Tsfg, LLC Ishares Tr Core Aggressive All Transaction History

Tsfg, LLC

$458 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 14, 2021	SELL	$63.86 - $67.38 $14,049 - $14,823	-220 Reduced 94.42%	13 $1,000
Q2 2020 Jul 07, 2020	SELL	$46.01 - $56.68 $13,066 - $16,097	-284 Reduced 54.93%	233 $13,000
Q1 2019 Jan 27, 2020	BUY	$47.96 - $53.89 $24,795 - $27,861	517 New	517 $28,000

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

$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

$21.3 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

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