Purchases and Sales Made in Q3 2022 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
182K+ 691.56% |
$10.1M - $11.7M
|
208K
$16.2M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.5K+ 665.46% |
$1.47M - $1.71M
|
30.5K
$2.37M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9K+ 92.63% |
$1.05M - $1.22M
|
39.3K
$3.06M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9K+ 92.63% |
$1.05M - $1.22M
|
39.3K
$3.06M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14K+ 110.53% |
$774K - $900K
|
26.6K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13.4KNew |
$741K - $863K
|
13.4K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$684K - $796K
|
12.3K
$960K
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
9.94K+ 81.83% |
$551K - $642K
|
22.1K
$1.72M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
8.5KNew |
$471K - $549K
|
8.5K
$661K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
6.81KNew |
$378K - $439K
|
6.81K
$530K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.27K+ 110.78% |
$348K - $405K
|
11.9K
$928K
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.13KNew |
$340K - $396K
|
6.13K
$477K
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.98K+ 25.42% |
$332K - $386K
|
29.5K
$2.3M
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
5.71KNew |
$317K - $369K
|
5.71K
$444K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.63K+ 157.46% |
$312K - $363K
|
9.2K
$716K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.61K+ 4.68% |
$311K - $362K
|
125K
$9.76M
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.21KNew |
$289K - $336K
|
5.21K
$406K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.12K+ 40.93% |
$284K - $330K
|
17.6K
$1.37M
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.01K+ 10.27% |
$278K - $324K
|
53.8K
$4.19M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.38K+ 5.37% |
$243K - $283K
|
85.9K
$6.68M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.38KNew |
$243K - $282K
|
4.38K
$340K
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.09K+ 8.62% |
$227K - $264K
|
51.5K
$4.01M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.06K+ 105.34% |
$225K - $262K
|
7.92K
$616K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.81K+ 2212.79% |
$211K - $246K
|
3.98K
$309K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.3KNew |
$183K - $213K
|
3.3K
$257K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.09K+ 12.78% |
$171K - $199K
|
27.2K
$2.12M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.65KNew |
$147K - $171K
|
2.65K
$206K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.64K+ 0.67% |
$146K - $170K
|
396K
$30.8M
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.63K+ 6.75% |
$146K - $170K
|
41.6K
$3.24M
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.55K+ 23.88% |
$141K - $164K
|
13.2K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.49K+ 15.65% |
$138K - $161K
|
18.4K
$1.43M
|
|
Oct 26, 2022
Q3 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.37K+ 4.85% |
$131K - $153K
|
51.3K
$3.99M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2K+ 55.0% |
$122K - $142K
|
6.2K
$482K
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.04K+ 6.49% |
$113K - $132K
|
33.5K
$2.61M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.76K+ 21.56% |
$97.5K - $113K
|
9.91K
$771K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1.5KNew |
$83.2K - $96.8K
|
1.5K
$117K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.39K+ 4.15% |
$76.8K - $89.4K
|
34.8K
$2.71M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.31K+ 12.09% |
$72.7K - $84.6K
|
12.2K
$946K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 19.61% |
$70.9K - $82.5K
|
7.8K
$607K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
1.24K+ 5.53% |
$68.8K - $80K
|
23.7K
$1.84M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.23K+ 4.75% |
$68.1K - $79.3K
|
27.1K
$2.11M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.17K+ 10.14% |
$65K - $75.6K
|
12.7K
$991K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.1K+ 4.03% |
$61.2K - $71.3K
|
28.5K
$2.22M
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 0.7% |
$57.3K - $66.7K
|
149K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
998+ 11.12% |
$55.3K - $64.4K
|
9.97K
$776K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
945+ 8.43% |
$52.4K - $61K
|
12.2K
$946K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
940+ 14.21% |
$52.1K - $60.7K
|
7.56K
$588K
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
819+ 1.44% |
$45.4K - $52.9K
|
57.7K
$4.49M
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
813+ 13.42% |
$45.1K - $52.5K
|
6.87K
$534K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
768+ 4.7% |
$42.6K - $49.6K
|
17.1K
$1.33M
|