Purchases and Sales Made in Q3 2021 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112K+ 2602.37% |
$7.76M - $8.15M
|
116K
$9.05M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.9KNew |
$4.29M - $4.51M
|
61.9K
$4.82M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
39.2KNew |
$2.71M - $2.85M
|
39.2K
$3.05M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.4K+ 21.49% |
$2.18M - $2.29M
|
178K
$13.8M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.2K+ 308.44% |
$1.95M - $2.05M
|
37.3K
$2.9M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
21.4KNew |
$1.49M - $1.56M
|
21.4K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$1.48M - $1.56M
|
21.4K
$1.66M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5K+ 4.38% |
$1.07M - $1.13M
|
369K
$28.7M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.7K+ 13.95% |
$946K - $994K
|
112K
$8.68M
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
13.5K+ 109.23% |
$933K - $980K
|
25.8K
$2.01M
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
11.4K+ 35.0% |
$793K - $833K
|
44.1K
$3.43M
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
9.64K+ 50.56% |
$668K - $701K
|
28.7K
$2.23M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.61KNew |
$596K - $626K
|
8.61K
$670K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
7.2K+ 2.09% |
$499K - $524K
|
352K
$27.4M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.16KNew |
$427K - $449K
|
6.16K
$480K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.46K+ 1.48% |
$378K - $398K
|
374K
$29.1M
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.65KNew |
$253K - $266K
|
3.65K
$284K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.54K+ 1.93% |
$245K - $258K
|
187K
$14.6M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.23KNew |
$224K - $235K
|
3.23K
$251K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.2K+ 13.09% |
$221K - $233K
|
27.6K
$2.15M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.87KNew |
$199K - $209K
|
2.87K
$223K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.15K+ 2.69% |
$149K - $156K
|
82K
$6.38M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.96K+ 2.86% |
$136K - $143K
|
70.4K
$5.48M
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
1.8K+ 5.81% |
$125K - $131K
|
32.8K
$2.55M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.76K+ 20.0% |
$122K - $128K
|
10.6K
$823K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.72K+ 13.59% |
$119K - $125K
|
14.4K
$1.12M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.53KNew |
$106K - $111K
|
1.53K
$119K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.49K+ 0.6% |
$103K - $109K
|
250K
$19.4M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.42K+ 8.8% |
$98.2K - $103K
|
17.5K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.41KNew |
$97.3K - $102K
|
1.41K
$109K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.25K+ 3.26% |
$86.6K - $91K
|
39.6K
$3.08M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.2K+ 9.96% |
$82.9K - $87K
|
13.2K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.19K+ 5.24% |
$82.5K - $86.7K
|
23.9K
$1.86M
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.19K+ 3.26% |
$82.3K - $86.5K
|
37.6K
$2.93M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.17K+ 7.94% |
$80.7K - $84.8K
|
15.8K
$1.23M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08K+ 10.86% |
$75.1K - $78.9K
|
11.1K
$861K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.06K+ 9.73% |
$73.7K - $77.4K
|
12K
$934K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
955+ 15.33% |
$66.2K - $69.5K
|
7.19K
$559K
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
937+ 10.74% |
$64.9K - $68.2K
|
9.67K
$752K
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
891New |
$61.7K - $64.8K
|
891
$69.3K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
867+ 2.16% |
$60.1K - $63.1K
|
40.9K
$3.19M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
854+ 3.54% |
$59.2K - $62.1K
|
25K
$1.95M
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
784+ 6.43% |
$54.3K - $57.1K
|
13K
$1.01M
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
769+ 12.04% |
$53.3K - $56K
|
7.16K
$557K
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
628+ 10.24% |
$43.5K - $45.7K
|
6.76K
$526K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
609+ 2.19% |
$42.2K - $44.3K
|
28.5K
$2.22M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
600New |
$41.6K - $43.7K
|
600
$46.7K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
570New |
$39.5K - $41.5K
|
570
$44.3K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
511+ 10.07% |
$35.4K - $37.2K
|
5.59K
$435K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
506+ 12.17% |
$35.1K - $36.8K
|
4.67K
$363K
|