Mbe Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Mbe Wealth Management, LLC

$170 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$46.01 - $56.68 $5,383 - $6,631	-117 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$42.55 - $59.41 $4,978 - $6,950	117 New	117 $5,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.52M

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

$40.5 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.7 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

$12.5 Million
0.25% of portfolio

About ISHARES TR CORE AGGRESSIVE ALL

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