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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-124- 6.03% |
$7.56K - $8.59K
|
1.93K
$152K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-136- 8.31% |
$8.29K - $9.42K
|
1.5K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-162- 1.08% |
$9.88K - $11.2K
|
14.8K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-164- 0.82% |
$10K - $11.4K
|
19.7K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-187- 1.62% |
$11.4K - $13K
|
11.4K
$895K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-209- 1.95% |
$12.7K - $14.5K
|
10.5K
$825K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-236- 0.65% |
$14.4K - $16.4K
|
35.8K
$2.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-277- 3.49% |
$16.9K - $19.2K
|
7.66K
$603K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-284- 2.57% |
$17.3K - $19.7K
|
10.8K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-291- 0.73% |
$17.7K - $20.2K
|
39.3K
$3.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-295- 6.12% |
$18K - $20.4K
|
4.53K
$356K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-317- 3.18% |
$19.3K - $22K
|
9.67K
$760K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-332- 9.68% |
$20.2K - $23K
|
3.1K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-346- 2.97% |
$21.1K - $24K
|
11.3K
$890K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-350- 5.62% |
$21.3K - $24.2K
|
5.88K
$463K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-389- 3.57% |
$23.7K - $26.9K
|
10.5K
$826K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-436- 7.84% |
$26.6K - $30.2K
|
5.13K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-532- 10.27% |
$32.4K - $36.9K
|
4.65K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-575- 2.41% |
$35.1K - $39.8K
|
23.3K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-591- 5.27% |
$36K - $40.9K
|
10.6K
$835K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-596- 63.68% |
$36.3K - $41.3K
|
340
$26.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-769- 2.51% |
$46.9K - $53.3K
|
29.9K
$2.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-786- 6.92% |
$47.9K - $54.5K
|
10.6K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-788- 5.38% |
$48K - $54.6K
|
13.8K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-852- 3.69% |
$51.9K - $59K
|
22.2K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-895- 0.63% |
$54.6K - $62K
|
141K
$11.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-933- 17.3% |
$56.9K - $64.6K
|
4.46K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-955- 6.81% |
$58.2K - $66.2K
|
13.1K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.02K- 22.02% |
$61.9K - $70.3K
|
3.59K
$283K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.11K- 26.94% |
$67.7K - $76.9K
|
3.01K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.22K- 1.79% |
$74.4K - $84.5K
|
66.8K
$5.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.27K- 2.79% |
$77.2K - $87.8K
|
44.2K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.45K- 9.16% |
$88.1K - $100K
|
14.3K
$1.13M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 15.56% |
$91.3K - $104K
|
8.13K
$639K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.53K- 4.16% |
$93K - $106K
|
35.1K
$2.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.57K- 19.94% |
$95.7K - $109K
|
6.31K
$496K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.61K- 14.67% |
$98.1K - $111K
|
9.36K
$736K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 52.43% |
$100K - $114K
|
1.49K
$117K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.78K- 23.96% |
$109K - $124K
|
5.66K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.83K- 6.1% |
$112K - $127K
|
28.2K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.95K- 10.49% |
$119K - $135K
|
16.6K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 16.17% |
$132K - $150K
|
11.2K
$882K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.41K- 35.72% |
$147K - $167K
|
4.33K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.57K- 39.62% |
$157K - $178K
|
3.92K
$309K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.65K- 45.49% |
$162K - $184K
|
3.18K
$250K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.67K- 20.92% |
$163K - $185K
|
10.1K
$794K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 41.18% |
$178K - $202K
|
4.17K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.23K- 11.4% |
$197K - $224K
|
25.1K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.57K- 47.26% |
$217K - $247K
|
3.98K
$313K
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.82K- 7.7% |
$233K - $265K
|
45.9K
$3.61M
|