Purchases and Sales Made in Q2 2023 in Ishares Tr Core Aggressive All (AOA)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
153+ 2.11% |
$9.65K - $10.2K
|
7.39K
$575K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
151+ 2.35% |
$9.52K - $10K
|
6.56K
$511K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
148+ 1.88% |
$9.33K - $9.84K
|
8.01K
$623K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145+ 14500.0% |
$9.14K - $9.64K
|
146
$11.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145+ 14500.0% |
$9.14K - $9.64K
|
146
$11.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
137+ 0.86% |
$8.64K - $9.11K
|
16K
$1.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
137+ 1.24% |
$8.64K - $9.11K
|
11.2K
$873K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
134+ 0.66% |
$8.45K - $8.91K
|
20.6K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
123+ 1.68% |
$7.75K - $8.18K
|
7.44K
$579K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
122+ 1.42% |
$7.69K - $8.11K
|
8.69K
$676K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
104New |
$6.56K - $6.92K
|
104
$8.09K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
103+ 2.41% |
$6.49K - $6.85K
|
4.38K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
101+ 2.08% |
$6.37K - $6.72K
|
4.97K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
100+ 6.67% |
$6.3K - $6.65K
|
1.6K
$124K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
99+ 0.8% |
$6.24K - $6.58K
|
12.4K
$968K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
97+ 110.23% |
$6.11K - $6.45K
|
185
$14.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
95+ 2.61% |
$5.99K - $6.32K
|
3.73K
$290K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
93+ 0.97% |
$5.86K - $6.19K
|
9.71K
$756K
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
89+ 0.15% |
$5.61K - $5.92K
|
61K
$4.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
86New |
$5.42K - $5.72K
|
86
$6.69K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
79+ 1.84% |
$4.98K - $5.25K
|
4.37K
$340K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
53+ 1.0% |
$3.34K - $3.53K
|
5.33K
$415K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
BUY
|
- |
50+ 0.67% |
$3.15K - $3.33K
|
7.47K
$581K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
45New |
$2.84K - $2.99K
|
45
$3.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
39+ 5.52% |
$2.46K - $2.59K
|
745
$58K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
35+ 0.42% |
$2.21K - $2.33K
|
8.29K
$645K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
35+ 0.9% |
$2.21K - $2.33K
|
3.92K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29+ 21.97% |
$1.83K - $1.93K
|
161
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
22+ 0.67% |
$1.39K - $1.46K
|
3.3K
$257K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20+ 0.77% |
$1.26K - $1.33K
|
2.63K
$205K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.7% |
$1.13K - $1.2K
|
2.6K
$202K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 18.37% |
$1.13K - $1.2K
|
116
$9.02K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
16+ 1.68% |
$1.01K - $1.06K
|
971
$75.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11+ 0.16% |
$693 - $732
|
6.8K
$529K
|
|
|
Jul 11, 2023
Q2 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4+ 0.07% |
$252 - $266
|
5.74K
$446K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.25% |
$252 - $266
|
1.62K
$126K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.13% |
$189 - $200
|
2.23K
$174K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.32% |
$189 - $200
|
928
$72.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.19% |
$189 - $200
|
1.6K
$125K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.68% |
$63 - $66.5
|
148
$11.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.26% |
$63 - $66.5
|
379
$29.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.35% |
$63 - $66.5
|
288
$22.4K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.48% |
$63 - $66.5
|
210
$16.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.83% |
$63 - $66.5
|
121
$9.41K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.56% |
$63 - $66.5
|
177
$13.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3- 0.25% |
$189 - $200
|
1.18K
$91.6K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4- 0.08% |
$252 - $266
|
5.2K
$405K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-18- 0.3% |
$1.13K - $1.2K
|
6.06K
$472K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-25- 17.86% |
$1.58K - $1.66K
|
115
$8.95K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-31- 2.81% |
$1.95K - $2.06K
|
1.07K
$83.3K
|