Stephens Inc Ishares Tr Core Aggressive All Transaction History

Stephens Inc

$6.77 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 03, 2018	SELL	$52.32 - $56.92 $666,295 - $724,876	-12,735 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$53.61 - $55.82 $682,723 - $710,867	12,735	12,735 $686,000

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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