Purchases and Sales Made in Q4 2021 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.64K- 12.44% |
$114K - $121K
|
11.6K
$894K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 14.38% |
$119K - $126K
|
10.2K
$787K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.76K- 3.82% |
$122K - $130K
|
44.3K
$3.43M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.32KClosed |
$161K - $171K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.51K- 15.07% |
$174K - $184K
|
14.1K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.51K- 17.48% |
$174K - $185K
|
11.8K
$916K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.7K- 24.1% |
$187K - $199K
|
8.5K
$657K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.82K- 11.79% |
$196K - $208K
|
21.1K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.99KClosed |
$208K - $220K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-3.53K- 14.18% |
$245K - $260K
|
21.4K
$1.65M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.65KClosed |
$254K - $269K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.99K- 40.12% |
$277K - $294K
|
5.96K
$461K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.1K- 16.66% |
$285K - $302K
|
20.5K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-6.07KClosed |
$422K - $447K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-8.19K- 18.56% |
$569K - $603K
|
36K
$2.78M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8.26K- 25.19% |
$574K - $608K
|
24.5K
$1.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-9.46KClosed |
$657K - $696K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-13.3KClosed |
$924K - $978K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.3K- 76.11% |
$994K - $1.05M
|
4.49K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-16.1K- 4.56% |
$1.12M - $1.18M
|
336K
$26M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.4KClosed |
$1.49M - $1.57M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-21.4KClosed |
$1.49M - $1.58M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.3K- 12.58% |
$1.55M - $1.64M
|
155K
$12M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-25.8KClosed |
$1.79M - $1.9M
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-45.5K- 85.71% |
$3.16M - $3.35M
|
7.58K
$586K
|