Leverty Financial Group, LLC Ishares Tr Core Aggressive All Transaction History

Leverty Financial Group, LLC

$182 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$65.0 - $73.15 $132,340 - $148,933	-2,036 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$69.49 - $73.61 $141,481 - $149,869	2,036 New	2,036 $148,000

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

About ISHARES TR CORE AGGRESSIVE ALL

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