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
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
89+ 3.19% |
$6.74K - $7.12K
|
2.88K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
79New |
$5.98K - $6.32K
|
79
$6.38K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
69+ 7.32% |
$5.22K - $5.52K
|
1.01K
$81.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
65+ 812.5% |
$4.92K - $5.2K
|
73
$5.89K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
53+ 1.83% |
$4.01K - $4.24K
|
2.96K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
51+ 0.45% |
$3.86K - $4.08K
|
11.5K
$927K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
37+ 58.73% |
$2.8K - $2.96K
|
100
$8.08K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
37+ 14.86% |
$2.8K - $2.96K
|
286
$23.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
33+ 0.78% |
$2.5K - $2.64K
|
4.27K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.82K - $1.92K
|
24
$1.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
16+ 0.54% |
$1.21K - $1.28K
|
3K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13New |
$984 - $1.04K
|
13
$1.05K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
12+ 0.39% |
$908 - $960
|
3.08K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
10New |
$757 - $800
|
10
$808
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
9+ 1.22% |
$681 - $720
|
747
$60.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7+ 28.0% |
$530 - $560
|
32
$2.58K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 0.03% |
$530 - $560
|
24.8K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.03% |
$227 - $240
|
10.1K
$814K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2+ 0.03% |
$151 - $160
|
6.38K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2+ 0.04% |
$151 - $160
|
4.73K
$382K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$75.7 - $80
|
1.71K
$138K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.21% |
$151 - $160
|
955
$77.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7- 0.1% |
$530 - $560
|
6.9K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-9- 0.22% |
$681 - $720
|
4.08K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 0.54% |
$1.29K - $1.36K
|
3.16K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 3.21% |
$1.29K - $1.36K
|
512
$41.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-18- 0.63% |
$1.36K - $1.44K
|
2.83K
$228K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-24- 11.27% |
$1.82K - $1.92K
|
189
$15.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.92% |
$1.89K - $2K
|
2.7K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-28- 0.07% |
$2.12K - $2.24K
|
40.8K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-35- 0.37% |
$2.65K - $2.8K
|
9.33K
$754K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-35- 7.04% |
$2.65K - $2.8K
|
462
$37.3K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-43- 0.19% |
$3.26K - $3.44K
|
22.7K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-47- 5.35% |
$3.56K - $3.76K
|
832
$67.2K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-50- 1.08% |
$3.79K - $4K
|
4.6K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-56- 1.61% |
$4.24K - $4.48K
|
3.41K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-56- 0.78% |
$4.24K - $4.48K
|
7.17K
$579K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-58- 0.54% |
$4.39K - $4.64K
|
10.7K
$864K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-61- 0.39% |
$4.62K - $4.88K
|
15.6K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-68- 0.24% |
$5.15K - $5.44K
|
28.7K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-68- 4.35% |
$5.15K - $5.44K
|
1.5K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-76- 0.34% |
$5.75K - $6.08K
|
22K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-82- 1.63% |
$6.21K - $6.56K
|
4.95K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-88- 2.03% |
$6.66K - $7.04K
|
4.25K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-94- 2.16% |
$7.12K - $7.52K
|
4.25K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-102- 1.01% |
$7.72K - $8.16K
|
9.99K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-104- 7.1% |
$7.87K - $8.32K
|
1.36K
$110K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-112- 70.89% |
$8.48K - $8.96K
|
46
$3.71K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-114- 2.04% |
$8.63K - $9.12K
|
5.47K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122Closed |
$9.24K - $9.76K
|
0
$0
|