Purchases and Sales Made in Q3 2023 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-69- 2.76% |
$4.36K - $4.67K
|
2.43K
$188K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75- 32.89% |
$4.74K - $5.08K
|
153
$11.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-76- 0.71% |
$4.81K - $5.15K
|
10.7K
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-92- 23.17% |
$5.82K - $6.23K
|
305
$23.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-103- 2.98% |
$6.51K - $6.98K
|
3.36K
$259K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-119- 1.87% |
$7.53K - $8.06K
|
6.23K
$482K
|
|
|
Oct 10, 2023
Q3 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-119- 0.24% |
$7.53K - $8.06K
|
49.7K
$3.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-120- 0.73% |
$7.59K - $8.13K
|
16.2K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-130- 0.97% |
$8.22K - $8.8K
|
13.2K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-137- 0.93% |
$8.66K - $9.28K
|
14.6K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-148- 2.44% |
$9.36K - $10K
|
5.92K
$458K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-156- 0.97% |
$9.87K - $10.6K
|
15.9K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-159- 1.44% |
$10.1K - $10.8K
|
10.9K
$842K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-165- 57.29% |
$10.4K - $11.2K
|
123
$9.51K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-167- 2.0% |
$10.6K - $11.3K
|
8.2K
$634K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-172- 1.77% |
$10.9K - $11.6K
|
9.54K
$738K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-176- 4.49% |
$11.1K - $11.9K
|
3.75K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-208- 2.39% |
$13.2K - $14.1K
|
8.48K
$656K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-210- 0.85% |
$13.3K - $14.2K
|
24.6K
$1.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-223- 6.65% |
$14.1K - $15.1K
|
3.13K
$242K
|
|
|
Oct 13, 2023
Q3 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-260- 6.09% |
$16.4K - $17.6K
|
4.01K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-266- 3.46% |
$16.8K - $18K
|
7.42K
$573K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-269- 2.39% |
$17K - $18.2K
|
11K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-275- 95.82% |
$17.4K - $18.6K
|
12
$928
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-277- 1.72% |
$17.5K - $18.8K
|
15.8K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-301- 4.47% |
$19K - $20.4K
|
6.43K
$497K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-307- 2.47% |
$19.4K - $20.8K
|
12.1K
$939K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-325- 8.48% |
$20.6K - $22K
|
3.51K
$271K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-340- 0.93% |
$21.5K - $23K
|
36.1K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-379- 2.76% |
$24K - $25.7K
|
13.4K
$1.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-381- 8.46% |
$24.1K - $25.8K
|
4.12K
$319K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-401- 0.98% |
$25.4K - $27.2K
|
40.3K
$3.12M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-423- 3.08% |
$26.8K - $28.6K
|
13.3K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-462- 5.5% |
$29.2K - $31.3K
|
7.94K
$614K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-464- 0.6% |
$29.3K - $31.4K
|
77.3K
$5.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-475- 2.72% |
$30K - $32.2K
|
17K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-487- 30.02% |
$30.8K - $33K
|
1.14K
$87.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-498- 8.32% |
$31.5K - $33.7K
|
5.49K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-499- 5.76% |
$31.6K - $33.8K
|
8.17K
$631K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-500- 35.97% |
$31.6K - $33.9K
|
890
$68.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-528- 2.85% |
$33.4K - $35.8K
|
18K
$1.39M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-559- 14.74% |
$35.4K - $37.9K
|
3.23K
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-607- 1.1% |
$38.4K - $41.1K
|
54.8K
$4.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-640- 3.11% |
$40.5K - $43.3K
|
19.9K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-714- 13.41% |
$45.2K - $48.4K
|
4.61K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-745- 12.9% |
$47.1K - $50.5K
|
5.03K
$389K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-748- 6.67% |
$47.3K - $50.7K
|
10.5K
$810K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-764- 13.67% |
$48.3K - $51.7K
|
4.82K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-791- 2.78% |
$50K - $53.6K
|
27.7K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-870- 5.5% |
$55K - $58.9K
|
14.9K
$1.15M
|