Wade G W & Inc Ishares Tr Core Aggressive All Transaction History

Wade G W & Inc

$3.08 Billion
Q4 2023

A detailed history of Wade G W & Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wade G W & Inc holds 5,270 shares of AOA stock, worth $414,274. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,270

Holding current value

$414,274

% of portfolio

0.01%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$60.96 - $69.28 $321,259 - $365,105	5,270 New	5,270 $364,000
Q2 2023 Aug 10, 2023	BUY	$63.04 - $66.51 $195,739 - $206,513	3,105 New	3,105 $206,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$172 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.5 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.7 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.1 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.5 Million
0.25% of portfolio

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wade G W & Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade G W & Inc with notifications on news.

Account