Burt Wealth Advisors Ishares Tr Core Growth Allocat Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2025
A detailed history of Burt Wealth Advisors transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Burt Wealth Advisors holds 63,984 shares of AOR stock, worth $4.14 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
63,984
Previous 64,076
0.14%
Holding current value
$4.14 Million
Previous $3.95 Million
4.41%
% of portfolio
1.03%
Previous 0.92%
Shares
34 transactions
Others Institutions Holding AOR
# of Institutions
439Shares 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