Atwood & Palmer Inc Ishares Tr Core Aggressive All Transaction History

Atwood & Palmer Inc

$1.43 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$65.0 - $73.15 $4,290 - $4,827	-66 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$69.28 - $72.77 $4,572 - $4,802	66 New	66 $5,000

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10.2M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$170 Million
1.41% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$49.6 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.8 Million
0.11% of portfolio
Stifel Financial Corp St. Louis, MO

306K
Shares

$23.7 Million
0.03% of portfolio
Assetmark, Inc

273K
Shares

$21.1 Million
0.06% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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