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
|
Brighton Jones LLC
|
SELL
|
- |
-537- 5.99% |
$36.4K - $39.5K
|
8.43K
$656K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-540- 1.81% |
$36.6K - $39.7K
|
29.3K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-560- 4.92% |
$37.9K - $41.2K
|
10.8K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-577- 9.11% |
$39.1K - $42.4K
|
5.76K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-637- 5.71% |
$43.2K - $46.8K
|
10.5K
$819K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-698- 15.64% |
$47.3K - $51.3K
|
3.76K
$293K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-701- 6.96% |
$47.5K - $51.5K
|
9.37K
$729K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-723- 7.16% |
$49K - $53.1K
|
9.37K
$729K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-750- 19.69% |
$50.8K - $55.1K
|
3.06K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-857- 17.64% |
$58.1K - $63K
|
4K
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-863- 8.09% |
$58.5K - $63.4K
|
9.81K
$763K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-870- 2.48% |
$58.9K - $63.9K
|
34.3K
$2.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-879- 0.63% |
$59.6K - $64.6K
|
140K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-925- 13.18% |
$62.7K - $68K
|
6.09K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-979- 5.2% |
$66.3K - $72K
|
17.9K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 3.92% |
$72.4K - $78.5K
|
26.2K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.1K- 7.66% |
$74.5K - $80.8K
|
13.2K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.17K- 5.43% |
$79.3K - $86K
|
20.4K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.28K- 15.53% |
$86.4K - $93.8K
|
6.94K
$540K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.31K- 4.67% |
$88.6K - $96.1K
|
26.7K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.39K- 15.02% |
$94K - $102K
|
7.85K
$611K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.4K- 1.22% |
$94.7K - $103K
|
113K
$8.8M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 5.04% |
$95.3K - $103K
|
26.5K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.52K- 7.36% |
$103K - $112K
|
19.2K
$1.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.59K- 9.12% |
$108K - $117K
|
15.9K
$1.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.66K- 53.68% |
$113K - $122K
|
1.44K
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.7K- 3.45% |
$115K - $125K
|
47.5K
$3.69M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.74K- 8.39% |
$118K - $128K
|
19K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.81K- 6.47% |
$122K - $133K
|
26.1K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.86K- 17.52% |
$126K - $137K
|
8.75K
$681K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.86K- 35.93% |
$126K - $137K
|
3.32K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.89K- 10.87% |
$128K - $139K
|
15.5K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.02K- 13.65% |
$137K - $148K
|
12.8K
$992K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.16K- 36.5% |
$146K - $159K
|
3.76K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.47K- 23.55% |
$167K - $182K
|
8.02K
$624K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.01K- 42.54% |
$204K - $221K
|
4.07K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.22K- 10.63% |
$218K - $237K
|
27.1K
$2.11M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.75K- 41.95% |
$254K - $275K
|
5.18K
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.72K- 37.34% |
$320K - $347K
|
7.93K
$617K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.68K- 60.69% |
$385K - $417K
|
3.68K
$286K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.57K- 50.99% |
$445K - $483K
|
6.31K
$491K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.15K- 24.25% |
$484K - $525K
|
22.3K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.78K- 46.44% |
$527K - $572K
|
8.98K
$698K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.86K- 17.27% |
$532K - $578K
|
37.6K
$2.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.32K- 21.95% |
$631K - $685K
|
33.1K
$2.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 5.13% |
$748K - $811K
|
204K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.8K- 85.7% |
$802K - $870K
|
1.98K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 37.26% |
$958K - $1.04M
|
23.8K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.3K- 49.86% |
$970K - $1.05M
|
14.4K
$1.12M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.1K- 62.02% |
$1.7M - $1.85M
|
15.4K
$1.2M
|