Purchases and Sales Made in Q1 2025 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 2025. 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 06, 2025 Q1 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
44.2K
+ 63.23%
$3.34M - $3.53M
114K $9.2M
May 08, 2025 Q1 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
39.6K
+ 706.7%
$3M - $3.17M
45.3K $3.65M
Apr 07, 2025 Q1 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
37.4K
+ 7549.9%
$2.83M - $2.99M
37.9K $3.06M
May 12, 2025 Q1 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
31.9K
+ 101.15%
$2.41M - $2.55M
63.4K $5.12M
Apr 21, 2025 Q1 2025
Jim Saulnier & Associates, LLC

Fort Collins, CO
BUY
 -
29.7K
+ 37.31%
$2.25M - $2.38M
109K $8.84M
May 16, 2025 Q1 2025
Hfm Investment Advisors, LLC

Glassboro, NJ
BUY
 -
24.6K
New
$1.86M - $1.96M
24.6K $1.98M
Apr 15, 2025 Q1 2025
Ellenbecker Investment Group

BUY
 -
22.8K
+ 21.53%
$1.72M - $1.82M
128K $10.4M
May 15, 2025 Q1 2025
Old Mission Capital LLC

BUY
 -
17.2K
New
$1.31M - $1.38M
17.2K $1.39M
May 07, 2025 Q1 2025
Foundations Investment Advisors, LLC

BUY
 -
14.8K
+ 20.38%
$1.12M - $1.18M
87.2K $7.04M
May 14, 2025 Q1 2025
Kestra Advisory Services, LLC

BUY
 -
13K
+ 44.45%
$984K - $1.04M
42.2K $3.41M
May 14, 2025 Q1 2025
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10.3K
+ 2.01%
$782K - $827K
525K $42.4M
May 13, 2025 Q1 2025
Ever Source Wealth Advisors, LLC

BUY
 -
9.66K
New
$731K - $773K
9.66K $780K
May 07, 2025 Q1 2025
Prosperity Consulting Group, LLC

BUY
 -
9.62K
+ 22.18%
$728K - $770K
53K $4.28M
May 08, 2025 Q1 2025
Wealthquest Corp

Cincinnati, OH
BUY
 -
8.91K
New
$674K - $712K
8.91K $719K
May 08, 2025 Q1 2025
Mullooly Asset Management, Inc.

Wall Township, NJ
BUY
 -
8.4K
New
$636K - $672K
8.4K $679K
May 05, 2025 Q1 2025
Kestra Private Wealth Services, LLC

BUY
 -
8.05K
+ 11.43%
$609K - $644K
78.5K $6.34M
May 16, 2025 Q1 2025
Jones Financial Companies Lllp

BUY
 -
7.89K
+ 765.53%
$597K - $631K
8.92K $720K
May 12, 2025 Q1 2025
Trajan Wealth LLC

Scottsdale, AZ
BUY
 -
7.52K
New
$569K - $602K
7.52K $607K
May 09, 2025 Q1 2025
Thoroughbred Financial Services, LLC

BUY
 -
7.14K
+ 100.92%
$541K - $571K
14.2K $1.15M
May 13, 2025 Q1 2025
Vest Gen Advisors, LLC

Inverness, IL
BUY
 -
7.1K
New
$537K - $568K
7.1K $573K
May 08, 2025 Q1 2025
Mesirow Financial Investment Management, Inc.

BUY
 -
6.89K
+ 4.31%
$522K - $551K
167K $13.5M
May 15, 2025 Q1 2025
Eight 31 Financial LLC

Midland, TX
BUY
 -
6.06K
New
$459K - $485K
6.06K $489K
May 05, 2025 Q1 2025
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
6K
+ 78.85%
$454K - $480K
13.6K $1.1M
May 12, 2025 Q1 2025
Waterloo Capital, L.P.

Austin, TX
BUY
 -
5.77K
+ 54.8%
$437K - $462K
16.3K $1.32M
Apr 21, 2025 Q1 2025
Advisor Resource Council

BUY
 -
5.64K
New
$427K - $451K
5.64K $455K
Apr 28, 2025 Q1 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.46K
+ 19.2%
$413K - $437K
33.9K $2.74M
May 13, 2025 Q1 2025
One Capital Management, LLC

Westlake Village, CA
BUY
 -
5.23K
+ 30.33%
$396K - $418K
22.5K $1.81M
May 06, 2025 Q1 2025
Avantax Advisory Services, Inc.

BUY
 -
5.14K
New
$389K - $411K
5.14K $415K
May 01, 2025 Q1 2025
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
4.91K
New
$372K - $393K
4.91K $397K
Apr 28, 2025 Q1 2025
Weaver Consulting Group

BUY
 -
4.89K
+ 14.1%
$370K - $391K
39.6K $3.2M
Apr 17, 2025 Q1 2025
Consilium Wealth Advisory, LLC

BUY
 -
4.39K
+ 7.44%
$332K - $351K
63.4K $5.12M
Apr 22, 2025 Q1 2025
True Mark Investments, LLC

Chicago, IL
BUY
 -
4.38K
New
$332K - $351K
4.38K $354K
Apr 28, 2025 Q1 2025
Horizon Financial Services, LLC

BUY
 -
4.08K
+ 7550.0%
$309K - $326K
4.13K $334K
May 13, 2025 Q1 2025
Ubs Group Ag

BUY
 -
4.03K
+ 16.86%
$305K - $322K
27.9K $2.25M
Apr 30, 2025 Q1 2025
Arcus Capital Partners, LLC

BUY
 -
3.94K
+ 17.75%
$298K - $315K
26.2K $2.11M
Apr 22, 2025 Q1 2025
Mps Loria Financial Planners, LLC

BUY
 -
3.82K
+ 87.0%
$289K - $306K
8.21K $663K
May 12, 2025 Q1 2025
Hantz Financial Services, Inc.

BUY
 -
3.59K
New
$272K - $287K
3.59K $290K
Apr 17, 2025 Q1 2025
Vista Wealth Management Group, LLC

BUY
 -
3.44K
New
$261K - $275K
3.44K $278K
May 02, 2025 Q1 2025
Esg Planning

Santa Clara, CA
BUY
 -
3.41K
New
$258K - $273K
3.41K $275K
Apr 09, 2025 Q1 2025
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
3.4K
New
$257K - $272K
3.4K $274K
Apr 17, 2025 Q1 2025
Mission Wealth Management, LP

BUY
 -
3.27K
New
$248K - $262K
3.27K $264K
Apr 30, 2025 Q1 2025
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
3.25K
New
$246K - $260K
3.25K $263K
May 06, 2025 Q1 2025
Assetmark, Inc

BUY
 -
3.23K
+ 1.18%
$244K - $258K
276K $22.3M
Apr 21, 2025 Q1 2025
L.M. Kohn & Company

BUY
 -
3.04K
New
$230K - $243K
3.04K $245K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
3.03K
New
$229K - $242K
3.03K $245K
May 15, 2025 Q1 2025
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
3.02K
New
$229K - $242K
3.02K $244K
Apr 14, 2025 Q1 2025
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
2.94K
+ 53.78%
$223K - $235K
8.41K $679K
May 08, 2025 Q1 2025
Modera Wealth Management, LLC

BUY
 -
2.93K
+ 73.23%
$222K - $234K
6.93K $560K
May 06, 2025 Q1 2025
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
2.86K
+ 0.13%
$216K - $229K
2.2M $177M

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