Financial, LLC Ishares Tr Core Growth Allocat Transaction History

Xml Financial, LLC

$1.13 Billion
Q2 2025

A detailed history of Xml Financial, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Xml Financial, LLC holds 6,218 shares of AOR stock, worth $399,630. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,218

Holding current value

$399,630

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	BUY	$53.36 - $61.57 $331,792 - $382,842	6,218 New	6,218 $382,000

Others Institutions Holding AOR

# of Institutions

414

Shares Held

16.9M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.62M
Shares

$104 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

679K
Shares

$43.6 Million
0.0% of portfolio
Worth Asset Management, LLC

638K
Shares

$41 Million
21.03% of portfolio
Mesirow Financial Investment Management, Inc.

594K
Shares

$38.2 Million
0.76% of portfolio
Bank Of America Corp Charlotte, NC

556K
Shares

$35.7 Million
0.0% 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 Xml Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xml Financial, LLC with notifications on news.

Account