Carret Asset Management, LLC Ishares Tr Core Growth Allocat Transaction History

Carret Asset Management, LLC

  • $996 Million
  • Q3 2025

A detailed history of Carret Asset Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Carret Asset Management, LLC holds 4,897 shares of AOR stock, worth $316,884. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,897
Previous 5,022 2.49%
Holding current value
$316,884
Previous $309,000 1.94%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 13, 2025
SELL
$60.99 - $64.39 $7,623 - $8,048
-125 Reduced 2.49%
4,897 $315,000
Q2 2023

Jul 25, 2023
SELL
$49.42 - $51.49 $74,130 - $77,235
-1,500 Reduced 23.0%
5,022 $258,000
Q1 2023

May 11, 2023
BUY
$47.5 - $50.91 $309,795 - $332,035
6,522 New
6,522 $326,000

Others Institutions Holding AOR

# of Institutions
439
Shares Held
16.7M
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
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