Blue Stem Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History
Blue Stem Wealth Partners, LLC
- $873 Billion
- Q3 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 69,392 shares of AOR stock, worth $4.49 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
69,392
Previous 68,995
0.58%
Holding current value
$4.49 Million
Previous $4.25 Billion
5.16%
% of portfolio
0.51%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
438Shares 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