Afs Financial Group, LLC Ishares Tr Core Aggressive All Transaction History

Afs Financial Group, LLC

$1.15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$60.96 - $69.28 $70,896 - $80,572	1,163 Added 36.54%	4,346 $300 Million
Q3 2023 Oct 13, 2023	BUY	$63.24 - $67.72 $201,292 - $215,552	3,183 New	3,183 $202 Million

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

$171 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.5 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.9 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.4 Million
0.25% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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