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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-141- 0.41% |
$9.87K - $10.6K
|
34.1K
$2.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-143- 4.58% |
$10K - $10.7K
|
2.98K
$225K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-149- 3.72% |
$10.4K - $11.2K
|
3.85K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-157- 0.12% |
$11K - $11.8K
|
133K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-162- 0.91% |
$11.3K - $12.2K
|
17.7K
$1.34M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-170- 1.81% |
$11.9K - $12.8K
|
9.2K
$697K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-172- 3.26% |
$12K - $12.9K
|
5.1K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-173- 4.22% |
$12.1K - $13K
|
3.93K
$297K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-175- 2.65% |
$12.3K - $13.1K
|
6.43K
$487K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-193- 1.11% |
$13.5K - $14.5K
|
17.1K
$1.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-218- 4.64% |
$15.3K - $16.4K
|
4.49K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-228- 2.09% |
$16K - $17.1K
|
10.7K
$807K
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-259- 0.44% |
$18.1K - $19.4K
|
58K
$4.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-281- 14.23% |
$19.7K - $21.1K
|
1.69K
$128K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-315- 3.65% |
$22.1K - $23.7K
|
8.32K
$630K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-320- 7.83% |
$22.4K - $24K
|
3.77K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-334- 7.91% |
$23.4K - $25.1K
|
3.89K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-338- 2.96% |
$23.7K - $25.4K
|
11.1K
$840K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-349- 6.06% |
$24.4K - $26.2K
|
5.41K
$410K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-356- 8.2% |
$24.9K - $26.7K
|
3.99K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-360- 33.15% |
$25.2K - $27K
|
726
$55K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-400Closed |
$28K - $30K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-409- 3.88% |
$28.6K - $30.7K
|
10.1K
$766K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-465- 11.56% |
$32.6K - $34.9K
|
3.56K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-468- 0.71% |
$32.8K - $35.1K
|
65.9K
$4.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-485- 13.84% |
$34K - $36.4K
|
3.02K
$229K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-489- 9.84% |
$34.2K - $36.7K
|
4.48K
$339K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-494- 25.05% |
$34.6K - $37.1K
|
1.48K
$112K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-581- 1.44% |
$40.7K - $43.6K
|
39.9K
$3.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-623- 12.51% |
$43.6K - $46.8K
|
4.36K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-625- 11.93% |
$43.8K - $46.9K
|
4.61K
$349K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-645- 5.96% |
$45.2K - $48.4K
|
10.2K
$770K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-661- 8.34% |
$46.3K - $49.6K
|
7.27K
$550K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-685- 3.26% |
$48K - $51.4K
|
20.3K
$1.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-749- 23.07% |
$52.4K - $56.2K
|
2.5K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-807- 2.98% |
$56.5K - $60.6K
|
26.3K
$1.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-810- 22.03% |
$56.7K - $60.8K
|
2.87K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-883- 3.11% |
$61.8K - $66.3K
|
27.5K
$2.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-912- 4.39% |
$63.9K - $68.5K
|
19.9K
$1.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-917- 3.69% |
$64.2K - $68.8K
|
23.9K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-958- 7.23% |
$67.1K - $71.9K
|
12.3K
$931K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.05K- 11.64% |
$73.5K - $78.8K
|
7.97K
$604K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.08K- 10.79% |
$75.3K - $80.7K
|
8.89K
$673K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.14K- 86.68% |
$79.8K - $85.5K
|
175
$13.3K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.2K- 6.31% |
$84.1K - $90.2K
|
17.8K
$1.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.22K- 15.2% |
$85.4K - $91.5K
|
6.8K
$515K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.29K- 92.48% |
$90.5K - $97K
|
105
$7.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.36K- 5.43% |
$95.4K - $102K
|
23.7K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.42K- 5.19% |
$99.3K - $106K
|
25.9K
$1.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.47K- 3.22% |
$103K - $110K
|
44.2K
$3.35M
|