Mc Namara Financial Services, Inc. Ishares Tr Core Aggressive All Transaction History

Mc Namara Financial Services, Inc.

$423 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	BUY	$72.11 - $79.05 $187,990 - $206,083	2,607 New	2,607 $205,000
Q4 2022 Jan 19, 2023	BUY	$55.07 - $62.69 $215,268 - $245,055	3,909 New	3,909 $0

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

Ticker AOA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Namara Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Namara Financial Services, Inc. with notifications on news.