Fullen Financial Group Ishares Tr Core Aggressive All Transaction History

Fullen Financial Group

$184 Million
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$58.69 - $69.52 $216,859 - $256,876	-3,695 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$65.0 - $73.15 $240,175 - $270,289	3,695 New	3,695 $255,000

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

$170 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.8 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.3 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.8 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.3 Million
0.25% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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