Wipfli Financial Advisors Llc, Ishares Tr Core Aggressive All Transaction History

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 15 shares of AOA stock, worth $1,166. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,166

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	BUY	$55.45 - $64.54 $831 - $968	15 New	15 $1,000

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

$171 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.5 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.9 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.4 Million
0.25% of portfolio

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About ISHARES TR CORE AGGRESSIVE ALL

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Wipfli Financial Advisors Llc, Ishares Tr Core Aggressive All Transaction History