Ellenbecker Investment Group Ishares Tr Core Growth Allocat Transaction History
Ellenbecker Investment Group
- $637 Million
- Q3 2025
A detailed history of Ellenbecker Investment Group transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Ellenbecker Investment Group holds 102,734 shares of AOR stock, worth $6.65 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
102,734
Previous 98,383
4.42%
Holding current value
$6.65 Million
Previous $6.06 Million
9.2%
% of portfolio
1.04%
Previous 1.04%
Shares
16 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