Synergy Asset Management, LLC Ishares Tr Core Aggressive All Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$63.86 - $67.38 $224,914 - $237,312	-3,522 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$56.73 - $64.27 $199,803 - $226,358	3,522 New	3,522 $226,000

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

About ISHARES TR CORE AGGRESSIVE ALL

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