Purchases and Sales Made in Q1 2023 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q1 2023. 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 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.99K- 5.88% |
$299K - $323K
|
79.9K
$6.39M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.01K- 24.85% |
$300K - $325K
|
15.1K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.08K- 26.07% |
$304K - $329K
|
14.4K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.16K- 62.5% |
$309K - $334K
|
3.09K
$247K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.45K- 68.51% |
$386K - $418K
|
2.97K
$237K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-8.63K- 18.05% |
$516K - $559K
|
39.2K
$3.13M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-9.52K- 42.83% |
$570K - $617K
|
12.7K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.54K- 6.22% |
$571K - $618K
|
144K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 4.31% |
$658K - $712K
|
244K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.6K- 56.24% |
$694K - $751K
|
9.02K
$721K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.5K- 30.59% |
$750K - $812K
|
28.4K
$2.27M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.9K- 59.75% |
$1.13M - $1.22M
|
12.7K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.6K- 66.8% |
$1.53M - $1.66M
|
12.7K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.5K- 41.29% |
$1.82M - $1.97M
|
43.3K
$3.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-35.9K- 83.8% |
$2.15M - $2.33M
|
6.95K
$556K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.2K- 65.55% |
$2.23M - $2.41M
|
19.5K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-91.7K- 89.93% |
$5.49M - $5.94M
|
10.3K
$821K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-201K- 57.59% |
$12.1M - $13.1M
|
148K
$11.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-791K- 96.46% |
$47.4M - $51.3M
|
29K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-939K- 98.14% |
$56.2M - $60.8M
|
17.8K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.1M- 98.05% |
$186M - $201M
|
61.6K
$4.93M
|