Caldwell Trust CO Ishares Tr Core Aggressive All Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Caldwell Trust CO holds 175 shares of AOA stock, worth $15,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares

175

Holding current value

$15,470

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$82.71 - $88.14 $14,474 - $15,424	175 New	175 $15.4 Million

Others Institutions Holding AOA

# of Institutions

401

Shares Held

9.26M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$194 Million
1.06% of portfolio
Rockefeller Capital Management L.P. New York, NY

531K
Shares

$46.9 Million
0.1% of portfolio
Assetmark, Inc

243K
Shares

$21.5 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

172K
Shares

$15.2 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

161K
Shares

$14.2 Million
0.04% of portfolio

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About ISHARES TR CORE AGGRESSIVE ALL

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