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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-40- 0.6% |
$2.52K - $2.66K
|
6.59K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-43- 0.01% |
$2.71K - $2.86K
|
325K
$25.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-45- 0.64% |
$2.84K - $2.99K
|
7.01K
$545K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-50- 0.93% |
$3.15K - $3.33K
|
5.32K
$414K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-56- 0.16% |
$3.53K - $3.72K
|
34.6K
$2.69M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-61- 1.09% |
$3.85K - $4.06K
|
5.52K
$429K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-78- 39.0% |
$4.92K - $5.19K
|
122
$9.49K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-89- 2.4% |
$5.61K - $5.92K
|
3.62K
$281K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-101- 90.99% |
$6.37K - $6.72K
|
10
$778
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102- 1.83% |
$6.43K - $6.78K
|
5.48K
$427K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-105- 1.33% |
$6.62K - $6.98K
|
7.79K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-143- 0.57% |
$9.01K - $9.51K
|
24.8K
$1.93M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-143- 0.45% |
$9.01K - $9.51K
|
31.8K
$2.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-145- 1.35% |
$9.14K - $9.64K
|
10.6K
$826K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-152- 1.78% |
$9.58K - $10.1K
|
8.4K
$653K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-163- 41.69% |
$10.3K - $10.8K
|
228
$17.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-180- 5.33% |
$11.3K - $12K
|
3.2K
$249K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-197- 1.72% |
$12.4K - $13.1K
|
11.2K
$874K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 20.3% |
$12.6K - $13.3K
|
785
$61.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-213- 1.82% |
$13.4K - $14.2K
|
11.5K
$893K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-215- 2.52% |
$13.6K - $14.3K
|
8.33K
$648K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-232- 3.27% |
$14.6K - $15.4K
|
6.86K
$534K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-238- 2.12% |
$15K - $15.8K
|
11K
$855K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-249- 2.98% |
$15.7K - $16.6K
|
8.11K
$631K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-258- 5.41% |
$16.3K - $17.2K
|
4.51K
$351K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-290- 2.95% |
$18.3K - $19.3K
|
9.54K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-303- 4.81% |
$19.1K - $20.2K
|
6K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-322- 0.39% |
$20.3K - $21.4K
|
81.8K
$6.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-372- 2.46% |
$23.5K - $24.7K
|
14.8K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-440- 6.68% |
$27.7K - $29.3K
|
6.15K
$478K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-469- 1.27% |
$29.6K - $31.2K
|
36.4K
$2.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-502- 1.91% |
$31.6K - $33.4K
|
25.8K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-613- 11.82% |
$38.6K - $40.8K
|
4.58K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-629- 4.5% |
$39.7K - $41.8K
|
13.4K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-669- 16.21% |
$42.2K - $44.5K
|
3.46K
$269K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-684- 1.58% |
$43.1K - $45.5K
|
42.6K
$3.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-727- 11.51% |
$45.8K - $48.4K
|
5.59K
$435K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-739- 9.9% |
$46.6K - $49.2K
|
6.73K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-946- 3.33% |
$59.6K - $62.9K
|
27.5K
$2.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-1.12K- 20.85% |
$70.9K - $74.8K
|
4.27K
$332K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 5.4% |
$72.1K - $76K
|
20K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.18K- 17.0% |
$74.5K - $78.5K
|
5.77K
$449K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.26K- 19.46% |
$79.4K - $83.8K
|
5.21K
$406K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.39K- 10.89% |
$87.4K - $92.2K
|
11.3K
$882K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.48K- 9.8% |
$93.1K - $98.2K
|
13.6K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-1.49K- 6.86% |
$94.1K - $99.2K
|
20.2K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 1.97% |
$96.1K - $101K
|
75.8K
$5.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.64K- 5.14% |
$104K - $109K
|
30.3K
$2.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.69K- 4.47% |
$107K - $113K
|
36.2K
$2.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.97K- 27.04% |
$124K - $131K
|
5.32K
$414K
|