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 17, 2022 Q1 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
2.9K
+ 4.77%
$188K - $212K
63.7K $4.96M
May 03, 2022 Q1 2022
Rtd Financial Advisors, Inc.

BUY
 -
2.84K
+ 3.41%
$185K - $208K
86.3K $6.71M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
2.69K
+ 23.35%
$175K - $197K
14.2K $1.11M
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
2.51K
+ 102.45%
$163K - $183K
4.96K $386K
Apr 13, 2022 Q1 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2.5K
+ 13.1%
$163K - $183K
21.6K $1.68M
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

BUY
 -
2.45K
+ 4.35%
$159K - $179K
58.7K $4.57M
May 16, 2022 Q1 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
2.41K
+ 51.09%
$157K - $176K
7.13K $555K
May 06, 2022 Q1 2022
Weaver Consulting Group

BUY
 -
2.4K
+ 6.35%
$156K - $176K
40.3K $3.13M
Apr 21, 2022 Q1 2022
Jacobsen Capital Management

BUY
 -
2.34K
+ 80.66%
$152K - $171K
5.25K $408K
May 13, 2022 Q1 2022
Cpwm, LLC

Seattle, WA
BUY
 -
2.21K
+ 18.2%
$144K - $162K
14.4K $1.12M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.94K
+ 16.37%
$126K - $142K
13.8K $1.07M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
1.78K
+ 14.39%
$116K - $130K
14.2K $1.1M
Apr 20, 2022 Q1 2022
Canal Capital Management, LLC

BUY
 -
1.73K
+ 4.5%
$112K - $127K
40.2K $3.12M
Apr 29, 2022 Q1 2022
Bellwether Advisors, LLC

BUY
 -
1.51K
New
$97.9K - $110K
1.51K $117K
Apr 13, 2022 Q1 2022
Annex Advisory Services, LLC

BUY
 -
1.49K
+ 4.23%
$96.9K - $109K
36.7K $2.86M
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
1.3K
+ 24.65%
$84.3K - $94.9K
6.56K $510K
Apr 07, 2022 Q1 2022
Diversified Trust CO

BUY
 -
1.25K
+ 16.73%
$81.1K - $91.2K
8.7K $677K
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

BUY
 -
1.11K
+ 2.72%
$72.4K - $81.5K
42K $3.27M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
1.05K
+ 24.48%
$68.4K - $77K
5.35K $416K
May 13, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
1.03K
+ 9.51%
$66.8K - $75.1K
11.8K $920K
May 06, 2022 Q1 2022
Tempus Wealth Planning, LLC

BUY
 -
999
+ 12.01%
$64.9K - $73.1K
9.32K $725K
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
955
+ 89.76%
$62.1K - $69.9K
2.02K $157K
May 13, 2022 Q1 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
896
+ 16.67%
$58.2K - $65.5K
6.27K $488K
May 13, 2022 Q1 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
848
+ 8.89%
$55.1K - $62K
10.4K $808K
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
826
+ 4.67%
$53.7K - $60.4K
18.5K $1.44M
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
767
+ 11.72%
$49.9K - $56.1K
7.31K $569K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
767
New
$49.9K - $56.1K
767 $59.7K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
729
+ 5.25%
$47.4K - $53.3K
14.6K $1.14M
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

BUY
 -
714
+ 7.08%
$46.4K - $52.2K
10.8K $840K
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

BUY
 -
673
+ 37.47%
$43.7K - $49.2K
2.47K $192K
Apr 15, 2022 Q1 2022
Verus Financial Partners, Inc.

BUY
 -
644
+ 3.4%
$41.9K - $47.1K
19.6K $1.52M
Apr 25, 2022 Q1 2022
Life Planning Partners, Inc

BUY
 -
596
+ 175.29%
$38.7K - $43.6K
936 $72.8K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
572
New
$37.2K - $41.8K
572 $44.5K
Apr 11, 2022 Q1 2022
Lbmc Investment Advisors, LLC

BUY
 -
562
+ 0.38%
$36.5K - $41.1K
149K $11.6M
Apr 29, 2022 Q1 2022
Financial Strategies Group, Inc.

BUY
 -
509
+ 9.37%
$33.1K - $37.2K
5.94K $462K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
468
+ 6.36%
$30.4K - $34.2K
7.82K $608K
Dec 26, 2024 Q1 2022
Cypress Capital, LLC

BUY
 -
460
+ 3.37%
$29.9K - $33.6K
14.1K $1.1M
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

BUY
 -
459
+ 23.91%
$29.8K - $33.6K
2.38K $185K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
455
+ 35.86%
$29.6K - $33.3K
1.72K $134K
May 10, 2022 Q1 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
443
+ 7.49%
$28.8K - $32.4K
6.35K $494K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
412
+ 23.8%
$26.8K - $30.1K
2.14K $167K
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
411
+ 13.99%
$26.7K - $30.1K
3.35K $261K
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

BUY
 -
352
+ 3.8%
$22.9K - $25.7K
9.63K $749K
May 10, 2022 Q1 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
338
+ 2.28%
$22K - $24.7K
15.2K $1.18M
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

BUY
 -
336
+ 11.06%
$21.8K - $24.6K
3.38K $263K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
320
+ 8.93%
$20.8K - $23.4K
3.91K $304K
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
313
+ 1.86%
$20.3K - $22.9K
17.1K $1.33M
May 02, 2022 Q1 2022
Brandywine Oak Private Wealth LLC

BUY
 -
284
+ 9.17%
$18.5K - $20.8K
3.38K $263K
Apr 12, 2022 Q1 2022
Boston Standard Wealth Management, LLC

BUY
 -
257
+ 4.22%
$16.7K - $18.8K
6.34K $493K

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