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 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-129- 1.78% |
$9.77K - $10.3K
|
7.13K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-140- 1.64% |
$10.6K - $11.2K
|
8.38K
$677K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-143- 3.79% |
$10.8K - $11.4K
|
3.63K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-144- 4.15% |
$10.9K - $11.5K
|
3.33K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-145- 9.9% |
$11K - $11.6K
|
1.32K
$107K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-153- 0.63% |
$11.6K - $12.2K
|
24K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-155- 58.05% |
$11.7K - $12.4K
|
112
$9.04K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-162- 4.26% |
$12.3K - $13K
|
3.65K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-162- 1.92% |
$12.3K - $13K
|
8.26K
$667K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-164- 1.66% |
$12.4K - $13.1K
|
9.71K
$784K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-173- 2.01% |
$13.1K - $13.8K
|
8.43K
$680K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-181- 0.34% |
$13.7K - $14.5K
|
52.7K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-184- 4.81% |
$13.9K - $14.7K
|
3.64K
$294K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-184- 1.9% |
$13.9K - $14.7K
|
9.51K
$768K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-187- 6.1% |
$14.2K - $15K
|
2.88K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-197- 4.31% |
$14.9K - $15.8K
|
4.38K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-214- 6.23% |
$16.2K - $17.1K
|
3.22K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-217- 1.63% |
$16.4K - $17.4K
|
13.1K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-243Closed |
$18.4K - $19.4K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-254- 0.74% |
$19.2K - $20.3K
|
34.1K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-272- 6.64% |
$20.6K - $21.8K
|
3.82K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-309- 2.22% |
$23.4K - $24.7K
|
13.6K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-344- 6.41% |
$26K - $27.5K
|
5.03K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-398- 1.64% |
$30.1K - $31.8K
|
23.8K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-400- 25.0% |
$30.3K - $32K
|
1.2K
$96.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-418- 1.03% |
$31.6K - $33.4K
|
40.1K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-440- 1.45% |
$33.3K - $35.2K
|
29.8K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-443- 14.65% |
$33.5K - $35.4K
|
2.58K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-474- 10.29% |
$35.9K - $37.9K
|
4.13K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-475- 2.41% |
$36K - $38K
|
19.3K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-558- 1.88% |
$42.2K - $44.6K
|
29.1K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-562- 6.62% |
$42.5K - $45K
|
7.93K
$640K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-571- 6.58% |
$43.2K - $45.7K
|
8.11K
$655K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-579- 8.04% |
$43.8K - $46.3K
|
6.62K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-598- 8.96% |
$45.3K - $47.8K
|
6.08K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-644- 27.43% |
$48.8K - $51.5K
|
1.7K
$138K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-645- 7.92% |
$48.8K - $51.6K
|
7.5K
$606K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-708- 25.43% |
$53.6K - $56.6K
|
2.08K
$168K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-760- 8.66% |
$57.5K - $60.8K
|
8.02K
$648K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-779- 3.28% |
$59K - $62.3K
|
22.9K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-783- 1.21% |
$59.3K - $62.6K
|
64K
$5.17M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-787- 15.92% |
$59.6K - $63K
|
4.16K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-846- 17.42% |
$64K - $67.7K
|
4.01K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-868- 8.72% |
$65.7K - $69.4K
|
9.08K
$733K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-899- 21.43% |
$68.1K - $71.9K
|
3.3K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-955- 3.68% |
$72.3K - $76.4K
|
25K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-955- 48.4% |
$72.3K - $76.4K
|
1.02K
$82.2K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1K- 20.33% |
$75.7K - $80K
|
3.92K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 27.49% |
$79.1K - $83.6K
|
2.76K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.16K- 2.63% |
$87.4K - $92.4K
|
42.7K
$3.45M
|