Omni 360 Wealth, Inc. Ishares Tr Core Aggressive All Transaction History

Omni 360 Wealth, Inc.

$178 Billion
Q3 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 2,318 shares of AOA stock, worth $203,520. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,318

Holding current value

$203,520

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$82.71 - $88.14 $191,721 - $204,308	2,318 New	2,318 $204 Million

Others Institutions Holding AOA

# of Institutions

390

Shares Held

9.12M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$193 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

531K
Shares

$46.6 Million
0.1% of portfolio
Assetmark, Inc

268K
Shares

$23.5 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

172K
Shares

$15.1 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

161K
Shares

$14.1 Million
0.04% of portfolio

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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Omni 360 Wealth, Inc. Ishares Tr Core Aggressive All Transaction History