Baystate Wealth Management LLC Ishares Tr Core Aggressive All Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	BUY	$58.69 - $69.52 $0 - $0	0 New	0 $0
Q4 2020 Jan 15, 2021	SELL	$56.73 - $64.27 $56 - $64	-1 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$53.52 - $58.4 $53 - $58	1 New	1 $0

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$171 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.5 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.9 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.4 Million
0.25% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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