Sightline Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Sightline Wealth Advisors, LLC

$181 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 14, 2023	BUY	$63.04 - $66.51 $202,169 - $213,297	3,207 New	3,207 $212,000
Q2 2022 Jul 15, 2022	SELL	$58.69 - $69.52 $175,541 - $207,934	-2,991 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$65.0 - $73.15 $29,705 - $33,429	-457 Reduced 13.25%	2,991 $206,000
Q4 2021 Jan 26, 2022	SELL	$69.49 - $73.61 $93,255 - $98,784	-1,342 Reduced 28.02%	3,448 $252,000
Q3 2021 Oct 25, 2021	SELL	$69.28 - $72.77 $44,200 - $46,427	-638 Reduced 11.75%	4,790 $334,000
Q2 2021 Jul 22, 2021	BUY	$67.52 - $70.92 $6,954 - $7,304	103 Added 1.93%	5,428 $384,000
Q1 2021 May 10, 2021	BUY	$63.86 - $67.38 $11,175 - $11,791	175 Added 3.4%	5,325 $357,000
Q4 2020 Feb 02, 2021	BUY	$56.73 - $64.27 $292,159 - $330,990	5,150 New	5,150 $331,000

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

$171 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.5 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.9 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

Ticker AOA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.