Ima Wealth, Inc. Ishares Tr Core Growth Allocat Transaction History

Ima Wealth, Inc.

$829 Million
Q4 2024

A detailed history of Ima Wealth, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Ima Wealth, Inc. holds 34,502 shares of AOR stock, worth $2.05 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

34,502

Holding current value

$2.05 Million

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$57.32 - $59.66 $1.98 Million - $2.06 Million	34,502 New	34,502 $1.98 Million

Others Institutions Holding AOR

# of Institutions

386

Shares Held

19.7M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

2M
Shares

$119 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.62M
Shares

$95.8 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.07M
Shares

$63.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

847K
Shares

$50.2 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

682K
Shares

$40.4 Million
0.0% of portfolio

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account