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 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.7K- 73.83% |
$2.08M - $2.25M
|
10.9K
$846K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-35.4K- 77.06% |
$2.4M - $2.6M
|
10.5K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36.8K- 57.42% |
$2.5M - $2.71M
|
27.3K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42K- 84.77% |
$2.84M - $3.08M
|
7.54K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45.6K- 36.81% |
$3.09M - $3.35M
|
78.2K
$6.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.4K- 32.59% |
$3.42M - $3.71M
|
104K
$8.11M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.4K- 41.23% |
$4.36M - $4.73M
|
91.7K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.4K- 41.23% |
$4.36M - $4.73M
|
91.7K
$7.14M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-138K- 56.67% |
$9.35M - $10.1M
|
105K
$8.21M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-170K- 87.57% |
$11.5M - $12.5M
|
24.2K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-363K- 97.28% |
$24.6M - $26.7M
|
10.2K
$791K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.11M- 94.4% |
$75.4M - $81.8M
|
66K
$5.13M
|