Purchases and Sales Made in Q1 2023 in Ishares Tr Core Aggressive All (AOA)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-283- 4.1% |
$16.9K - $18.3K
|
6.63K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-345- 6.13% |
$20.7K - $22.4K
|
5.28K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-350- 24.26% |
$21K - $22.7K
|
1.09K
$85K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-353- 6.0% |
$21.1K - $22.9K
|
5.53K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-369- 3.84% |
$22.1K - $23.9K
|
9.25K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-462- 7.67% |
$27.7K - $29.9K
|
5.56K
$433K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-462- 4.76% |
$27.7K - $29.9K
|
9.25K
$720K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-484- 2.18% |
$29K - $31.4K
|
21.7K
$1.69M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-486- 8.01% |
$29.1K - $31.5K
|
5.58K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-521- 6.88% |
$31.2K - $33.8K
|
7.06K
$549K
|
|
|
Apr 07, 2023
Q1 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-564- 9.47% |
$33.8K - $36.6K
|
5.39K
$419K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-577- 2.15% |
$34.5K - $37.4K
|
26.3K
$2.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-579- 5.17% |
$34.7K - $37.5K
|
10.6K
$826K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-581- 4.21% |
$34.8K - $37.7K
|
13.2K
$1.03M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-595- 99.83% |
$35.6K - $38.6K
|
1
$77.8
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-604- 12.36% |
$36.2K - $39.1K
|
4.28K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-605- 5.43% |
$36.2K - $39.2K
|
10.5K
$820K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-617- 21.79% |
$36.9K - $40K
|
2.21K
$172K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-636- 5.3% |
$38.1K - $41.2K
|
11.4K
$884K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-729- 1.84% |
$43.6K - $47.2K
|
38.9K
$3.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-790- 2.41% |
$47.3K - $51.2K
|
31.9K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-835- 16.83% |
$50K - $54.1K
|
4.13K
$321K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-838- 3.24% |
$50.2K - $54.3K
|
25K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-848- 5.71% |
$50.8K - $55K
|
14K
$1.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-894- 10.69% |
$53.5K - $57.9K
|
7.47K
$581K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-912- 12.62% |
$54.6K - $59.1K
|
6.32K
$491K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-929- 33.32% |
$55.6K - $60.2K
|
1.86K
$145K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-974- 7.08% |
$58.3K - $63.1K
|
12.8K
$994K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.01K- 2.47% |
$60.4K - $65.4K
|
39.8K
$3.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.09K- 6.72% |
$65K - $70.4K
|
15.1K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.15K- 12.08% |
$68.8K - $74.5K
|
8.36K
$651K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-1.26K- 20.32% |
$75.6K - $81.8K
|
4.95K
$385K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 15.41% |
$77.7K - $84.1K
|
7.12K
$554K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.3K- 15.15% |
$78K - $84.4K
|
7.3K
$568K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.42K- 9.5% |
$84.7K - $91.7K
|
13.5K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.51K- 6.2% |
$90.4K - $97.9K
|
22.9K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.58K- 3.01% |
$94.4K - $102K
|
50.8K
$3.96M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.59K- 5.59% |
$95.4K - $103K
|
26.9K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.65K- 3.29% |
$98.5K - $107K
|
48.4K
$3.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.68K- 20.94% |
$101K - $109K
|
6.35K
$494K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 17.37% |
$101K - $110K
|
8.05K
$627K
|
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.88K- 19.21% |
$112K - $122K
|
7.9K
$615K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.29K- 14.21% |
$137K - $148K
|
13.8K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.48K- 6.3% |
$148K - $161K
|
36.9K
$2.87M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.86K- 69.41% |
$171K - $185K
|
1.26K
$97.9K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.51K- 33.08% |
$210K - $227K
|
7.09K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.62K- 14.27% |
$217K - $235K
|
21.7K
$1.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.79K- 5.85% |
$227K - $245K
|
60.9K
$4.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.94K- 28.63% |
$236K - $255K
|
9.83K
$765K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-4.96K- 8.09% |
$297K - $322K
|
56.4K
$4.39M
|