Calton & Associates, Inc. Ishares Tr Core Aggressive All Transaction History

Calton & Associates, Inc.

$204 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$52.32 - $56.92 $113,848 - $123,857	-2,176 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$53.61 - $55.82 $116,655 - $121,464	2,176	2,176 $122,000

Others Institutions Holding AOA

# of Institutions

319

Shares Held

8.07M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$165 Million
1.68% of portfolio
Rockefeller Capital Management L.P. New York, NY

465K
Shares

$35 Million
0.1% of portfolio
Assetmark, Inc

347K
Shares

$26.2 Million
0.08% of portfolio
Cambridge Investment Research Advisors, Inc.

204K
Shares

$15.4 Million
0.06% of portfolio
Mesirow Financial Investment Management, Inc.

171K
Shares

$12.9 Million
0.29% of portfolio

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