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 $23.9M
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
76.3K
+ 472.84%
$4.81M - $5.07M
92.4K $7.14M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
40.4K
+ 11874.71%
$2.55M - $2.69M
40.7K $3.15M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
28.6K
New
$1.8M - $1.9M
28.6K $2.21M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
28.4K
New
$1.79M - $1.89M
28.4K $2.2M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
25.5K
+ 41.42%
$1.61M - $1.7M
87.2K $6.74M
Aug 14, 2023 Q2 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
18.2K
New
$1.15M - $1.21M
18.2K $1.41M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15.6K
+ 11.45%
$983K - $1.04M
152K $11.7M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
13.8K
+ 39.96%
$872K - $920K
48.5K $3.75M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
11.1K
New
$701K - $740K
11.1K $860K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.2K
+ 29.23%
$644K - $680K
45.2K $3.49M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
8.9K
New
$561K - $592K
8.9K $688K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
8.04K
+ 251.72%
$507K - $535K
11.2K $868K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
7.05K
+ 78.18%
$444K - $469K
16.1K $1.24M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.4K
+ 36.0%
$403K - $425K
24.2K $1.87M
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
6.18K
New
$390K - $411K
6.18K $478K
Jul 13, 2023 Q2 2023
Consilium Wealth Advisory, LLC

BUY
 -
5.56K
+ 11.14%
$350K - $369K
55.4K $4.28M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
4.73K
+ 34.24%
$298K - $315K
18.5K $1.43M
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
4.7K
+ 158.35%
$296K - $312K
7.66K $592K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
4.07K
New
$257K - $271K
4.07K $315K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
4.07K
New
$256K - $270K
4.07K $314K
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
4.02K
New
$254K - $268K
4.02K $311K
Jul 18, 2023 Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
3.89K
New
$245K - $259K
3.89K $301K
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
3.83K
New
$242K - $255K
3.83K $296K
Jul 31, 2023 Q2 2023
Ellenbecker Investment Group

BUY
 -
3.82K
+ 8.61%
$241K - $254K
48.2K $3.73M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.75K
+ 0.92%
$237K - $250K
411K $31.8M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
3.71K
New
$234K - $247K
3.71K $287K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.63K
New
$229K - $241K
3.63K $280K
Dec 02, 2024 Q2 2023
Cypress Capital, LLC

BUY
 -
3.39K
+ 38.49%
$213K - $225K
12.2K $942K
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
3.33K
+ 10.73%
$210K - $221K
34.3K $2.65M
Jul 14, 2023 Q2 2023
Sightline Wealth Advisors, LLC

BUY
 -
3.21K
New
$202K - $213K
3.21K $248K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.17K
New
$200K - $211K
3.17K $245K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.11K
New
$196K - $207K
3.11K $240K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
2.94K
+ 12.9%
$185K - $195K
25.7K $1.99M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.79K
New
$176K - $185K
2.79K $215K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.62K
+ 32.47%
$165K - $174K
10.7K $825K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.59K
+ 58.12%
$163K - $172K
7.05K $545K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
2.23K
+ 4.39%
$141K - $148K
53.1K $4.1M
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
1.88K
+ 4.75%
$118K - $125K
41.4K $3.2M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.78K
+ 22.62%
$112K - $118K
9.63K $745K
Jul 25, 2023 Q2 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
1.76K
+ 13.79%
$111K - $117K
14.5K $1.12M
Jul 17, 2023 Q2 2023
Archvest Wealth Advisors, Inc.

BUY
 -
1.74K
+ 4.48%
$110K - $116K
40.6K $3.14M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.7K
+ 9.89%
$107K - $113K
18.9K $1.46M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.68K
+ 6.13%
$106K - $112K
29.1K $2.25M
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
1.67K
+ 2.51%
$106K - $111K
68.2K $5.27M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
1.47K
+ 3.39%
$92.4K - $97.4K
44.7K $3.45M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
1.42K
+ 12.53%
$89.8K - $94.7K
12.8K $988K
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
1.39K
+ 5.16%
$87.6K - $92.4K
28.3K $2.19M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
1.38K
+ 9.59%
$87.2K - $92K
15.8K $1.22M

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