International Assets Investment Management, LLC Ishares Tr Core Aggressive All Transaction History

International Assets Investment Management, LLC

$1.14 Trillion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$72.11 - $79.05 $1.31 Million - $1.43 Million	18,103 Added 7836.8%	18,334 $232,000
Q2 2024 Jul 30, 2024	BUY	$70.02 - $75.08 $16,174 - $17,343	231 New	231 $17.3 Million

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.98M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$182 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

525K
Shares

$43.6 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$22.9 Million
0.06% of portfolio
Morgan Stanley New York, NY

203K
Shares

$16.9 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

178K
Shares

$14.8 Million
0.05% of portfolio

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