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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.59K- 5.85% |
$168K - $189K
|
41.7K
$3.25M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.77KClosed |
$180K - $203K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$181K - $203K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.8K- 22.97% |
$182K - $205K
|
9.4K
$731K
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.82KClosed |
$183K - $206K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.88KClosed |
$187K - $210K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.94KClosed |
$191K - $215K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.06KClosed |
$199K - $224K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.41K- 11.13% |
$222K - $249K
|
27.2K
$2.12M
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.91K- 23.07% |
$254K - $286K
|
13K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-4.01KClosed |
$260K - $293K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.19K- 53.73% |
$273K - $307K
|
3.61K
$281K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.42K- 95.67% |
$287K - $323K
|
200
$15.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-4.73K- 45.2% |
$308K - $346K
|
5.74K
$446K
|
|
|
Apr 27, 2022
Q1 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-5.49K- 9.92% |
$357K - $401K
|
49.9K
$3.88M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.75K- 4.48% |
$374K - $421K
|
123K
$9.54M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.93K- 1.53% |
$385K - $434K
|
382K
$29.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.07KClosed |
$395K - $444K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.33K- 7.76% |
$411K - $463K
|
75.2K
$5.85M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.7K- 20.2% |
$435K - $490K
|
26.5K
$2.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-6.77KClosed |
$440K - $495K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-6.95K- 56.64% |
$452K - $509K
|
5.32K
$414K
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-7.33K- 8.01% |
$476K - $536K
|
84.1K
$6.54M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.4KClosed |
$481K - $541K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.6K- 9.18% |
$494K - $556K
|
75.2K
$5.85M
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-8.14KClosed |
$529K - $595K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.57K- 23.32% |
$557K - $627K
|
28.2K
$2.19M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-11.7KClosed |
$759K - $854K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-12.7KClosed |
$827K - $931K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.9K- 18.3% |
$837K - $942K
|
57.5K
$4.48M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.9K- 40.72% |
$1.03M - $1.16M
|
23.2K
$1.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-28.2K- 68.73% |
$1.83M - $2.06M
|
12.8K
$998K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.5K- 14.88% |
$1.98M - $2.23M
|
175K
$13.6M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.2K- 23.99% |
$2.42M - $2.72M
|
118K
$9.18M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-38.1K- 86.96% |
$2.47M - $2.79M
|
5.71K
$444K
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-79.1K- 78.33% |
$5.14M - $5.79M
|
21.9K
$1.7M
|
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-121KClosed |
$7.85M - $8.83M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-217K- 87.48% |
$14.1M - $15.9M
|
31.1K
$2.42M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-314K- 83.7% |
$20.4M - $23M
|
61.2K
$4.76M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-554K- 80.11% |
$36M - $40.5M
|
138K
$10.7M
|