J Arnold Wealth Management CO Ishares Tr Core Aggressive All Transaction History

J Arnold Wealth Management CO

$291 Million
Q4 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$55.07 - $62.69 $97,859 - $111,400	1,777 New	1,777 $106,000
Q3 2021 Nov 10, 2021	SELL	$69.28 - $72.77 $29,374 - $30,854	-424 Closed	0 $0
Q1 2021 Sep 08, 2021	SELL	$63.86 - $67.38 $267,317 - $282,052	-4,186 Reduced 90.8%	424 $28,000
Q4 2020 Sep 08, 2021	SELL	$56.73 - $64.27 $19,288 - $21,851	-340 Reduced 6.87%	4,610 $296,000
Q3 2020 Sep 08, 2021	SELL	$55.0 - $60.45 $525,250 - $577,297	-9,550 Reduced 65.86%	4,950 $287,000
Q2 2020 Sep 08, 2021	BUY	$46.01 - $56.68 $665,902 - $820,329	14,473 Added 53603.7%	14,500 $796,000
Q1 2020 Sep 08, 2021	SELL	$42.55 - $59.41 $104,843 - $146,386	-2,464 Reduced 98.92%	27 $1,000
Q4 2019 Sep 08, 2021	BUY	$53.52 - $58.4 $133,318 - $145,474	2,491 New	2,491 $144,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.51M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$173 Million
1.41% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40.7 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.8 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$15.1 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.6 Million
0.25% of portfolio

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