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

340

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$172 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.3 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.6 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.4 Million
0.25% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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