Purchases and Sales Made in Q1 2022 in Ishares Tr Core Aggressive All (AOA)
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
|
Blair William & CO
Chicago, IL |
BUY
|
- |
253+ 68.01% |
$16.4K - $18.5K
|
625
$48.6K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
215+ 17.65% |
$14K - $15.7K
|
1.43K
$111K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
195New |
$12.7K - $14.3K
|
195
$15.2K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
187+ 1.82% |
$12.2K - $13.7K
|
10.5K
$816K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
182+ 0.59% |
$11.8K - $13.3K
|
31K
$2.41M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
180+ 5.11% |
$11.7K - $13.2K
|
3.71K
$288K
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
174+ 3.1% |
$11.3K - $12.7K
|
5.79K
$451K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
173+ 83.57% |
$11.2K - $12.7K
|
380
$29.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
168+ 7.07% |
$10.9K - $12.3K
|
2.54K
$198K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
162+ 19.98% |
$10.5K - $11.9K
|
973
$75.7K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
155+ 70.45% |
$10.1K - $11.3K
|
375
$29.2K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
150New |
$9.75K - $11K
|
150
$11.7K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 90.2% |
$8.97K - $10.1K
|
291
$22.6K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
127+ 3.72% |
$8.26K - $9.29K
|
3.54K
$275K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
116+ 0.77% |
$7.54K - $8.49K
|
15.1K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
105+ 67.31% |
$6.83K - $7.68K
|
261
$20.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
99+ 1.67% |
$6.44K - $7.24K
|
6.03K
$469K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
95+ 0.93% |
$6.18K - $6.95K
|
10.3K
$799K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
92+ 0.69% |
$5.98K - $6.73K
|
13.4K
$1.04M
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
90+ 0.66% |
$5.85K - $6.58K
|
13.7K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
85+ 8.17% |
$5.53K - $6.22K
|
1.13K
$87.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
73+ 0.48% |
$4.75K - $5.34K
|
15.1K
$1.18M
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
69+ 1.3% |
$4.49K - $5.05K
|
5.36K
$417K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
67+ 3.44% |
$4.36K - $4.9K
|
2.02K
$157K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
59+ 8.87% |
$3.84K - $4.32K
|
724
$56.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
BUY
|
- |
52+ 12.97% |
$3.38K - $3.8K
|
453
$35.2K
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
49+ 0.56% |
$3.19K - $3.58K
|
8.81K
$685K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
45New |
$2.93K - $3.29K
|
45
$3.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
44+ 19.64% |
$2.86K - $3.22K
|
268
$20.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
41+ 0.16% |
$2.67K - $3K
|
25.3K
$1.97M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
36+ 0.27% |
$2.34K - $2.63K
|
13.3K
$1.04M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
32+ 1.04% |
$2.08K - $2.34K
|
3.1K
$241K
|
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
20+ 2.5% |
$1.3K - $1.46K
|
821
$63.9K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
17New |
$1.11K - $1.24K
|
17
$1.32K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
13+ 0.24% |
$845 - $951
|
5.47K
$426K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 1.03% |
$650 - $732
|
984
$76.5K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10New |
$650 - $732
|
10
$778
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
9+ 0.11% |
$585 - $658
|
8.01K
$623K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$325 - $366
|
4.67K
$363K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4New |
$260 - $293
|
4
$311
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.29% |
$195 - $219
|
1.04K
$80.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 0.04% |
$390 - $439
|
14.3K
$1.11M
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-10- 1.27% |
$650 - $732
|
775
$60.3K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-12- 3.0% |
$780 - $878
|
388
$30.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12- 0.21% |
$780 - $878
|
5.62K
$437K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-15- 0.25% |
$975 - $1.1K
|
5.94K
$462K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-17- 0.49% |
$1.11K - $1.24K
|
3.49K
$271K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 4.86% |
$1.37K - $1.54K
|
411
$32K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 1.4% |
$1.69K - $1.9K
|
1.83K
$143K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-26- 0.1% |
$1.69K - $1.9K
|
27K
$2.1M
|