Phil A. Younker & Associates, Ltd. Ishares Tr Core Growth Allocat Transaction History
Phil A. Younker & Associates, Ltd.
- $143 Billion
- Q4 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 177,547 shares of AOR stock, worth $11.5 Million. This represents 8.05% of its overall portfolio holdings.
Number of Shares
177,547
Previous 132,373
34.13%
Holding current value
$11.5 Million
Previous $8.52 Billion
35.44%
% of portfolio
8.05%
Previous 6.53%
Shares
5 transactions
Others Institutions Holding AOR
# of Institutions
449Shares Held
17MCall 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