Purchases and Sales Made in Q4 2024 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q4 2024. 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 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
65.3KNew |
$5.01M - $5.22M
|
65.3K
$5.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
59KNew |
$4.52M - $4.71M
|
59K
$4.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.6K+ 962.28% |
$2.73M - $2.84M
|
39.3K
$3.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
26.3K+ 33.03% |
$2.01M - $2.1M
|
106K
$8.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
26KNew |
$2M - $2.08M
|
26K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26KNew |
$1.99M - $2.08M
|
26K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
24.5K+ 44.44% |
$1.88M - $1.96M
|
79.7K
$6.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
13.9KNew |
$1.07M - $1.11M
|
13.9K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
13.8KNew |
$1.06M - $1.1M
|
13.8K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
13.1KNew |
$1M - $1.05M
|
13.1K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 18.29% |
$858K - $894K
|
72.4K
$5.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.87KNew |
$756K - $788K
|
9.87K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.9K+ 91.94% |
$682K - $711K
|
18.6K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.63K+ 14.87% |
$661K - $689K
|
66.7K
$5.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.1K+ 11.21% |
$544K - $567K
|
70.4K
$5.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.34K+ 155.13% |
$409K - $426K
|
8.78K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.92KNew |
$377K - $393K
|
4.92K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.39KNew |
$336K - $351K
|
4.39K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
3.56KNew |
$273K - $285K
|
3.56K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.27KNew |
$250K - $261K
|
3.27K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.07KNew |
$235K - $245K
|
3.07K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.9KNew |
$222K - $232K
|
2.9K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.76KNew |
$211K - $220K
|
2.76K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.69KNew |
$206K - $215K
|
2.69K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.48K+ 65.86% |
$190K - $198K
|
6.23K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 8.52% |
$178K - $186K
|
29.6K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.24K+ 5.81% |
$172K - $179K
|
40.8K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.21K+ 3.42% |
$169K - $177K
|
66.9K
$5.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.13K+ 237.5% |
$163K - $170K
|
3.02K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05K+ 81.86% |
$157K - $164K
|
4.55K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.02K+ 7.85% |
$154K - $161K
|
27.7K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.97K+ 9.71% |
$151K - $157K
|
22.2K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.94K+ 6.87% |
$149K - $155K
|
30.2K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.59K+ 11.92% |
$122K - $127K
|
14.9K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.49K+ 36.27% |
$114K - $119K
|
5.58K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.47K+ 5.99% |
$112K - $117K
|
26K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.38K+ 6.16% |
$105K - $110K
|
23.7K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.34K+ 28.61% |
$103K - $107K
|
6.02K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.31K+ 11.6% |
$100K - $105K
|
12.6K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.28K+ 18.22% |
$98.1K - $102K
|
8.3K
$653K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
902+ 26.93% |
$69.1K - $72.1K
|
4.25K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
854+ 3.1% |
$65.4K - $68.2K
|
28.4K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725New |
$55.5K - $57.9K
|
725
$57K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
581+ 3.32% |
$44.5K - $46.4K
|
18.1K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
552+ 15.58% |
$42.3K - $44.1K
|
4.1K
$322K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
542+ 6.66% |
$41.5K - $43.3K
|
8.68K
$683K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
541+ 2.47% |
$41.4K - $43.2K
|
22.5K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
537+ 3.53% |
$41.1K - $42.9K
|
15.7K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
535+ 12.38% |
$41K - $42.7K
|
4.86K
$382K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
490New |
$37.5K - $39.1K
|
490
$38.5K
|