Brio Consultants, LLC Ishares Tr Core Growth Allocat Transaction History
Brio Consultants, LLC
- $706 Million
- Q3 2025
A detailed history of Brio Consultants, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Brio Consultants, LLC holds 11,847 shares of AOR stock, worth $766,619. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,847
Previous 11,748
0.84%
Holding current value
$766,619
Previous $723,000
5.39%
% of portfolio
0.11%
Previous 0.11%
Shares
7 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