Darwin Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Darwin Advisors, LLC

$356 Million
Q3 2024

A detailed history of Darwin Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Darwin Advisors, LLC holds 322 shares of AOA stock, worth $25,051. This represents 0.01% of its overall portfolio holdings.

Number of Shares

322

Holding current value

$25,051

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$72.11 - $79.05 $23,219 - $25,454	322 New	322 $25,000
Q2 2020 Aug 06, 2020	SELL	$46.01 - $56.68 $57,282 - $70,566	-1,245 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$42.55 - $59.41 $52,974 - $73,965	1,245 New	1,245 $58,000

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

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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