Purchases and Sales Made in Q4 2022 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.8M+ 780.03% |
$154M - $176M
|
3.16M
$246M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
906K+ 1787.03% |
$49.9M - $56.8M
|
956K
$74.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
695K+ 553.84% |
$38.3M - $43.5M
|
820K
$63.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
267KNew |
$14.7M - $16.7M
|
267K
$20.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
267KNew |
$14.7M - $16.7M
|
267K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
264K+ 307.24% |
$14.5M - $16.5M
|
350K
$27.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
79.5K+ 353.54% |
$4.38M - $4.98M
|
102K
$7.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
63.4KNew |
$3.49M - $3.97M
|
63.4K
$4.93M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
45.8K+ 163.76% |
$2.52M - $2.87M
|
73.8K
$5.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
39.6KNew |
$2.18M - $2.48M
|
39.6K
$3.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.1K+ 222.15% |
$2.15M - $2.45M
|
56.7K
$4.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
34.4K+ 256.19% |
$1.89M - $2.16M
|
47.8K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
27.4KNew |
$1.51M - $1.72M
|
27.4K
$2.13M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
25.8KNew |
$1.42M - $1.62M
|
25.8K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.4K+ 18.9% |
$1.34M - $1.53M
|
153K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.7K+ 57.75% |
$1.25M - $1.42M
|
62K
$4.82M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
22.4K+ 368.73% |
$1.24M - $1.41M
|
28.5K
$2.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
20.5KNew |
$1.13M - $1.29M
|
20.5K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
19.5KNew |
$1.07M - $1.22M
|
19.5K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
18.3K+ 136.63% |
$1.01M - $1.14M
|
31.6K
$2.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
17.7KNew |
$974K - $1.11M
|
17.7K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.7KNew |
$974K - $1.11M
|
17.7K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.8KNew |
$925K - $1.05M
|
16.8K
$1.31M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.8KNew |
$925K - $1.05M
|
16.8K
$1.31M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.7K+ 139.9% |
$919K - $1.05M
|
28.6K
$2.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14KNew |
$770K - $876K
|
14K
$1.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.6KNew |
$749K - $853K
|
13.6K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
12.8KNew |
$704K - $802K
|
12.8K
$995K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6K+ 49.06% |
$693K - $789K
|
38.3K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$630K - $718K
|
11.4K
$890K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11K+ 89.1% |
$605K - $689K
|
23.3K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.3KNew |
$570K - $649K
|
10.3K
$805K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
8.42K+ 38.12% |
$464K - $528K
|
30.5K
$2.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.75KNew |
$427K - $486K
|
7.75K
$603K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
7.53K+ 13.99% |
$415K - $472K
|
61.4K
$4.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
7.13K+ 49.91% |
$393K - $447K
|
21.4K
$1.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
6.95K+ 12.03% |
$383K - $436K
|
64.7K
$5.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.83K+ 28.05% |
$376K - $428K
|
31.2K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
6.15KNew |
$338K - $385K
|
6.15K
$478K
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.08K+ 18.14% |
$335K - $381K
|
39.6K
$3.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5.93K+ 46.03% |
$326K - $372K
|
18.8K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.66K+ 4.7% |
$312K - $355K
|
126K
$9.8M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.31K+ 1.34% |
$292K - $333K
|
401K
$31.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.08K+ 33.66% |
$280K - $318K
|
20.2K
$1.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.36KNew |
$240K - $273K
|
4.36K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
4.19KNew |
$231K - $262K
|
4.19K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.18K+ 53.57% |
$230K - $262K
|
12K
$932K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.13KNew |
$227K - $259K
|
4.13K
$321K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4KNew |
$220K - $251K
|
4K
$311K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.91KNew |
$215K - $245K
|
3.91K
$304K
|