Purchases and Sales Made in Q1 2024 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q1 2024. 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 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.73K+ 39.86% |
$117K - $127K
|
6.05K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.67K+ 8.74% |
$113K - $123K
|
20.8K
$1.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.64K+ 26.98% |
$111K - $120K
|
7.71K
$600K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4KNew |
$94.6K - $103K
|
1.4K
$109K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.38K+ 4.87% |
$93.5K - $101K
|
29.7K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 67.89% |
$89K - $96.5K
|
3.25K
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.27K+ 11.34% |
$85.8K - $93.1K
|
12.4K
$967K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.12K+ 2.86% |
$76.2K - $82.6K
|
40.4K
$3.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.08K+ 3.96% |
$73.4K - $79.6K
|
28.4K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.34% |
$71.6K - $77.7K
|
80.2K
$6.24M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.02K+ 8.36% |
$69.3K - $75.2K
|
13.3K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.01K+ 38.04% |
$68.3K - $74.1K
|
3.66K
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1K+ 2.8% |
$67.9K - $73.6K
|
36.8K
$2.86M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
997+ 27.93% |
$67.5K - $73.3K
|
4.57K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
980+ 6.42% |
$66.4K - $72K
|
16.3K
$1.26M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
955New |
$64.7K - $70.2K
|
955
$74.3K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
919+ 3.84% |
$62.3K - $67.5K
|
24.8K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
882+ 6.45% |
$59.8K - $64.8K
|
14.6K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
867+ 1.95% |
$58.7K - $63.7K
|
45.4K
$3.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
844+ 1.47% |
$57.2K - $62K
|
58.3K
$4.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
827+ 8.22% |
$56K - $60.8K
|
10.9K
$847K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
791+ 23.81% |
$53.6K - $58.1K
|
4.11K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
758+ 7.17% |
$51.4K - $55.7K
|
11.3K
$881K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
740+ 2.03% |
$50.1K - $54.4K
|
37.3K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
731New |
$49.5K - $53.7K
|
731
$56.9K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
691New |
$46.8K - $50.8K
|
691
$53.8K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
675+ 8.99% |
$45.7K - $49.6K
|
8.18K
$636K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
662+ 12.05% |
$44.9K - $48.7K
|
6.16K
$479K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
660+ 7.71% |
$44.7K - $48.5K
|
9.22K
$717K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
650+ 32.73% |
$44K - $47.8K
|
2.64K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
646+ 9.5% |
$43.8K - $47.5K
|
7.45K
$579K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
582+ 14.12% |
$39.4K - $42.8K
|
4.7K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
569+ 14.39% |
$38.5K - $41.8K
|
4.52K
$352K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
558+ 12.65% |
$37.8K - $41K
|
4.97K
$387K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
547+ 6.45% |
$37.1K - $40.2K
|
9.02K
$702K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
513+ 4.31% |
$34.8K - $37.7K
|
12.4K
$966K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
494+ 33.42% |
$33.5K - $36.3K
|
1.97K
$153K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
487+ 333.56% |
$33K - $35.8K
|
633
$49.2K
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
465+ 2.2% |
$31.5K - $34.2K
|
21.6K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
450New |
$30.5K - $33.1K
|
450
$35K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
410+ 4.99% |
$27.8K - $30.1K
|
8.63K
$671K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
385+ 1.47% |
$26.1K - $28.3K
|
26.5K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
370+ 3.08% |
$25.1K - $27.2K
|
12.4K
$964K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
366+ 3.27% |
$24.8K - $26.9K
|
11.6K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
352New |
$23.8K - $25.9K
|
352
$27.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
345+ 2.27% |
$23.4K - $25.4K
|
15.6K
$1.21M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
324+ 6.28% |
$22K - $23.8K
|
5.49K
$427K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
310+ 9.7% |
$21K - $22.8K
|
3.51K
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
286+ 6.84% |
$19.4K - $21K
|
4.47K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
282+ 4.11% |
$19.1K - $20.7K
|
7.14K
$556K
|