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

339

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$170 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.8 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.3 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.8 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.3 Million
0.25% of portfolio

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