Phil A. Younker & Associates, Ltd. Ishares Tr Core Growth Allocat Transaction History
Phil A. Younker & Associates, Ltd.
- $131 Billion
- Q3 2025
A detailed history of Phil A. Younker & Associates, Ltd. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 132,373 shares of AOR stock, worth $8.57 Million. This represents 6.53% of its overall portfolio holdings.
Number of Shares
132,373
Previous 117,647
12.52%
Holding current value
$8.57 Million
Previous $7.24 Billion
17.65%
% of portfolio
6.53%
Previous 7.14%
Shares
4 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