Darwin Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Darwin Advisors, LLC

$356 Million
Q3 2024

A detailed history of Darwin Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Darwin Advisors, LLC holds 322 shares of AOA stock, worth $25,312. This represents 0.01% of its overall portfolio holdings.

Number of Shares

322

Holding current value

$25,312

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$72.11 - $79.05 $23,219 - $25,454	322 New	322 $25,000
Q2 2020 Aug 06, 2020	SELL	$46.01 - $56.68 $57,282 - $70,566	-1,245 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$42.55 - $59.41 $52,974 - $73,965	1,245 New	1,245 $58,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$172 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.5 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.7 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.1 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.5 Million
0.25% of portfolio

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Darwin Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Darwin Advisors, LLC with notifications on news.

Account