Geo Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 2025
A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Geo Wealth Management, LLC holds 54,218 shares of AOR stock, worth $3.51 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
54,218
Previous 75,844
28.51%
Holding current value
$3.51 Million
Previous $4.67 Million
25.25%
% of portfolio
0.14%
Previous 0.19%
Shares
14 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