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 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.09K- 2.62% |
$132K - $139K
|
77.8K
$6.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.17K- 16.4% |
$137K - $144K
|
11K
$859K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.3K- 19.53% |
$145K - $153K
|
9.47K
$737K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.37K- 6.04% |
$149K - $157K
|
36.8K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.5K- 25.14% |
$157K - $166K
|
7.43K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.57K- 9.1% |
$162K - $171K
|
25.7K
$2M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.66K- 1.77% |
$168K - $177K
|
148K
$11.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.85K- 27.08% |
$180K - $190K
|
7.68K
$598K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.2K- 16.39% |
$202K - $213K
|
16.3K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.54K- 14.38% |
$223K - $236K
|
21.1K
$1.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.58K- 11.35% |
$225K - $238K
|
27.9K
$2.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-3.65K- 53.08% |
$230K - $242K
|
3.22K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.04K- 31.78% |
$254K - $268K
|
8.67K
$674K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.28K- 10.91% |
$333K - $351K
|
43.1K
$3.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.31K- 61.5% |
$398K - $420K
|
3.95K
$307K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.04K- 29.47% |
$444K - $468K
|
16.9K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.04K- 29.47% |
$444K - $468K
|
16.9K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.27K- 5.05% |
$458K - $483K
|
137K
$10.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-15.1K- 99.09% |
$951K - $1M
|
138
$10.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 52.13% |
$954K - $1.01M
|
13.9K
$1.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.7K- 6.45% |
$993K - $1.05M
|
228K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.6K- 18.85% |
$1.05M - $1.11M
|
71.6K
$5.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.9K- 81.26% |
$1.38M - $1.46M
|
5.05K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.2K- 47.33% |
$4.43M - $4.67M
|
78.2K
$6.08M
|