Goldstein Munger & Associates Ishares Tr Core Aggressive All Transaction History

Goldstein Munger & Associates

$303 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$58.69 - $69.52 $14,026 - $16,615	239 Added 7.38%	3,479 $208,000
Q4 2020 Feb 10, 2021	BUY	$56.73 - $64.27 $183,805 - $208,234	3,240 New	3,240 $208,000

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

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