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 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
465+ 1.8% |
$35.6K - $37.1K
|
26.3K
$2.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
327+ 0.95% |
$25.1K - $26.1K
|
34.7K
$2.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
289+ 4.02% |
$22.1K - $23.1K
|
7.48K
$588K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
247+ 5.58% |
$18.9K - $19.7K
|
4.67K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
244+ 8.4% |
$18.7K - $19.5K
|
3.15K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
227+ 7.74% |
$17.4K - $18.1K
|
3.16K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
213+ 0.47% |
$16.3K - $17K
|
45.5K
$3.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
206+ 3.93% |
$15.8K - $16.5K
|
5.45K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
174New |
$13.3K - $13.9K
|
174
$13.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
156+ 2.21% |
$12K - $12.5K
|
7.2K
$566K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
150+ 2.12% |
$11.5K - $12K
|
7.23K
$568K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
144+ 0.73% |
$11K - $11.5K
|
19.9K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
141+ 1.98% |
$10.8K - $11.3K
|
7.26K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
132New |
$10.1K - $10.5K
|
132
$10.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
130New |
$9.96K - $10.4K
|
130
$10.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
122+ 2.28% |
$9.35K - $9.75K
|
5.47K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
118+ 3.57% |
$9.04K - $9.43K
|
3.42K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
103+ 1.23% |
$7.89K - $8.23K
|
8.49K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
85+ 19.77% |
$6.51K - $6.79K
|
515
$40.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
78+ 17.49% |
$5.98K - $6.23K
|
524
$41.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
71+ 2.23% |
$5.44K - $5.67K
|
3.26K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68+ 1.96% |
$5.21K - $5.43K
|
3.53K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
68+ 1.65% |
$5.21K - $5.43K
|
4.2K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
68+ 1.59% |
$5.21K - $5.43K
|
4.34K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
64+ 0.99% |
$4.9K - $5.11K
|
6.52K
$512K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 0.92% |
$4.37K - $4.55K
|
6.28K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48+ 1.29% |
$3.68K - $3.83K
|
3.78K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
42+ 17.57% |
$3.22K - $3.35K
|
281
$22.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
39+ 0.95% |
$2.99K - $3.12K
|
4.15K
$326K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
39+ 1.33% |
$2.99K - $3.12K
|
2.98K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
32+ 0.68% |
$2.45K - $2.56K
|
4.73K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 0.2% |
$2.15K - $2.24K
|
14.1K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
24+ 0.79% |
$1.84K - $1.92K
|
3.07K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
23+ 0.33% |
$1.76K - $1.84K
|
6.98K
$549K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
19+ 0.53% |
$1.46K - $1.52K
|
3.59K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 1.29% |
$1.15K - $1.2K
|
1.18K
$92.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.3% |
$996 - $1.04K
|
4.34K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 0.35% |
$766 - $799
|
2.88K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
10+ 1.06% |
$766 - $799
|
957
$75.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10New |
$766 - $799
|
10
$786
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
7+ 0.22% |
$536 - $559
|
3.24K
$255K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 3.17% |
$536 - $559
|
228
$17.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
7+ 0.96% |
$536 - $559
|
738
$58K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.0% |
$153 - $160
|
2.19M
$173M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.06% |
$76.6 - $79.9
|
95
$7.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.27% |
$76.6 - $79.9
|
45
$3.54K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$76.6 - $79.9
|
33.8K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.02% |
$153 - $160
|
10.1K
$793K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.06% |
$230 - $240
|
5.28K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4- 1.48% |
$306 - $320
|
267
$21K
|