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 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.26K
+ 17.68%
$79.4K - $83.7K
8.38K $652K
Jul 21, 2023 Q2 2023
Capital Insight Partners, LLC

BUY
 -
1.2K
+ 7.02%
$75.3K - $79.5K
18.2K $1.42M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
1.09K
+ 5.28%
$68.7K - $72.4K
21.7K $1.69M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.09K
+ 4.23%
$68.4K - $72.2K
26.7K $2.08M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
1.07K
New
$67.6K - $71.4K
1.07K $83.5K
Jul 25, 2023 Q2 2023
Mcia Inc

BUY
 -
1.04K
+ 20.92%
$65.2K - $68.8K
5.98K $465K
Aug 03, 2023 Q2 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
1.01K
+ 6.64%
$63.6K - $67.1K
16.2K $1.26M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
992
+ 4.56%
$62.5K - $66K
22.7K $1.77M
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
974
+ 7.62%
$61.4K - $64.8K
13.8K $1.07M
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
961
+ 25.07%
$60.6K - $63.9K
4.79K $373K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
900
+ 71.54%
$56.7K - $59.9K
2.16K $168K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
900
+ 71.54%
$56.7K - $59.9K
2.16K $168K
Aug 10, 2023 Q2 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
815
+ 14.74%
$51.4K - $54.2K
6.35K $494K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
784
+ 8.24%
$49.4K - $52.1K
10.3K $801K
Jul 13, 2023 Q2 2023
Patton Albertson Miller Group, LLC

BUY
 -
768
+ 0.69%
$48.4K - $51.1K
113K $8.75M
Jul 26, 2023 Q2 2023
Buttonwood Financial Group, LLC

BUY
 -
758
+ 3.45%
$47.8K - $50.4K
22.7K $1.77M
Aug 14, 2023 Q2 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
717
+ 5.07%
$45.2K - $47.7K
14.8K $1.16M
Jul 24, 2023 Q2 2023
Marion Wealth Management

BUY
 -
664
+ 15.81%
$41.9K - $44.2K
4.86K $378K
Aug 09, 2023 Q2 2023
Mascoma Wealth Management LLC

BUY
 -
640
+ 34.43%
$40.3K - $42.6K
2.5K $194K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
593
+ 5.22%
$37.4K - $39.4K
12K $930K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
589
New
$37.1K - $39.2K
589 $45.8K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
548
+ 9.93%
$34.5K - $36.4K
6.07K $472K
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
536
+ 12.29%
$33.8K - $35.6K
4.9K $381K
Jul 25, 2023 Q2 2023
Fort Henry Capital, LLC

BUY
 -
536
+ 1.09%
$33.8K - $35.6K
49.8K $3.87M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
521
+ 15.67%
$32.8K - $34.7K
3.85K $299K
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
493
+ 4.2%
$31.1K - $32.8K
12.2K $952K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
489
+ 1.65%
$30.8K - $32.5K
30.1K $2.34M
Aug 04, 2023 Q2 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
487
+ 2.13%
$30.7K - $32.4K
23.3K $1.82M
Aug 03, 2023 Q2 2023
Aquire Wealth Advisors, LLC

BUY
 -
475
+ 13.32%
$29.9K - $31.6K
4.04K $314K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
455
+ 11.6%
$28.7K - $30.3K
4.38K $340K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
438
+ 3.25%
$27.6K - $29.1K
13.9K $1.08M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
377
+ 11.43%
$23.8K - $25.1K
3.67K $286K
Jul 31, 2023 Q2 2023
Orin Green Financial, LLC

BUY
 -
377
+ 5.95%
$23.8K - $25.1K
6.72K $523K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
361
+ 3.63%
$22.8K - $24K
10.3K $801K
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
352
+ 2.63%
$22.2K - $23.4K
13.7K $1.07M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
342
+ 269.29%
$21.6K - $22.7K
469 $36.5K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
327
+ 0.81%
$20.6K - $21.7K
40.7K $3.17M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
324
New
$20.4K - $21.5K
324 $25.2K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
320
+ 5.38%
$20.2K - $21.3K
6.27K $488K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
281
+ 2.72%
$17.7K - $18.7K
10.6K $827K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
260
+ 8.41%
$16.4K - $17.3K
3.35K $261K
Sep 01, 2023 Q2 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
253
+ 1.47%
$15.9K - $16.8K
17.4K $1.36M
Aug 08, 2023 Q2 2023
Nvwm, LLC

BUY
 -
250
+ 16.51%
$15.8K - $16.6K
1.76K $137K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
224
+ 2.1%
$14.1K - $14.9K
10.9K $846K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
222
+ 2.2%
$14K - $14.8K
10.3K $803K
Aug 14, 2023 Q2 2023
Gould Capital, LLC

BUY
 -
216
+ 3.88%
$13.6K - $14.4K
5.78K $449K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
202
+ 2.94%
$12.7K - $13.4K
7.07K $550K
Jul 12, 2023 Q2 2023
One Advisory Partners, LLC

BUY
 -
164
+ 4.52%
$10.3K - $10.9K
3.79K $295K
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
155
+ 1.46%
$9.77K - $10.3K
10.8K $838K

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