New Square Capital LLC Ishares Tr Core Aggressive All Transaction History

New Square Capital LLC

$1.23 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	BUY	$58.69 - $69.52 $64,030 - $75,846	1,091 Added 49.82%	3,281 $196,000
Q1 2022 May 10, 2022	BUY	$65.0 - $73.15 $142,350 - $160,198	2,190 New	2,190 $151,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$170 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.8 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.3 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.8 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.3 Million
0.25% 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 New Square Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Square Capital LLC with notifications on news.