Valpey Financial Services, LLC Ishares Tr Core Growth Allocat Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Valpey Financial Services, LLC holds 6,488 shares of AOR stock, worth $419,838. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,488
Previous 6,568
1.22%
Holding current value
$419,838
Previous $404 Million
3.3%
% of portfolio
0.27%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
439Shares Held
16.7MCall 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