Kovitz Investment Group Partners, LLC Ishares Tr Core Growth Allocat Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 293,944 shares of AOR stock, worth $19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

293,944

Previous 297,853 1.31%

Holding current value

$19 Million

Previous $18.3 Million 3.2%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$60.99 - $64.39 $238,409 - $251,700	-3,909 Reduced 1.31%	293,944 $18.9 Million
Q2 2025 Aug 14, 2025	SELL	$53.36 - $61.57 $221,283 - $255,330	-4,147 Reduced 1.37%	297,853 $18.3 Million
Q1 2025 May 13, 2025	SELL	$56.63 - $59.39 $505,309 - $529,936	-8,923 Reduced 2.87%	302,000 $17.4 Million
Q4 2024 Aug 25, 2025	BUY	$57.32 - $59.66 $749,172 - $779,756	13,070 Added 4.39%	310,923 $17.8 Million
Q4 2024 Feb 14, 2025	SELL	$57.32 - $59.66 $39,952 - $41,583	-697 Reduced 0.22%	310,923 $17.8 Million

Q3 2024 Nov 14, 2024	BUY	$55.15 - $59.31 $320,035 - $344,175	5,803 Added 1.9%	311,620 $18.5 Million
Q2 2024 Aug 14, 2024	BUY	$53.33 - $56.61 $16.3 Million - $17.3 Million	305,817 New	305,817 $17.2 Million

Others Institutions Holding AOR

# of Institutions

438

Shares Held

16.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC Ishares Tr Core Growth Allocat Transaction History