Bhk Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Bhk Investment Advisors, LLC

$268 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 11, 2020	SELL	$53.52 - $58.4 $282,906 - $308,702	-5,286 Closed	0 $0
Q3 2019 Oct 31, 2019	SELL	$52.61 - $55.45 $18,781 - $19,795	-357 Reduced 6.33%	5,286 $290,000
Q2 2019 Aug 02, 2019	SELL	$52.38 - $55.24 $92,241 - $97,277	-1,761 Reduced 23.78%	5,643 $311,000
Q1 2019 May 03, 2019	SELL	$47.96 - $53.89 $40,238 - $45,213	-839 Reduced 10.18%	7,404 $396,000
Q4 2018 Feb 04, 2019	BUY	$47.04 - $54.74 $1,223 - $1,423	26 Added 0.32%	8,243 $400,000
Q3 2018 Nov 13, 2018	SELL	$52.65 - $55.0 $62,600 - $65,395	-1,189 Reduced 12.64%	8,217 $449,000
Q2 2018 Aug 07, 2018	SELL	$52.7 - $54.7 $38,102 - $39,548	-723 Reduced 7.14%	9,406 $502,000
Q1 2018 May 09, 2018	BUY	$52.32 - $56.92 $177,574 - $193,186	3,394 Added 50.39%	10,129 $542,000
Q4 2017 Feb 08, 2018	BUY	$53.61 - $55.82 $361,063 - $375,947	6,735	6,735 $363,000

Others Institutions Holding AOA

# of Institutions

340

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

Ticker AOA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bhk Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bhk Investment Advisors, LLC with notifications on news.