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 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
43+ 55.84% |
$2.38K - $2.78K
|
120
$9.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43+ 0.18% |
$2.38K - $2.78K
|
24.3K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
35+ 2.62% |
$1.94K - $2.26K
|
1.37K
$107K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$1.94K - $2.26K
|
35
$2.72K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
35+ 0.86% |
$1.94K - $2.26K
|
4.09K
$318K
|
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
28+ 3.3% |
$1.55K - $1.81K
|
876
$68.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
28+ 0.78% |
$1.55K - $1.81K
|
3.62K
$282K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
27New |
$1.5K - $1.74K
|
27
$2.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
24+ 0.42% |
$1.33K - $1.55K
|
5.72K
$445K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.83% |
$1.16K - $1.36K
|
2.55K
$198K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
19+ 2.56% |
$1.05K - $1.23K
|
760
$59.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
16+ 0.22% |
$887 - $1.03K
|
7.3K
$568K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15New |
$832 - $968
|
15
$1.17K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 0.8% |
$832 - $968
|
1.88K
$146K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.51% |
$444 - $516
|
1.59K
$124K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8+ 0.89% |
$444 - $516
|
905
$70.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6+ 33.33% |
$333 - $387
|
24
$1.87K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.63% |
$333 - $387
|
954
$74.2K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.87% |
$277 - $323
|
582
$45.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$166 - $194
|
2.56K
$199K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$166 - $194
|
5.62K
$438K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.54% |
$111 - $129
|
375
$29.2K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.98% |
$111 - $129
|
207
$16.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.85% |
$55.5 - $64.5
|
119
$9.26K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16- 0.1% |
$887 - $1.03K
|
15.7K
$1.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-24- 0.17% |
$1.33K - $1.55K
|
14K
$1.09M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-32- 10.67% |
$1.77K - $2.07K
|
268
$20.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-34- 0.54% |
$1.89K - $2.19K
|
6.24K
$485K
|
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-35- 0.51% |
$1.94K - $2.26K
|
6.8K
$529K
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-37- 0.68% |
$2.05K - $2.39K
|
5.44K
$424K
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-66- 1.2% |
$3.66K - $4.26K
|
5.43K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-71- 1.86% |
$3.94K - $4.58K
|
3.75K
$292K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-93- 0.28% |
$5.16K - $6K
|
32.6K
$2.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-95- 1.14% |
$5.27K - $6.13K
|
8.25K
$642K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-102- 0.84% |
$5.66K - $6.58K
|
12K
$937K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-105- 1.2% |
$5.82K - $6.78K
|
8.63K
$671K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-114- 5.33% |
$6.32K - $7.36K
|
2.02K
$157K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-115- 9.46% |
$6.38K - $7.42K
|
1.1K
$85.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-123- 0.3% |
$6.82K - $7.94K
|
41.4K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-139- 1.99% |
$7.71K - $8.97K
|
6.83K
$531K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-153- 43.71% |
$8.48K - $9.87K
|
197
$15.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-162- 54.18% |
$8.98K - $10.5K
|
137
$10.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-166- 0.94% |
$9.2K - $10.7K
|
17.6K
$1.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-171- 2.29% |
$9.48K - $11K
|
7.3K
$568K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-177- 6.77% |
$9.81K - $11.4K
|
2.44K
$190K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-181- 1.55% |
$10K - $11.7K
|
11.5K
$896K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-185- 0.48% |
$10.3K - $11.9K
|
38.7K
$3.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-187- 9.58% |
$10.4K - $12.1K
|
1.77K
$137K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-217- 2.05% |
$12K - $14K
|
10.4K
$806K
|
|
|
Nov 08, 2022
Q3 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-298- 2.8% |
$16.5K - $19.2K
|
10.3K
$804K
|