Esg Planning Ishares Tr Core Aggressive All Transaction History
Esg Planning
- $205 Million
- Q3 2025
A detailed history of Esg Planning transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Esg Planning holds 5,268 shares of AOA stock, worth $467,851. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,268
Previous 5,105
3.19%
Holding current value
$467,851
Previous $425,000
9.18%
% of portfolio
0.23%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
413Shares Held
9.3MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
-
Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
-
Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio