Purchases and Sales Made in Q2 2023 in Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q2 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
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
124K
+ 66.77%
$7.81M - $8.24M
309K $24.1M
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
76.3K
+ 472.84%
$4.81M - $5.07M
92.4K $7.19M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
40.4K
+ 11874.71%
$2.55M - $2.69M
40.7K $3.17M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
28.6K
New
$1.8M - $1.9M
28.6K $2.23M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
28.4K
New
$1.79M - $1.89M
28.4K $2.21M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
25.5K
+ 41.42%
$1.61M - $1.7M
87.2K $6.78M
Aug 14, 2023 Q2 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
18.2K
New
$1.15M - $1.21M
18.2K $1.42M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15.6K
+ 11.45%
$983K - $1.04M
152K $11.8M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
13.8K
+ 39.96%
$872K - $920K
48.5K $3.77M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
11.1K
New
$701K - $740K
11.1K $865K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.2K
+ 29.23%
$644K - $680K
45.2K $3.52M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
8.9K
New
$561K - $592K
8.9K $692K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
8.04K
+ 251.72%
$507K - $535K
11.2K $874K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
7.05K
+ 78.18%
$444K - $469K
16.1K $1.25M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.4K
+ 36.0%
$403K - $425K
24.2K $1.88M
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
6.18K
New
$390K - $411K
6.18K $481K
Jul 13, 2023 Q2 2023
Consilium Wealth Advisory, LLC

BUY
 -
5.56K
+ 11.14%
$350K - $369K
55.4K $4.31M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
4.73K
+ 34.24%
$298K - $315K
18.5K $1.44M
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
4.7K
+ 158.35%
$296K - $312K
7.66K $596K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
4.07K
New
$257K - $271K
4.07K $317K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
4.07K
New
$256K - $270K
4.07K $316K
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
4.02K
New
$254K - $268K
4.02K $313K
Jul 18, 2023 Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
3.89K
New
$245K - $259K
3.89K $303K
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
3.83K
New
$242K - $255K
3.83K $298K
Jul 31, 2023 Q2 2023
Ellenbecker Investment Group

BUY
 -
3.82K
+ 8.61%
$241K - $254K
48.2K $3.75M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.75K
+ 0.92%
$237K - $250K
411K $32M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
3.71K
New
$234K - $247K
3.71K $289K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.63K
New
$229K - $241K
3.63K $282K
Dec 02, 2024 Q2 2023
Cypress Capital, LLC

BUY
 -
3.39K
+ 38.49%
$213K - $225K
12.2K $948K
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
3.33K
+ 10.73%
$210K - $221K
34.3K $2.67M
Jul 14, 2023 Q2 2023
Sightline Wealth Advisors, LLC

BUY
 -
3.21K
New
$202K - $213K
3.21K $250K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.17K
New
$200K - $211K
3.17K $247K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.11K
New
$196K - $207K
3.11K $242K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
2.94K
+ 12.9%
$185K - $195K
25.7K $2M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.79K
New
$176K - $185K
2.79K $217K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.62K
+ 32.47%
$165K - $174K
10.7K $830K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.59K
+ 58.12%
$163K - $172K
7.05K $548K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
2.23K
+ 4.39%
$141K - $148K
53.1K $4.13M
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
1.88K
+ 4.75%
$118K - $125K
41.4K $3.22M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.78K
+ 22.62%
$112K - $118K
9.63K $750K
Jul 25, 2023 Q2 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
1.76K
+ 13.79%
$111K - $117K
14.5K $1.13M
Jul 17, 2023 Q2 2023
Archvest Wealth Advisors, Inc.

BUY
 -
1.74K
+ 4.48%
$110K - $116K
40.6K $3.16M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.7K
+ 9.89%
$107K - $113K
18.9K $1.47M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.68K
+ 6.13%
$106K - $112K
29.1K $2.27M
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
1.67K
+ 2.51%
$106K - $111K
68.2K $5.31M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
1.47K
+ 3.39%
$92.4K - $97.4K
44.7K $3.48M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
1.42K
+ 12.53%
$89.8K - $94.7K
12.8K $995K
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
1.39K
+ 5.16%
$87.6K - $92.4K
28.3K $2.2M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
1.38K
+ 9.59%
$87.2K - $92K
15.8K $1.23M

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