Purchases and Sales Made in Q2 2024 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 Q2 2024. 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
Jul 16, 2024 Q2 2024
Mcia Inc

BUY
 -
1.46K
+ 25.9%
$102K - $109K
7.07K $536K
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.36K
+ 5.09%
$95.2K - $102K
28.1K $2.13M
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
1.25K
+ 8.0%
$87.2K - $93.5K
16.8K $1.27M
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
1.17K
+ 9.41%
$81.6K - $87.5K
13.6K $1.03M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
1.13K
+ 5.07%
$79.3K - $85K
23.5K $1.78M
Aug 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.1K
+ 14.05%
$77.2K - $82.8K
8.95K $678K
Aug 09, 2024 Q2 2024
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
1.1K
+ 15.37%
$76.9K - $82.4K
8.24K $624K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.07K
+ 112.46%
$75.2K - $80.6K
2.03K $154K
Jul 17, 2024 Q2 2024
Archford Capital Strategies, LLC

BUY
 -
1.07K
+ 3.64%
$74.8K - $80.2K
30.4K $2.3M
Aug 08, 2024 Q2 2024
Thoroughbred Financial Services, LLC

BUY
 -
1K
+ 24.99%
$70K - $75.1K
5K $379K
Jul 24, 2024 Q2 2024
Arcus Capital Partners, LLC

BUY
 -
922
+ 4.15%
$64.6K - $69.2K
23.1K $1.75M
Sep 11, 2024 Q2 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
842
+ 6.24%
$59K - $63.2K
14.3K $1.09M
Jul 09, 2024 Q2 2024
Marion Wealth Management

BUY
 -
817
+ 13.27%
$57.2K - $61.3K
6.97K $528K
Jul 25, 2024 Q2 2024
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
795
+ 18.01%
$55.7K - $59.7K
5.21K $395K
Aug 13, 2024 Q2 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
776
+ 5.43%
$54.3K - $58.3K
15.1K $1.14M
Jul 26, 2024 Q2 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
730
+ 5.04%
$51.1K - $54.8K
15.2K $1.15M
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
718
+ 4.64%
$50.3K - $53.9K
16.2K $1.23M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
658
+ 6.47%
$46.1K - $49.4K
10.8K $820K
Jul 26, 2024 Q2 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
651
+ 15.65%
$45.6K - $48.9K
4.81K $364K
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
579
+ 3.02%
$40.5K - $43.5K
19.7K $1.49M
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
567
+ 2.78%
$39.7K - $42.6K
20.9K $1.59M
Jul 16, 2024 Q2 2024
Diversified Trust CO

BUY
 -
555
+ 4.47%
$38.9K - $41.7K
13K $983K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
546
+ 5460.0%
$38.2K - $41K
556 $42.1K
Jul 16, 2024 Q2 2024
Steel Peak Wealth Management LLC

BUY
 -
534
+ 1.43%
$37.4K - $40.1K
37.8K $2.86M
Aug 06, 2024 Q2 2024
Weitzel Financial Services, Inc.

BUY
 -
510
+ 17.81%
$35.7K - $38.3K
3.37K $256K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
509
New
$35.6K - $38.2K
509 $38.5K
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
494
+ 2.08%
$34.6K - $37.1K
24.3K $1.84M
Jul 30, 2024 Q2 2024
Hantz Financial Services, Inc.

BUY
 -
467
New
$32.7K - $35.1K
467 $35.4K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
464
+ 8.08%
$32.5K - $34.8K
6.21K $470K
Aug 13, 2024 Q2 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
435
+ 3.41%
$30.5K - $32.7K
13.2K $999K
Jul 16, 2024 Q2 2024
True Private Wealth Advisors

BUY
 -
431
+ 2.83%
$30.2K - $32.4K
15.7K $1.19M
Jul 16, 2024 Q2 2024
Maia Wealth LLC

Denver, CO
BUY
 -
428
+ 5.75%
$30K - $32.1K
7.88K $596K
Jul 18, 2024 Q2 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
427
+ 4.75%
$29.9K - $32.1K
9.42K $713K
Aug 14, 2024 Q2 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
405
+ 3.5%
$28.4K - $30.4K
12K $907K
Aug 06, 2024 Q2 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
338
New
$23.7K - $25.4K
338 $25.6K
Jul 23, 2024 Q2 2024
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
338
+ 9.14%
$23.7K - $25.4K
4.04K $306K
Aug 09, 2024 Q2 2024
Topel & Distasi Wealth Management, LLC

BUY
 -
325
+ 9.27%
$22.8K - $24.4K
3.83K $290K
Jul 11, 2024 Q2 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
322
+ 1.21%
$22.5K - $24.2K
26.9K $2.03M
Jul 11, 2024 Q2 2024
Lbmc Investment Advisors, LLC

BUY
 -
320
+ 0.23%
$22.4K - $24K
140K $10.6M
Jul 15, 2024 Q2 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
300
+ 10.77%
$21K - $22.5K
3.09K $234K
Aug 14, 2024 Q2 2024
Aquire Wealth Advisors, LLC

BUY
 -
274
+ 5.69%
$19.2K - $20.6K
5.09K $385K
Aug 09, 2024 Q2 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
266
+ 2.71%
$18.6K - $20K
10.1K $763K
Jul 26, 2024 Q2 2024
Hb Wealth Management, LLC

BUY
 -
261
+ 8.57%
$18.3K - $19.6K
3.31K $250K
Aug 01, 2024 Q2 2024
West Wealth Group, LLC

BUY
 -
256
+ 4.34%
$17.9K - $19.2K
6.15K $466K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
231
New
$16.2K - $17.3K
231 $17.5K
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
225
+ 1.99%
$15.8K - $16.9K
11.6K $875K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
217
New
$15.2K - $16.3K
217 $16.4K
Aug 13, 2024 Q2 2024
Fidato Wealth LLC

BUY
 -
214
+ 2.96%
$15K - $16.1K
7.44K $563K
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
199
+ 1.37%
$13.9K - $14.9K
14.8K $1.12M

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