Purchases and Sales Made in Q1 2022 in Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q1 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
May 13, 2022 Q1 2022
Cowa, LLC

Tulsa, OK
BUY
 -
647K
New
$42.1M - $47.3M
647K $50M
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

BUY
 -
173K
New
$11.3M - $12.7M
173K $13.4M
Apr 22, 2022 Q1 2022
Sweet Financial Partners, LLC

BUY
 -
171K
+ 6048.39%
$11.1M - $12.5M
174K $13.4M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
142K
New
$9.22M - $10.4M
142K $11M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
108K
New
$7.02M - $7.9M
108K $8.35M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
32.8K
New
$2.13M - $2.4M
32.8K $2.54M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
28.6K
New
$1.86M - $2.09M
28.6K $2.21M
May 04, 2022 Q1 2022
Arcus Capital Partners, LLC

BUY
 -
16.3K
+ 478.75%
$1.06M - $1.19M
19.7K $1.52M
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
14.9K
+ 55.76%
$965K - $1.09M
41.5K $3.21M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
14.8K
+ 4.4%
$961K - $1.08M
350K $27.1M
May 18, 2022 Q1 2022
Buttonwood Financial Group, LLC

BUY
 -
14.2K
New
$926K - $1.04M
14.2K $1.1M
May 09, 2022 Q1 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
13.6K
New
$886K - $997K
13.6K $1.05M
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
11K
+ 95.16%
$715K - $805K
22.6K $1.74M
Apr 29, 2022 Q1 2022
Paragon Advisors, LLC

BUY
 -
10.9K
New
$708K - $797K
10.9K $842K
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
10.6K
New
$687K - $773K
10.6K $816K
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.3K
+ 37.09%
$669K - $752K
38K $2.94M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.69K
New
$565K - $636K
8.69K $672K
Apr 18, 2022 Q1 2022
Archford Capital Strategies, LLC

BUY
 -
8.51K
+ 34.7%
$553K - $623K
33K $2.55M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
8.5K
+ 100.02%
$552K - $622K
17K $1.31M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
7.83K
+ 174.37%
$509K - $573K
12.3K $952K
Apr 12, 2022 Q1 2022
Ccg Wealth Management, LLC

BUY
 -
7.82K
New
$508K - $572K
7.82K $604K
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

BUY
 -
7.2K
New
$468K - $527K
7.2K $556K
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
6.94K
+ 65.98%
$451K - $508K
17.5K $1.35M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
6.27K
+ 30.61%
$408K - $459K
26.8K $2.07M
Apr 27, 2022 Q1 2022
Orin Green Financial, LLC

BUY
 -
6.18K
New
$402K - $452K
6.18K $478K
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
5.94K
New
$386K - $435K
5.94K $459K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.29K
+ 36.74%
$344K - $387K
19.7K $1.52M
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
5.28K
New
$343K - $386K
5.28K $408K
Apr 12, 2022 Q1 2022
Mcia Inc

BUY
 -
5.11K
New
$332K - $374K
5.11K $395K
May 04, 2022 Q1 2022
First Ascent Asset Management, LLC

BUY
 -
4.86K
+ 13.52%
$316K - $356K
40.8K $3.15M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
4.3K
+ 20.38%
$279K - $314K
25.4K $1.96M
Apr 13, 2022 Q1 2022
Ellenbecker Investment Group

BUY
 -
4.28K
+ 147.99%
$278K - $313K
7.17K $554K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.27K
+ 1.14%
$278K - $312K
378K $29.2M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
4.24K
+ 79.27%
$276K - $310K
9.6K $742K
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
4.24K
New
$275K - $310K
4.24K $327K
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
4.16K
+ 12.51%
$271K - $305K
37.5K $2.9M
May 02, 2022 Q1 2022
Bcgm Wealth Management, LLC

BUY
 -
4.09K
New
$266K - $299K
4.09K $316K
Apr 20, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
4.02K
New
$261K - $294K
4.02K $311K
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.93K
New
$255K - $287K
3.93K $304K
Apr 28, 2022 Q1 2022
Fullen Financial Group

BUY
 -
3.7K
New
$240K - $270K
3.7K $286K
Apr 21, 2022 Q1 2022
Arbor Investment Advisors, LLC

BUY
 -
3.69K
New
$240K - $270K
3.69K $285K
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
3.66K
New
$238K - $268K
3.66K $283K
May 16, 2022 Q1 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
3.51K
New
$228K - $256K
3.51K $271K
Apr 21, 2022 Q1 2022
Strateg Iq Financial Group, LLC

BUY
 -
3.23K
+ 7.54%
$210K - $236K
46K $3.56M
May 06, 2022 Q1 2022
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
3.13K
New
$203K - $229K
3.13K $242K
May 19, 2022 Q1 2022
Penobscot Wealth Management

BUY
 -
3.05K
New
$199K - $223K
3.05K $236K
May 09, 2022 Q1 2022
True Private Wealth Advisors

BUY
 -
3.05K
+ 33.61%
$198K - $223K
12.1K $937K
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

BUY
 -
2.95K
New
$191K - $215K
2.95K $228K
May 12, 2022 Q1 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2.9K
New
$189K - $212K
2.9K $224K

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