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 13, 2025 Q1 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
502
+ 0.8%
$38K - $40.2K
63.1K $5.1M
May 08, 2025 Q1 2025
Us Bancorp \De\

BUY
 -
446
+ 54.32%
$33.8K - $35.7K
1.27K $102K
May 12, 2025 Q1 2025
Mainsail Asset Management, LLC

Birmingham, AL
BUY
 -
421
+ 3.38%
$31.9K - $33.7K
12.9K $1.04M
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
411
+ 72.49%
$31.1K - $32.9K
978 $79K
May 06, 2025 Q1 2025
Tempus Wealth Planning, LLC

BUY
 -
388
+ 2.47%
$29.4K - $31K
16.1K $1.3M
May 09, 2025 Q1 2025
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
381
+ 249.02%
$28.8K - $30.5K
534 $43.1K
May 15, 2025 Q1 2025
Gwn Securities Inc.

Palm Beach Gardens, FL
BUY
 -
369
+ 6.02%
$27.9K - $29.5K
6.5K $525K
Apr 09, 2025 Q1 2025
Harbor Investment Advisory, LLC

BUY
 -
363
+ 41.68%
$27.5K - $29K
1.23K $99.6K
May 13, 2025 Q1 2025
Aptus Capital Advisors, LLC

BUY
 -
353
+ 18.92%
$26.7K - $28.2K
2.22K $179K
Apr 22, 2025 Q1 2025
Altrius Capital Management Inc

New Bern, NC
BUY
 -
343
+ 10.59%
$26K - $27.4K
3.58K $289K
May 06, 2025 Q1 2025
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
322
+ 2.09%
$24.4K - $25.8K
15.7K $1.27M
May 15, 2025 Q1 2025
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
287
+ 3.68%
$21.7K - $23K
8.09K $653K
Apr 22, 2025 Q1 2025
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
274
+ 5.03%
$20.7K - $21.9K
5.72K $462K
Apr 11, 2025 Q1 2025
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
266
+ 8.15%
$20.1K - $21.3K
3.53K $285K
May 15, 2025 Q1 2025
1 North Wealth Services LLC

Annapolis, MD
BUY
 -
259
New
$19.6K - $20.7K
259 $20.9K
May 14, 2025 Q1 2025
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
258
+ 1.33%
$19.5K - $20.6K
19.7K $1.59M
May 12, 2025 Q1 2025
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
246
+ 4.48%
$18.6K - $19.7K
5.74K $463K
May 15, 2025 Q1 2025
Creative Planning

Overland Park, KS
BUY
 -
243
+ 1.83%
$18.4K - $19.4K
13.5K $1.09M
May 14, 2025 Q1 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
240
+ 7.02%
$18.2K - $19.2K
3.66K $295K
May 13, 2025 Q1 2025
Fidato Wealth LLC

BUY
 -
239
+ 3.03%
$18.1K - $19.1K
8.12K $656K
May 14, 2025 Q1 2025
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
219
+ 33.74%
$16.6K - $17.5K
868 $70.1K
May 15, 2025 Q1 2025
Fsa Wealth Management LLC

Needham, MA
BUY
 -
211
+ 703.33%
$16K - $16.9K
241 $19.5K
Apr 21, 2025 Q1 2025
Proathlete Wealth Management LLC

Boca Raton, FL
BUY
 -
211
New
$16K - $16.9K
211 $17K
Apr 25, 2025 Q1 2025
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
201
+ 1.6%
$15.2K - $16.1K
12.8K $1.03M
May 07, 2025 Q1 2025
Hb Wealth Management, LLC

BUY
 -
195
+ 5.3%
$14.8K - $15.6K
3.87K $313K
Apr 21, 2025 Q1 2025
Old Second National Bank Of Aurora

BUY
 -
195
+ 1950.0%
$14.8K - $15.6K
205 $16.6K
May 09, 2025 Q1 2025
Aquire Wealth Advisors, LLC

BUY
 -
192
+ 3.45%
$14.5K - $15.4K
5.76K $465K
May 12, 2025 Q1 2025
Bay Harbor Wealth Management, LLC

BUY
 -
185
+ 6.41%
$14K - $14.8K
3.07K $248K
May 02, 2025 Q1 2025
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
177
+ 2.75%
$13.4K - $14.2K
6.62K $535K
Apr 22, 2025 Q1 2025
Valmark Advisers, Inc.

BUY
 -
173
+ 1.82%
$13.1K - $13.8K
9.66K $780K
Apr 21, 2025 Q1 2025
Well Done, LLC

BUY
 -
164
+ 5.14%
$12.4K - $13.1K
3.35K $271K
May 06, 2025 Q1 2025
Orin Green Financial, LLC

BUY
 -
152
+ 2.0%
$11.5K - $12.2K
7.76K $627K
May 14, 2025 Q1 2025
Huntington National Bank

Columbus, OH
BUY
 -
151
New
$11.4K - $12.1K
151 $12.2K
Apr 28, 2025 Q1 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
145
New
$11K - $11.6K
145 $11.7K
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
143
+ 3.4%
$10.8K - $11.4K
4.35K $351K
Apr 14, 2025 Q1 2025
Greystone Financial Group, LLC

BUY
 -
142
+ 0.65%
$10.7K - $11.4K
22.1K $1.79M
May 07, 2025 Q1 2025
Nvwm, LLC

BUY
 -
137
+ 4.34%
$10.4K - $11K
3.3K $266K
Apr 18, 2025 Q1 2025
Central Trust CO

Jefferson City, MO
BUY
 -
129
+ 2.44%
$9.77K - $10.3K
5.41K $437K
May 01, 2025 Q1 2025
Lane & Associates LLC

Moorestown, NJ
BUY
 -
129
+ 2.13%
$9.77K - $10.3K
6.19K $500K
May 06, 2025 Q1 2025
Ae Wealth Management LLC

BUY
 -
116
+ 1.4%
$8.78K - $9.28K
8.42K $680K
May 07, 2025 Q1 2025
N.E.W. Advisory Services LLC

BUY
 -
114
New
$8.63K - $9.12K
114 $9.21K
Apr 28, 2025 Q1 2025
Mcia Inc

BUY
 -
110
+ 1.51%
$8.33K - $8.8K
7.38K $596K
May 14, 2025 Q1 2025
Gould Capital, LLC

BUY
 -
108
+ 2.18%
$8.18K - $8.64K
5.06K $409K
May 14, 2025 Q1 2025
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
107
+ 0.45%
$8.1K - $8.56K
24.1K $1.94M
Apr 30, 2025 Q1 2025
Cerity Partners LLC

New York, NY
BUY
 -
105
+ 0.38%
$7.95K - $8.4K
27.9K $2.25M
Apr 21, 2025 Q1 2025
Marino, Stram & Associates LLC

BUY
 -
101
+ 0.3%
$7.65K - $8.08K
33.3K $2.69M
Apr 07, 2025 Q1 2025
Advisor Net Financial, Inc

BUY
 -
101
+ 1.16%
$7.65K - $8.08K
8.82K $712K
Apr 17, 2025 Q1 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
100
+ 0.72%
$7.57K - $8K
14.1K $1.14M
May 15, 2025 Q1 2025
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
97
+ 1.16%
$7.34K - $7.76K
8.44K $681K

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