Paragon Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Paragon Advisors, LLC

$274 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$58.69 - $69.52 $639,603 - $757,628	-10,898 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$65.0 - $73.15 $708,370 - $797,188	10,898 New	10,898 $751,000

Others Institutions Holding AOA

# of Institutions

341

Shares Held

8.2M

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

$21.4 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

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