Mayfair Advisory Group, LLC Ishares Tr Core Aggressive All Transaction History

Mayfair Advisory Group, LLC

$137 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$42.55 - $59.41 $230,535 - $321,883	-5,418 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$53.52 - $58.4 $289,971 - $316,411	5,418 New	5,418 $314,000

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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