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 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-340- 5.33% |
$18.9K - $21.9K
|
6.04K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-411- 70.14% |
$22.8K - $26.5K
|
175
$13.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-474- 6.45% |
$26.3K - $30.6K
|
6.87K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-481- 6.6% |
$26.7K - $31K
|
6.81K
$530K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-499Closed |
$27.7K - $32.2K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-560- 4.01% |
$31.1K - $36.1K
|
13.4K
$1.04M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-572Closed |
$31.7K - $36.9K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-578- 3.35% |
$32.1K - $37.3K
|
16.7K
$1.3M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-634- 6.36% |
$35.2K - $40.9K
|
9.34K
$726K
|
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-666- 12.84% |
$36.9K - $43K
|
4.52K
$352K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-708- 11.91% |
$39.3K - $45.7K
|
5.24K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-848- 1.54% |
$47K - $54.7K
|
54.1K
$4.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-879- 8.31% |
$48.7K - $56.7K
|
9.7K
$755K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-895- 2.06% |
$49.6K - $57.8K
|
42.6K
$3.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-921- 9.78% |
$51.1K - $59.4K
|
8.5K
$661K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-930- 17.12% |
$51.6K - $60K
|
4.5K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1K- 17.54% |
$55.6K - $64.7K
|
4.72K
$367K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.23% |
$58.6K - $68.2K
|
85K
$6.62M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.12K- 7.18% |
$62K - $72.2K
|
14.5K
$1.13M
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 19.42% |
$63.3K - $73.7K
|
4.74K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.29K- 6.39% |
$71.3K - $82.9K
|
18.8K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 27.11% |
$84.1K - $97.9K
|
4.08K
$317K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.58K- 12.29% |
$87.7K - $102K
|
11.3K
$879K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.77K- 12.07% |
$98K - $114K
|
12.9K
$1M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-1.79K- 12.28% |
$99.2K - $115K
|
12.8K
$995K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.04K- 21.68% |
$113K - $132K
|
7.38K
$574K
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.06K- 5.34% |
$114K - $133K
|
36.5K
$2.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.1K- 55.19% |
$116K - $136K
|
1.71K
$133K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.15K- 27.55% |
$119K - $139K
|
5.66K
$441K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 21.33% |
$120K - $140K
|
8.01K
$623K
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-2.32K- 29.64% |
$129K - $150K
|
5.51K
$428K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.8K- 36.43% |
$155K - $181K
|
4.89K
$380K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.04K- 22.97% |
$168K - $196K
|
10.2K
$792K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.04K- 11.73% |
$168K - $196K
|
22.9K
$1.78M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.08K- 11.48% |
$171K - $199K
|
23.7K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.19K- 15.49% |
$177K - $206K
|
17.4K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 5.0% |
$195K - $227K
|
66.8K
$5.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.56K- 12.19% |
$198K - $230K
|
25.7K
$2M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.71K- 21.5% |
$206K - $239K
|
13.5K
$1.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-3.89K- 71.77% |
$216K - $251K
|
1.53K
$119K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.06K- 4.47% |
$281K - $327K
|
108K
$8.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.88K- 9.44% |
$326K - $380K
|
56.4K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.91K- 5.07% |
$328K - $381K
|
111K
$8.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-8.12K- 36.23% |
$450K - $524K
|
14.3K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.91K- 6.89% |
$494K - $575K
|
120K
$9.36M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.6K- 48.99% |
$1.2M - $1.39M
|
22.5K
$1.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.8K- 11.51% |
$2.26M - $2.63M
|
314K
$24.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-42.4K- 11.55% |
$2.35M - $2.73M
|
324K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52K- 28.71% |
$2.88M - $3.35M
|
129K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-150K- 29.45% |
$8.32M - $9.68M
|
359K
$28M
|