M Holdings Securities, Inc. Ishares Tr Core Aggressive All Transaction History

M Holdings Securities, Inc.

$595 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 19, 2021	SELL	$67.52 - $70.92 $393,304 - $413,109	-5,825 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$63.86 - $67.38 $371,984 - $392,488	5,825 New	5,825 $390,000

Others Institutions Holding AOA

# of Institutions

319

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$166 Million
1.68% of portfolio
Rockefeller Capital Management L.P. New York, NY

465K
Shares

$35.1 Million
0.1% of portfolio
Assetmark, Inc

347K
Shares

$26.2 Million
0.08% of portfolio
Cambridge Investment Research Advisors, Inc.

204K
Shares

$15.4 Million
0.06% of portfolio
Mesirow Financial Investment Management, Inc.

171K
Shares

$12.9 Million
0.29% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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