Decision Point Financial, LLC Ishares Tr Core Aggressive All Transaction History

Decision Point Financial, LLC

$315 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Sep 26, 2023	SELL	$59.87 - $64.81 $299 - $324	-5 Closed	0 $0
Q4 2022 Sep 26, 2023	BUY	$55.07 - $62.69 $275 - $313	5 New	5 $299,000

Others Institutions Holding AOA

# of Institutions

337

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
1.54% of portfolio
Rockefeller Capital Management L.P. New York, NY

479K
Shares

$37.2 Million
0.1% of portfolio
Assetmark, Inc

276K
Shares

$21.5 Million
0.06% of portfolio
Geo Wealth Management, LLC Chicago, IL

213K
Shares

$16.6 Million
0.72% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.9 Million
0.05% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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