Hobart Private Capital, LLC Ishares Tr Core Aggressive All Transaction History

Hobart Private Capital, LLC

$351 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Mar 11, 2024	SELL	$69.28 - $72.77 $678,944 - $713,146	-9,800 Closed	0 $0
Q2 2021 Mar 11, 2024	SELL	$67.52 - $70.92 $52,598 - $55,246	-779 Reduced 7.36%	9,800 $692 Million
Q1 2021 Mar 11, 2024	BUY	$63.86 - $67.38 $675,574 - $712,813	10,579 New	10,579 $708 Million
Q4 2020 Mar 11, 2024	BUY	$56.73 - $64.27 $352,860 - $399,759	6,220 Added 77.22%	14,275 $916 Million
Q3 2020 Mar 11, 2024	BUY	$55.0 - $60.45 $114,345 - $125,675	2,079 Added 34.79%	8,055 $467 Million
Q2 2020 Mar 11, 2024	BUY	$46.01 - $56.68 $48,218 - $59,400	1,048 Added 21.27%	5,976 $328 Million
Q1 2020 Mar 11, 2024	BUY	$42.55 - $59.41 $209,686 - $292,772	4,928 New	4,928 $234 Million

Others Institutions Holding AOA

# of Institutions

336

Shares Held

8.2M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$172 Million
1.54% of portfolio
Rockefeller Capital Management L.P. New York, NY

479K
Shares

$37.4 Million
0.1% of portfolio
Assetmark, Inc

275K
Shares

$21.5 Million
0.06% of portfolio
Geo Wealth Management, LLC Chicago, IL

213K
Shares

$16.7 Million
0.72% of portfolio
Cambridge Investment Research Advisors, Inc.

199K
Shares

$15.6 Million
0.06% of portfolio

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