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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6+ 0.02% |
$407 - $441
|
25.1K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$271 - $294
|
4
$311
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.03% |
$67.8 - $73.5
|
2.91K
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.11% |
$67.8 - $73.5
|
941
$73.2K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2- 0.05% |
$136 - $147
|
4K
$311K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2- 0.04% |
$136 - $147
|
5.35K
$416K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 0.87% |
$881 - $956
|
1.48K
$115K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15- 0.26% |
$1.02K - $1.1K
|
5.87K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18- 0.08% |
$1.22K - $1.32K
|
23.3K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-31- 0.33% |
$2.1K - $2.28K
|
9.33K
$725K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-35- 1.2% |
$2.37K - $2.57K
|
2.89K
$225K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-39- 0.12% |
$2.64K - $2.87K
|
33.3K
$2.59M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-42- 3.1% |
$2.85K - $3.09K
|
1.31K
$102K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-45- 0.29% |
$3.05K - $3.31K
|
15.3K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 3.33% |
$3.39K - $3.68K
|
1.45K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-53- 0.99% |
$3.59K - $3.9K
|
5.27K
$410K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-54- 0.91% |
$3.66K - $3.97K
|
5.9K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-55- 1.1% |
$3.73K - $4.04K
|
4.96K
$386K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-60- 0.98% |
$4.07K - $4.41K
|
6.04K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-60- 0.01% |
$4.07K - $4.41K
|
465K
$36.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-70- 0.96% |
$4.74K - $5.15K
|
7.23K
$562K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-87- 1.52% |
$5.89K - $6.39K
|
5.62K
$437K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-88- 24.51% |
$5.96K - $6.47K
|
271
$21.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-102- 52.58% |
$6.91K - $7.5K
|
92
$7.16K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-107- 6.6% |
$7.25K - $7.86K
|
1.52K
$118K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-111- 64.16% |
$7.52K - $8.16K
|
62
$4.82K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-119- 3.75% |
$8.06K - $8.75K
|
3.06K
$238K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-120- 2.85% |
$8.13K - $8.82K
|
4.09K
$318K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-147- 1.02% |
$9.96K - $10.8K
|
14.3K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-147- 2.87% |
$9.96K - $10.8K
|
4.98K
$387K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-152- 76.0% |
$10.3K - $11.2K
|
48
$3.73K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-166- 10.51% |
$11.2K - $12.2K
|
1.41K
$110K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-173- 66.28% |
$11.7K - $12.7K
|
88
$6.85K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-181- 0.2% |
$12.3K - $13.3K
|
91.7K
$7.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-188- 4.15% |
$12.7K - $13.8K
|
4.34K
$338K
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-194- 0.42% |
$13.1K - $14.3K
|
45.7K
$3.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-199- 2.68% |
$13.5K - $14.6K
|
7.22K
$562K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-257- 1.01% |
$17.4K - $18.9K
|
25.1K
$1.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-317- 1.43% |
$21.5K - $23.3K
|
21.9K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-361- 1.28% |
$24.5K - $26.5K
|
27.8K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-413- 0.62% |
$28K - $30.4K
|
66.3K
$5.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-418- 10.66% |
$28.3K - $30.7K
|
3.5K
$273K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-422- 9.08% |
$28.6K - $31K
|
4.23K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-451- 3.02% |
$30.6K - $33.1K
|
14.5K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-482- 3.48% |
$32.7K - $35.4K
|
13.4K
$1.04M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-494- 2.03% |
$33.5K - $36.3K
|
23.8K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-497- 3.48% |
$33.7K - $36.5K
|
13.8K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-517- 2.6% |
$35K - $38K
|
19.4K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-519- 1.81% |
$35.2K - $38.1K
|
28.2K
$2.19M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-533- 5.08% |
$36.1K - $39.2K
|
9.97K
$775K
|