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

Midwest Professional Planners, Ltd.

$283 Million
Q1 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

319

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$165 Million
1.68% of portfolio
Rockefeller Capital Management L.P. New York, NY

465K
Shares

$34.9 Million
0.1% of portfolio
Assetmark, Inc

347K
Shares

$26.1 Million
0.08% of portfolio
Cambridge Investment Research Advisors, Inc.

204K
Shares

$15.3 Million
0.06% of portfolio
Mesirow Financial Investment Management, Inc.

171K
Shares

$12.8 Million
0.29% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Professional Planners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Midwest Professional Planners, Ltd. with notifications on news.