Vest Gen Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 7,099 shares of AOA stock, worth $544,209. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,099

Holding current value

$544,209

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$75.7 - $80.01 $537,394 - $567,990	7,099 New	7,099 $543 Million

Others Institutions Holding AOA

# of Institutions

368

Shares Held

8.99M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$168 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

525K
Shares

$40.3 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.1 Million
0.06% of portfolio
Morgan Stanley New York, NY

203K
Shares

$15.6 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

178K
Shares

$13.7 Million
0.05% of portfolio

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Vest Gen Advisors, LLC Ishares Tr Core Aggressive All Transaction History