Purchases and Sales Made in Q1 2023 in Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR CORE AGGRESSIVE ALL.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.13K
+ 9.74%
$67.9K - $73.5K
12.8K $994K
May 08, 2023 Q1 2023
Buttonwood Financial Group, LLC

BUY
 -
1.06K
+ 5.08%
$63.5K - $68.8K
22K $1.71M
Apr 20, 2023 Q1 2023
Fort Henry Capital, LLC

BUY
 -
1.05K
+ 2.18%
$63K - $68.2K
49.3K $3.83M
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
1.05K
+ 39.53%
$62.9K - $68.1K
3.71K $288K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
942
+ 20.57%
$56.4K - $61.1K
5.52K $429K
May 12, 2023 Q1 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
833
+ 19.13%
$49.9K - $54K
5.19K $404K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
800
+ 0.98%
$47.9K - $51.8K
82.1K $6.38M
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
763
+ 4.69%
$45.7K - $49.5K
17K $1.32M
Apr 10, 2023 Q1 2023
Lbmc Investment Advisors, LLC

BUY
 -
681
+ 0.45%
$40.8K - $44.1K
151K $11.7M
May 04, 2023 Q1 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
680
+ 5.06%
$40.7K - $44.1K
14.1K $1.1M
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
608
+ 7.84%
$36.4K - $39.4K
8.36K $650K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
591
+ 11.83%
$35.4K - $38.3K
5.59K $435K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
586
+ 10.25%
$35.1K - $38K
6.3K $490K
Sep 11, 2024 Q1 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
577
+ 4.5%
$34.5K - $37.4K
13.4K $1.04M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
536
+ 6.94%
$32.1K - $34.7K
8.26K $642K
Apr 04, 2023 Q1 2023
Boston Standard Wealth Management, LLC

BUY
 -
528
+ 7.87%
$31.6K - $34.2K
7.24K $563K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
515
+ 4.87%
$30.8K - $33.4K
11.1K $862K
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
499
New
$29.9K - $32.3K
499 $38.8K
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
485
+ 13.06%
$29K - $31.4K
4.2K $327K
May 15, 2023 Q1 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
464
+ 7.58%
$27.8K - $30.1K
6.59K $512K
Apr 21, 2023 Q1 2023
Courage Miller Partners, LLC

BUY
 -
433
+ 3.94%
$25.9K - $28.1K
11.4K $889K
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
430
New
$25.7K - $27.9K
430 $33.4K
May 15, 2023 Q1 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
430
+ 5.78%
$25.7K - $27.9K
7.87K $612K
Apr 21, 2023 Q1 2023
Patton Albertson Miller Group, LLC

BUY
 -
429
+ 0.39%
$25.7K - $27.8K
112K $8.69M
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
427
+ 39.28%
$25.6K - $27.7K
1.51K $118K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
405
+ 11.63%
$24.2K - $26.2K
3.89K $302K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
400
New
$23.9K - $25.9K
400 $31.1K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
391
New
$23.4K - $25.3K
391 $30.4K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
369
+ 3.99%
$22.1K - $23.9K
9.62K $748K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
346
+ 8.41%
$20.7K - $22.4K
4.46K $347K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
336
+ 0.78%
$20.1K - $21.8K
43.2K $3.36M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
333
+ 36.0%
$19.9K - $21.6K
1.26K $97.9K
Apr 20, 2023 Q1 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
309
+ 7.63%
$18.5K - $20K
4.36K $339K
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
303
+ 2.65%
$18.1K - $19.6K
11.7K $914K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
299
+ 3.62%
$17.9K - $19.4K
8.55K $665K
Sep 01, 2023 Q1 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
283
+ 1.67%
$16.9K - $18.3K
17.2K $1.34M
May 05, 2023 Q1 2023
Verus Financial Partners, Inc.

BUY
 -
277
+ 2.53%
$16.6K - $18K
11.2K $873K
Apr 26, 2023 Q1 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
243
+ 25.93%
$14.5K - $15.7K
1.18K $91.8K
May 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
227
+ 4.99%
$13.6K - $14.7K
4.77K $371K
Apr 19, 2023 Q1 2023
Simpli Fi, Inc.

BUY
 -
218
+ 2.61%
$13.1K - $14.1K
8.56K $666K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
200
New
$12K - $13K
200 $15.6K
Apr 20, 2023 Q1 2023
Marino, Stram & Associates LLC

BUY
 -
198
+ 0.57%
$11.9K - $12.8K
34.7K $2.7M
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
184
+ 1.51%
$11K - $11.9K
12.3K $961K
May 12, 2023 Q1 2023
Ckw Financial Group

BUY
 -
178
+ 22.91%
$10.7K - $11.5K
955 $74.3K
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
175
+ 5.06%
$10.5K - $11.3K
3.63K $283K
May 01, 2023 Q1 2023
Aquire Wealth Advisors, LLC

BUY
 -
174
+ 5.13%
$10.4K - $11.3K
3.57K $277K
Apr 21, 2023 Q1 2023
Arbor Investment Advisors, LLC

BUY
 -
151
+ 3.66%
$9.04K - $9.79K
4.28K $333K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
150
New
$8.98K - $9.72K
150 $11.7K
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
138
+ 3.32%
$8.26K - $8.94K
4.3K $334K

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