Baldwin Brothers LLC Ishares Tr Core Aggressive All Transaction History

Baldwin Brothers LLC

$1.43 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 01, 2019	SELL	$47.04 - $54.74 $74,605 - $86,817	-1,586 Closed	0 $0
Q3 2017 Oct 26, 2017	BUY	$53.19 - $53.58 $84,359 - $84,977	1,586	1,586 $85,000

Others Institutions Holding AOA

# of Institutions

337

Shares Held

8.19M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$166 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$20.9 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.5 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12 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 Baldwin Brothers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Brothers LLC with notifications on news.