Dakota Wealth Management Ishares Tr Core Growth Allocat Transaction History
Dakota Wealth Management
- $4.24 Billion
- Q4 2024
A detailed history of Dakota Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Dakota Wealth Management holds 82,687 shares of AOR stock, worth $4.83 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
82,687
Previous 85,549
3.35%
Holding current value
$4.83 Million
Previous $5.07 Million
6.47%
% of portfolio
0.11%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding AOR
# of Institutions
369Shares Held
14.5MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.1 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.1 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$33.8 Million0.0% of portfolio
-
Aspiriant, LLC427KShares$24.9 Million0.89% of portfolio