Ironwood Financial, LLC Ishares Tr Core Aggressive All Transaction History

Ironwood Financial, LLC

$445 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$69.49 - $73.61 $3,613 - $3,827	-52 Closed	0 $0
Q2 2017 Aug 09, 2017	BUY	N/A	52	52 $3,000

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

$173 Million
1.54% of portfolio
Rockefeller Capital Management L.P. New York, NY

479K
Shares

$37.8 Million
0.1% of portfolio
Assetmark, Inc

275K
Shares

$21.7 Million
0.06% of portfolio
Geo Wealth Management, LLC Chicago, IL

213K
Shares

$16.8 Million
0.72% of portfolio
Cambridge Investment Research Advisors, Inc.

199K
Shares

$15.8 Million
0.06% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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