Bartlett & Co. LLC Ishares Tr Core Aggressive All Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Bartlett & Co. LLC holds 142 shares of AOA stock, worth $11,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares

142

Holding current value

$11,192

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$60.96 - $69.28 $8,656 - $9,837	142 New	142 $10,000
Q1 2018 Apr 25, 2018	SELL	$52.32 - $56.92 $4,394 - $4,781	-84 Closed	0 $0
Q3 2017 Oct 23, 2017	BUY	$53.19 - $53.58 $4,467 - $4,500	84	84 $5,000

Others Institutions Holding AOA

# of Institutions

341

Shares Held

8.21M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$173 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.6 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.8 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.1 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.5 Million
0.25% of portfolio

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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