Strategic Wealth Partners, Ltd. Ishares Tr Core Aggressive All Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 30, 2020	SELL	$53.52 - $58.4 $53 - $58	-1 Closed	0 $0
Q2 2018 Sep 04, 2018	BUY	$52.7 - $54.7 $52 - $54	1 New	1 $0

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$170 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.8 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.3 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.8 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.3 Million
0.25% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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