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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-518- 4.5% |
$28.5K - $32.5K
|
11K
$856K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-525- 5.05% |
$28.9K - $32.9K
|
9.86K
$767K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-533- 10.35% |
$29.4K - $33.4K
|
4.62K
$359K
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-544- 9.88% |
$30K - $34.1K
|
4.96K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-554- 5.36% |
$30.5K - $34.7K
|
9.78K
$761K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-554- 8.19% |
$30.5K - $34.7K
|
6.21K
$483K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-570- 4.48% |
$31.4K - $35.7K
|
12.2K
$946K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-594- 2.19% |
$32.7K - $37.2K
|
26.5K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-597- 35.01% |
$32.9K - $37.4K
|
1.11K
$86.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-725- 1.08% |
$39.9K - $45.5K
|
66.1K
$5.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-726- 2.67% |
$40K - $45.5K
|
26.5K
$2.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-733- 4.69% |
$40.4K - $46K
|
14.9K
$1.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-798- 3.0% |
$43.9K - $50K
|
25.8K
$2.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-848- 12.47% |
$46.7K - $53.2K
|
5.95K
$463K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-855- 12.33% |
$47.1K - $53.6K
|
6.08K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-868- 15.19% |
$47.8K - $54.4K
|
4.85K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-889- 5.65% |
$49K - $55.7K
|
14.8K
$1.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-938- 53.6% |
$51.7K - $58.8K
|
812
$63.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-996- 2.81% |
$54.8K - $62.4K
|
34.5K
$2.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.4K- 14.48% |
$76.9K - $87.5K
|
8.25K
$642K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.43K- 22.31% |
$79K - $89.9K
|
5K
$389K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-1.44K- 6.09% |
$79.4K - $90.4K
|
22.2K
$1.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.47K- 15.43% |
$80.7K - $91.9K
|
8.03K
$625K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.49K- 8.47% |
$81.8K - $93.2K
|
16.1K
$1.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.72K- 3.18% |
$94.8K - $108K
|
52.4K
$4.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.25K- 9.83% |
$124K - $141K
|
20.6K
$1.6M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.42K- 37.44% |
$133K - $152K
|
4.05K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 37.86% |
$142K - $162K
|
4.25K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.62K- 19.79% |
$144K - $164K
|
10.6K
$825K
|
|
|
Jan 20, 2023
Q4 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.05K- 5.96% |
$168K - $191K
|
48.2K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.14K- 11.02% |
$173K - $197K
|
25.4K
$1.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.51K- 11.53% |
$193K - $220K
|
26.9K
$2.1M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.57KClosed |
$197K - $224K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-3.83K- 7.43% |
$211K - $240K
|
47.7K
$3.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.98KClosed |
$219K - $249K
|
0
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-4.62K- 10.83% |
$254K - $289K
|
38K
$2.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-5.9K- 1.82% |
$325K - $370K
|
319K
$24.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.38K- 11.3% |
$351K - $400K
|
50.1K
$3.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.63K- 48.98% |
$365K - $416K
|
6.91K
$538K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-9.97K- 42.0% |
$549K - $625K
|
13.8K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.4K- 67.05% |
$1.13M - $1.28M
|
10K
$782K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.4K- 26.54% |
$1.62M - $1.84M
|
81.3K
$6.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-58.8K- 18.72% |
$3.24M - $3.68M
|
255K
$19.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-73.6K- 83.77% |
$4.05M - $4.62M
|
14.3K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-167K- 80.34% |
$9.22M - $10.5M
|
41K
$3.19M
|