Wr Wealth Planners, LLC Ishares Tr Core Aggressive All Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$67.75 - $73.5 $10,569 - $11,466	156 New	156 $11,000
Q3 2023 Aug 01, 2024	BUY	$63.24 - $67.72 $5,944 - $6,365	94 Added 60.26%	250 $15.9 Million

Others Institutions Holding AOA

# of Institutions

347

Shares Held

8.52M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$173 Million
1.41% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.7 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.8 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

$12.6 Million
0.25% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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