N.E.W. Advisory Services LLC Ishares Tr Core Aggressive All Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 114 shares of AOA stock, worth $9,057. This represents 0.0% of its overall portfolio holdings.

Number of Shares

114

Holding current value

$9,057

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$75.7 - $80.01 $8,629 - $9,121	114 New	114 $8,000

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.99M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$175 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

525K
Shares

$41.7 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.9 Million
0.06% of portfolio
Morgan Stanley New York, NY

203K
Shares

$16.2 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

178K
Shares

$14.2 Million
0.05% of portfolio

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N.E.W. Advisory Services LLC Ishares Tr Core Aggressive All Transaction History