Bay Colony Advisory Group, Inc D Ishares Tr Core Aggressive All Transaction History

Bay Colony Advisory Group, Inc D

$786 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 05, 2018	SELL	$52.65 - $55.0 $14,057 - $14,685	-267 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$52.7 - $54.7 $14,070 - $14,604	267 New	267 $14,000

Others Institutions Holding AOA

# of Institutions

410

Shares Held

9.28M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$195 Million
1.06% of portfolio
Rockefeller Capital Management L.P. New York, NY

544K
Shares

$48.3 Million
0.1% of portfolio
Assetmark, Inc

243K
Shares

$21.6 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

199K
Shares

$17.7 Million
0.01% of portfolio
Mesirow Financial Investment Management, Inc.

155K
Shares

$13.8 Million
0.26% of portfolio

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