Fullen Financial Group Ishares Tr Core Aggressive All Transaction History

Fullen Financial Group

$184 Million
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$58.69 - $69.52 $216,859 - $256,876	-3,695 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$65.0 - $73.15 $240,175 - $270,289	3,695 New	3,695 $255,000

Others Institutions Holding AOA

# of Institutions

370

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$171 Million
1.41% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$50 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.1 Million
0.11% of portfolio
Stifel Financial Corp St. Louis, MO

306K
Shares

$23.9 Million
0.03% of portfolio
Assetmark, Inc

273K
Shares

$21.3 Million
0.06% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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