Milestone Asset Management, LLC Ishares Tr Core Aggressive All Transaction History
Milestone Asset Management, LLC
- $530 Billion
- Q4 2025
A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Milestone Asset Management, LLC holds 3,722 shares of AOA stock, worth $330,550. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,722
Previous 3,444
8.07%
Holding current value
$330,550
Previous $304 Million
9.83%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
422Shares Held
9.35MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
-
Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
-
Assetmark, Inc240KShares$21.3 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Jim Saulnier & Associates, LLC Fort Collins, CO192KShares$17 Million8.91% of portfolio