Purchases and Sales Made in Q2 2024 in Ishares Tr Core Aggressive All (AOA)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8+ 0.28% |
$560 - $601
|
2.92K
$221K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.29% |
$560 - $601
|
2.73K
$207K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5+ 0.34% |
$350 - $375
|
1.46K
$110K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5New |
$350 - $375
|
5
$379
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.2% |
$350 - $375
|
2.51K
$190K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4New |
$280 - $300
|
4
$303
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4New |
$280 - $300
|
4
$303
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.35% |
$280 - $300
|
1.15K
$87.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.04% |
$210 - $225
|
6.9K
$522K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.21% |
$210 - $225
|
1.42K
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.2% |
$210 - $225
|
1.52K
$115K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2+ 0.06% |
$140 - $150
|
3.41K
$259K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$70 - $75.1
|
5.18K
$393K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.58% |
$70 - $75.1
|
173
$13.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.65% |
$70 - $75.1
|
155
$11.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.23% |
$70 - $75.1
|
437
$33.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.85% |
$70 - $75.1
|
55
$4.17K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.11% |
$70 - $75.1
|
942
$71.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.07% |
$70 - $75.1
|
1.44K
$109K
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.01% |
$70 - $75.1
|
11.2K
$845K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$70 - $75.1
|
3
$227
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$140 - $150
|
6.94K
$525K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4- 3.81% |
$280 - $300
|
101
$7.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 0.08% |
$350 - $375
|
6.03K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-8- 0.5% |
$560 - $601
|
1.6K
$121K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-9- -0.0% |
$630 - $676
|
2.19M
$166M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10- 0.2% |
$700 - $751
|
5.08K
$385K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-26- 0.56% |
$1.82K - $1.95K
|
4.62K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 48.39% |
$2.1K - $2.25K
|
32
$2.42K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-32- 0.1% |
$2.24K - $2.4K
|
33.2K
$2.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-32- 0.43% |
$2.24K - $2.4K
|
7.39K
$559K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-33- 0.55% |
$2.31K - $2.48K
|
6.02K
$456K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-37- 1.01% |
$2.59K - $2.78K
|
3.62K
$274K
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-46- 0.5% |
$3.22K - $3.45K
|
9.15K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-49- 0.37% |
$3.43K - $3.68K
|
13.3K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-61- 0.65% |
$4.27K - $4.58K
|
9.27K
$702K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-69- 7.75% |
$4.83K - $5.18K
|
821
$62.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-75- 0.8% |
$5.25K - $5.63K
|
9.3K
$704K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-77- 1.4% |
$5.39K - $5.78K
|
5.41K
$410K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-85- 0.32% |
$5.95K - $6.38K
|
26.4K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-90- 25.07% |
$6.3K - $6.76K
|
269
$20.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-91- 1.26% |
$6.37K - $6.83K
|
7.13K
$540K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-99- 0.44% |
$6.93K - $7.43K
|
22.2K
$1.68M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-100- 3.4% |
$7K - $7.51K
|
2.84K
$215K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-103- 7.45% |
$7.21K - $7.73K
|
1.28K
$96.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-108- 7.53% |
$7.56K - $8.11K
|
1.33K
$100K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-114- 0.38% |
$7.98K - $8.56K
|
29.6K
$2.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-116- 2.89% |
$8.12K - $8.71K
|
3.89K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-122- 0.47% |
$8.54K - $9.16K
|
26K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-139- 2.2% |
$9.73K - $10.4K
|
6.17K
$467K
|