Ccg Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Ccg Wealth Management, LLC

$179 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 18, 2022	SELL	$55.45 - $64.54 $119,383 - $138,954	-2,153 Reduced 27.55%	5,662 $314,000
Q1 2022 Apr 12, 2022	BUY	$65.0 - $73.15 $507,975 - $571,667	7,815 New	7,815 $539,000

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

$171 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.5 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.9 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

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