Annapolis Financial Services, LLC Ishares Tr Core Aggressive All Transaction History

Annapolis Financial Services, LLC

$323 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$67.52 - $70.92 $607 - $638	-9 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$63.86 - $67.38 $574 - $606	9 New	9 $1,000

Others Institutions Holding AOA

# of Institutions

341

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$172 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.3 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.6 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15 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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