Swmg, LLC Ishares Tr Core Aggressive All Transaction History

Swmg, LLC

$279 Million
Q2 2025

A detailed history of Swmg, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Swmg, LLC holds 2,391 shares of AOA stock, worth $206,845. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,391

Holding current value

$206,845

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$69.46 - $83.4 $166,078 - $199,409	2,391 New	2,391 $199,000

Others Institutions Holding AOA

# of Institutions

389

Shares Held

9.56M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$190 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

531K
Shares

$45.9 Million
0.1% of portfolio
Cx Institutional

477K
Shares

$41.2 Million
1.39% of portfolio
Assetmark, Inc

268K
Shares

$23.1 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

172K
Shares

$14.9 Million
0.01% of portfolio

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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