Purchases and Sales Made in Q4 2023 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
691+ 6.6% |
$42.1K - $47.9K
|
11.2K
$878K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
683New |
$41.6K - $47.3K
|
683
$53.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
670+ 5.09% |
$40.8K - $46.4K
|
13.8K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
660+ 15.2% |
$40.2K - $45.7K
|
5K
$393K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
651+ 3.38% |
$39.7K - $45.1K
|
19.9K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
648+ 5.4% |
$39.5K - $44.9K
|
12.7K
$995K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
601+ 138.48% |
$36.6K - $41.6K
|
1.04K
$81.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
592New |
$36.1K - $41K
|
592
$46.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
588+ 16.24% |
$35.8K - $40.7K
|
4.21K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
579+ 14.26% |
$35.3K - $40.1K
|
4.64K
$365K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
535+ 2.55% |
$32.6K - $37.1K
|
21.5K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
512+ 3.02% |
$31.2K - $35.5K
|
17.5K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
495New |
$30.2K - $34.3K
|
495
$38.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
494+ 7.76% |
$30.1K - $34.2K
|
6.86K
$540K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
483+ 11.82% |
$29.4K - $33.5K
|
4.57K
$359K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
468New |
$28.5K - $32.4K
|
468
$36.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
455+ 1.77% |
$27.7K - $31.5K
|
26.1K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
438+ 3.14% |
$26.7K - $30.3K
|
14.4K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
378+ 76.36% |
$23K - $26.2K
|
873
$68.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
374+ 7.31% |
$22.8K - $25.9K
|
5.49K
$432K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
370+ 8.09% |
$22.6K - $25.6K
|
4.94K
$389K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
365+ 1.95% |
$22.3K - $25.3K
|
19.1K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
348+ 3.91% |
$21.2K - $24.1K
|
9.24K
$727K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
343+ 1.24% |
$20.9K - $23.8K
|
27.9K
$2.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
323+ 6.67% |
$19.7K - $22.4K
|
5.16K
$406K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
304+ 7.31% |
$18.5K - $21.1K
|
4.46K
$351K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
277+ 4.07% |
$16.9K - $19.2K
|
7.08K
$557K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
271+ 5.49% |
$16.5K - $18.8K
|
5.21K
$409K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
266+ 11.91% |
$16.2K - $18.4K
|
2.5K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
237+ 0.3% |
$14.4K - $16.4K
|
79.7K
$6.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
226+ 2.07% |
$13.8K - $15.7K
|
11.2K
$878K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
220+ 4.01% |
$13.4K - $15.2K
|
5.71K
$449K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
220+ 9.05% |
$13.4K - $15.2K
|
2.65K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
208+ 0.83% |
$12.7K - $14.4K
|
25.3K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
198+ 14.34% |
$12.1K - $13.7K
|
1.58K
$124K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
194New |
$11.8K - $13.4K
|
194
$15.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
172New |
$10.5K - $11.9K
|
172
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
167+ 4.46% |
$10.2K - $11.6K
|
3.91K
$308K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
154New |
$9.39K - $10.7K
|
154
$12.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
151+ 8.23% |
$9.2K - $10.5K
|
1.99K
$156K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
145+ 1.62% |
$8.84K - $10K
|
9.07K
$714K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
142New |
$8.66K - $9.84K
|
142
$11.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
142New |
$8.66K - $9.84K
|
142
$11.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
120+ 400.0% |
$7.32K - $8.31K
|
150
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
114+ 2.93% |
$6.95K - $7.9K
|
4K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
110+ 1.25% |
$6.71K - $7.62K
|
8.93K
$702K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
109+ 1.83% |
$6.64K - $7.55K
|
6.07K
$478K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
103+ 0.31% |
$6.28K - $7.14K
|
33.3K
$2.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
102+ 0.84% |
$6.22K - $7.07K
|
12.2K
$963K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100+ 12.79% |
$6.1K - $6.93K
|
882
$69.4K
|