National Asset Management, Inc. Ishares Tr Core Aggressive All Transaction History

National Asset Management, Inc.

$3.51 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 19, 2024	BUY	$70.02 - $75.08 $201,377 - $215,930	2,876 New	2,876 $215,000
Q4 2023 Mar 15, 2024	BUY	$60.96 - $69.28 $179,283 - $203,752	2,941 New	2,941 $203,000

Others Institutions Holding AOA

# of Institutions

344

Shares Held

8.4M

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

$40.6 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

$12.5 Million
0.25% of portfolio

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