Cary Street Partners Investment Advisory LLC Ishares Tr Core Aggressive All Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$63.24 - $67.72 $5,818 - $6,230	-92 Reduced 23.17%	305 $19,000
Q4 2022 Feb 14, 2023	BUY	$55.07 - $62.69 $21,862 - $24,887	397 New	397 $23,000
Q4 2020 Feb 12, 2021	SELL	$56.73 - $64.27 $19,174 - $21,723	-338 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$55.0 - $60.45 $18,590 - $20,432	338 New	338 $20,000
Q4 2019 Feb 10, 2020	SELL	$53.52 - $58.4 $6.08 Million - $6.64 Million	-113,632 Closed	0 $0
Q4 2018 Feb 06, 2019	BUY	$47.04 - $54.74 $5.35 Million - $6.22 Million	113,632 New	113,632 $5.52 Million

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

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

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