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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 8.92% |
$88.3K - $93.3K
|
11.9K
$961K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 25.42% |
$90K - $95.1K
|
3.49K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.19K- 33.99% |
$90.1K - $95.2K
|
2.31K
$187K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 30.06% |
$96.7K - $102K
|
2.97K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.35K- 7.81% |
$102K - $108K
|
15.9K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.51K- 31.45% |
$114K - $121K
|
3.3K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.58K- 17.75% |
$119K - $126K
|
7.31K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.6K- 6.52% |
$121K - $128K
|
22.9K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.62K- 17.62% |
$123K - $130K
|
7.57K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.69K- 3.72% |
$128K - $135K
|
43.8K
$3.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 1.26% |
$131K - $138K
|
136K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-1.81K- 4.25% |
$137K - $144K
|
40.7K
$3.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.91K- 16.31% |
$145K - $153K
|
9.82K
$793K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.92K- 14.7% |
$146K - $154K
|
11.2K
$901K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.97K- 13.15% |
$149K - $157K
|
13K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.08K- 3.32% |
$157K - $166K
|
60.6K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.42K- 10.71% |
$183K - $193K
|
20.1K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.46K- 15.4% |
$186K - $197K
|
13.5K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.47K- 12.45% |
$187K - $197K
|
17.3K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.74K- 20.72% |
$207K - $219K
|
10.5K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.7K- 54.41% |
$280K - $296K
|
3.1K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.92K- 37.25% |
$297K - $314K
|
6.6K
$533K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.08K- 98.69% |
$309K - $326K
|
54
$4.36K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.36K- 60.14% |
$330K - $349K
|
2.89K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-5.42K- 86.92% |
$410K - $433K
|
815
$65.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.53K- 7.22% |
$418K - $442K
|
71K
$5.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.11K- 6.73% |
$462K - $489K
|
84.7K
$6.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.96K- 3.76% |
$527K - $557K
|
178K
$14.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.35K- 39.52% |
$556K - $588K
|
11.2K
$908K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.47K- 83.78% |
$565K - $598K
|
1.45K
$117K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-31.5K- 48.29% |
$2.39M - $2.52M
|
33.8K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.4K- 89.98% |
$2.68M - $2.83M
|
3.94K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-37.4K- 98.69% |
$2.83M - $2.99M
|
495
$40K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45.9K- 35.93% |
$3.48M - $3.67M
|
81.9K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.6K- 22.67% |
$4.51M - $4.77M
|
203K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-225K- 83.59% |
$17M - $18M
|
44.1K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-278K- 90.85% |
$21.1M - $22.3M
|
28K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-486K- 75.89% |
$36.8M - $38.9M
|
155K
$12.5M
|