Asset Dedication, LLC Ishares Tr Core Aggressive All Transaction History

Asset Dedication, LLC

$1.25 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 24, 2020	SELL	$46.01 - $56.68 $2,116 - $2,607	-46 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$42.55 - $59.41 $1,957 - $2,732	46 New	46 $2,000

Others Institutions Holding AOA

# of Institutions

348

Shares Held

8.52M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$172 Million
1.41% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.4 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

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

192K
Shares

$15 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.5 Million
0.25% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.