Koss Olinger Consulting, LLC Ishares Tr Core Aggressive All Transaction History

Koss Olinger Consulting, LLC

$1.07 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$65.0 - $73.15 $180,310 - $202,918	-2,774 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$69.49 - $73.61 $192,765 - $204,194	2,774 New	2,774 $202,000

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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