Insight Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History
Insight Wealth Partners, LLC
- $692 Million
- Q3 2025
A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 3,467 shares of AOR stock, worth $224,349. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,467
Previous 3,502
1.0%
Holding current value
$224,349
Previous $215,000
3.72%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
450Shares Held
16.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$105 Million0.0% of portfolio
-
Worth Asset Management, LLC671KShares$43.4 Million20.5% 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