Purchases and Sales Made in Q1 2024 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q1 2024. 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 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
282+ 4.11% |
$19.1K - $20.7K
|
7.14K
$564K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
279+ 2.59% |
$18.9K - $20.5K
|
11K
$873K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
268+ 1.94% |
$18.2K - $19.7K
|
14.1K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
246+ 5.39% |
$16.7K - $18.1K
|
4.81K
$380K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
232+ 3.23% |
$15.7K - $17.1K
|
7.42K
$586K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
223+ 3.5% |
$15.1K - $16.4K
|
6.6K
$522K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
187+ 4.19% |
$12.7K - $13.7K
|
4.65K
$367K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
182+ 102.82% |
$12.3K - $13.4K
|
359
$28.4K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
164+ 4.25% |
$11.1K - $12.1K
|
4.02K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
160New |
$10.8K - $11.8K
|
160
$12.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
156New |
$10.6K - $11.5K
|
156
$12.3K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
153New |
$10.4K - $11.2K
|
153
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
130+ 141.3% |
$8.81K - $9.56K
|
222
$17.5K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
130+ 2.6% |
$8.81K - $9.56K
|
5.13K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
129+ 4.42% |
$8.74K - $9.48K
|
3.05K
$241K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
127+ 3.56% |
$8.6K - $9.33K
|
3.7K
$292K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
123New |
$8.33K - $9.04K
|
123
$9.72K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
122+ 2.46% |
$8.27K - $8.97K
|
5.09K
$402K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
118+ 1.04% |
$7.99K - $8.67K
|
11.4K
$903K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
105New |
$7.11K - $7.72K
|
105
$8.3K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
104+ 0.78% |
$7.05K - $7.64K
|
13.5K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$6.78K - $7.35K
|
100
$7.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
91+ 2.18% |
$6.17K - $6.69K
|
4.26K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
90+ 2.71% |
$6.1K - $6.62K
|
3.41K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83+ 1.47% |
$5.62K - $6.1K
|
5.75K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
83+ 2.2% |
$5.62K - $6.1K
|
3.86K
$305K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
81+ 1.68% |
$5.49K - $5.95K
|
4.9K
$387K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
77+ 7.63% |
$5.22K - $5.66K
|
1.09K
$85.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
76+ 0.34% |
$5.15K - $5.59K
|
22.2K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60+ 2.25% |
$4.07K - $4.41K
|
2.72K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
56+ 14.74% |
$3.79K - $4.12K
|
436
$34.5K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
50+ 0.55% |
$3.39K - $3.68K
|
9.12K
$721K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 5.67% |
$3.39K - $3.68K
|
932
$73.6K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
46+ 0.5% |
$3.12K - $3.38K
|
9.2K
$727K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
38+ 1.39% |
$2.57K - $2.79K
|
2.78K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
34+ 0.93% |
$2.3K - $2.5K
|
3.69K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
33+ 0.63% |
$2.24K - $2.43K
|
5.24K
$414K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
29+ 0.7% |
$1.96K - $2.13K
|
4.16K
$329K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
27New |
$1.83K - $1.98K
|
27
$2.13K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
27+ 0.43% |
$1.83K - $1.98K
|
6.33K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
25+ 0.39% |
$1.69K - $1.84K
|
6.47K
$512K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.21% |
$1.56K - $1.69K
|
11.2K
$882K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 14.0% |
$1.42K - $1.54K
|
171
$13.5K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20New |
$1.36K - $1.47K
|
20
$1.58K
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
17+ 0.43% |
$1.15K - $1.25K
|
4.01K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 12.61% |
$1.02K - $1.1K
|
134
$10.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 1.23% |
$949 - $1.03K
|
1.15K
$90.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 0.17% |
$881 - $956
|
7.67K
$606K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
11+ 21.15% |
$745 - $809
|
63
$4.98K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
8+ 0.5% |
$542 - $588
|
1.61K
$127K
|