Midwest Professional Planners, Ltd. Ishares Tr Core Aggressive All Transaction History

Midwest Professional Planners, Ltd.

$324 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$63.86 - $67.38 $262,400 - $276,864	-4,109 Closed	0 $0
Q4 2020 Mar 11, 2021	BUY	$56.73 - $64.27 $16,338 - $18,509	288 Added 7.54%	4,109 $264,000
Q3 2020 Nov 06, 2020	BUY	$55.0 - $60.45 $1,540 - $1,692	28 Added 0.74%	3,821 $222,000
Q2 2020 Aug 14, 2020	BUY	$46.01 - $56.68 $174,515 - $214,987	3,793 New	3,793 $208,000
Q1 2020 May 05, 2020	SELL	$42.55 - $59.41 $154,158 - $215,242	-3,623 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$53.52 - $58.4 $39,230 - $42,807	-733 Reduced 16.83%	3,623 $210,000
Q3 2019 Nov 14, 2019	BUY	$52.61 - $55.45 $34,249 - $36,097	651 Added 17.57%	4,356 $239,000
Q2 2019 Aug 12, 2019	SELL	$52.38 - $55.24 $57,618 - $60,764	-1,100 Reduced 22.89%	3,705 $204,000
Q1 2019 May 08, 2019	BUY	$47.96 - $53.89 $3,165 - $3,556	66 Added 1.39%	4,805 $257,000
Q4 2018 Feb 14, 2019	BUY	$47.04 - $54.74 $222,922 - $259,412	4,739 New	4,739 $230,000
Q3 2018 Nov 13, 2018	SELL	$52.65 - $55.0 $136,310 - $142,395	-2,589 Closed	0 $0
Q2 2018 Aug 10, 2018	SELL	$52.7 - $54.7 $23,715 - $24,615	-450 Reduced 14.81%	2,589 $138,000
Q1 2018 May 15, 2018	SELL	$52.32 - $56.92 $3,086 - $3,358	-59 Reduced 1.9%	3,039 $163,000
Q4 2017 Feb 13, 2018	BUY	$53.61 - $55.82 $166,083 - $172,930	3,098	3,098 $167,000

Others Institutions Holding AOA

# of Institutions

341

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$173 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.5 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.7 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.1 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.5 Million
0.25% of portfolio

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