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 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.66KNew |
$201K - $213K
|
2.66K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.58K+ 3.87% |
$196K - $207K
|
69.3K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.55K+ 1.96% |
$193K - $204K
|
133K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.41KNew |
$182K - $193K
|
2.41K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.38K+ 3.85% |
$180K - $191K
|
64.2K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.34K+ 55.07% |
$177K - $187K
|
6.59K
$532K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.29KNew |
$173K - $183K
|
2.29K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 12.55% |
$164K - $173K
|
19.4K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2K+ 25.76% |
$151K - $160K
|
9.77K
$789K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.98K+ 6.75% |
$150K - $159K
|
31.4K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.94K+ 3.28% |
$147K - $155K
|
61.1K
$4.94M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.93K+ 9.73% |
$146K - $155K
|
21.8K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.87K+ 7.2% |
$142K - $150K
|
27.8K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.84K+ 28.28% |
$140K - $147K
|
8.36K
$675K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.77K+ 7.97% |
$134K - $142K
|
24K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.7K+ 6.15% |
$129K - $136K
|
29.4K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 28.3% |
$127K - $135K
|
7.63K
$616K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.43K+ 1.54% |
$108K - $114K
|
94.2K
$7.61M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.4K+ 0.88% |
$106K - $112K
|
160K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1.39K+ 5.27% |
$105K - $111K
|
27.7K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.36K+ 35.95% |
$103K - $109K
|
5.14K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3K+ 89.66% |
$98.4K - $104K
|
2.75K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.25KNew |
$94.5K - $99.9K
|
1.25K
$101K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 8.8% |
$92.1K - $97.4K
|
15K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.2K+ 6.65% |
$90.9K - $96.1K
|
19.3K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 7.67% |
$87.6K - $92.6K
|
16.2K
$1.31M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15KNew |
$87.2K - $92.2K
|
1.15K
$93K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13K+ 3.14% |
$85.8K - $90.7K
|
37.2K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1.12K+ 31.29% |
$84.5K - $89.3K
|
4.68K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.07K+ 12.54% |
$80.7K - $85.3K
|
9.57K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 13.5% |
$78K - $82.4K
|
8.66K
$699K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 7.83% |
$76.8K - $81.1K
|
14K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
987+ 8.22% |
$74.7K - $79K
|
13K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
941+ 20.73% |
$71.2K - $75.3K
|
5.48K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
932+ 11.22% |
$70.6K - $74.6K
|
9.24K
$746K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
925+ 17.83% |
$70K - $74K
|
6.11K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
891+ 0.62% |
$67.4K - $71.3K
|
144K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
874+ 6.2% |
$66.2K - $69.9K
|
15K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
870+ 5.58% |
$65.9K - $69.6K
|
16.5K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
860+ 11.5% |
$65.1K - $68.8K
|
8.34K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
844+ 14.01% |
$63.9K - $67.5K
|
6.87K
$555K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
791+ 3.78% |
$59.9K - $63.3K
|
21.7K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
726+ 9.66% |
$55K - $58.1K
|
8.24K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
710+ 2.64% |
$53.7K - $56.8K
|
27.6K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
706+ 13.2% |
$53.4K - $56.5K
|
6.06K
$489K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
681+ 16.43% |
$51.6K - $54.5K
|
4.83K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
651+ 25.94% |
$49.3K - $52.1K
|
3.16K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
580+ 935.48% |
$43.9K - $46.4K
|
642
$51.8K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
518+ 12.73% |
$39.2K - $41.4K
|
4.59K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
506+ 0.47% |
$38.3K - $40.5K
|
109K
$8.81M
|