Purchases and Sales Made in Q1 2025 in Ishares Tr Core Aggressive All (AOA)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.08K- 3.32% |
$157K - $166K
|
60.6K
$4.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.74K- 20.72% |
$207K - $219K
|
10.5K
$774K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-5.42K- 86.92% |
$410K - $433K
|
815
$60.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.53K- 7.22% |
$418K - $442K
|
71K
$5.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.11K- 6.73% |
$462K - $489K
|
84.7K
$6.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.35K- 39.52% |
$556K - $588K
|
11.2K
$829K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.4K- 89.98% |
$2.68M - $2.83M
|
3.94K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-37.4K- 98.69% |
$2.83M - $2.99M
|
495
$36.5K
|