North Capital, Inc. Ishares Tr Core Aggressive All Transaction History

North Capital, Inc.

$106 Billion
Q1 2025

A detailed history of North Capital, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, North Capital, Inc. holds 145 shares of AOA stock, worth $11,120. This represents 0.01% of its overall portfolio holdings.

Number of Shares

145

Holding current value

$11,120

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$75.7 - $80.01 $10,976 - $11,601	145 New	145 $11.1 Million

Others Institutions Holding AOA

# of Institutions

363

Shares Held

9.99M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$168 Million
1.41% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$49.2 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.5 Million
0.11% of portfolio
Stifel Financial Corp St. Louis, MO

306K
Shares

$23.5 Million
0.03% of portfolio
Assetmark, Inc

273K
Shares

$20.9 Million
0.06% of portfolio

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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