Bartlett & Co. LLC Ishares Tr Core Aggressive All Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Bartlett & Co. LLC holds 142 shares of AOA stock, worth $12,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares

142

Holding current value

$12,611

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$60.96 - $69.28 $8,656 - $9,837	142 New	142 $10,000
Q1 2018 Apr 25, 2018	SELL	$52.32 - $56.92 $4,394 - $4,781	-84 Closed	0 $0
Q3 2017 Oct 23, 2017	BUY	$53.19 - $53.58 $4,467 - $4,500	84	84 $5,000

Others Institutions Holding AOA

# of Institutions

415

Shares Held

9.31M

Call Options Held

4.9K

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$195 Million
1.06% of portfolio
Rockefeller Capital Management L.P. New York, NY

544K
Shares

$48.3 Million
0.1% of portfolio
Assetmark, Inc

243K
Shares

$21.6 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

199K
Shares

$17.7 Million
0.01% of portfolio
Mesirow Financial Investment Management, Inc.

155K
Shares

$13.8 Million
0.26% of portfolio

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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