Chicago Wealth Management, Inc. Ishares Tr Core Aggressive All Transaction History

Chicago Wealth Management, Inc.

$181 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$55.07 - $62.69 $338,405 - $385,230	6,145 New	6,145 $367,000

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.98M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$176 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

525K
Shares

$42 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$22.1 Million
0.06% of portfolio
Morgan Stanley New York, NY

203K
Shares

$16.3 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

178K
Shares

$14.3 Million
0.05% of portfolio

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