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 |
---|---|---|---|---|---|---|---|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
482+ 9.59% |
$33.4K - $35.1K
|
5.51K
$429K
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
481+ 2.14% |
$33.3K - $35K
|
23K
$1.79M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
422+ 7.54% |
$29.2K - $30.7K
|
6.02K
$468K
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
364+ 0.33% |
$25.2K - $26.5K
|
112K
$8.74M
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
363+ 4.37% |
$25.1K - $26.4K
|
8.68K
$675K
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
351+ 6.27% |
$24.3K - $25.5K
|
5.95K
$463K
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
349+ 9.91% |
$24.2K - $25.4K
|
3.87K
$301K
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
342+ 11.48% |
$23.7K - $24.9K
|
3.32K
$258K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
335+ 10.41% |
$23.2K - $24.4K
|
3.55K
$276K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
319+ 15.55% |
$22.1K - $23.2K
|
2.37K
$184K
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
318+ 4.34% |
$22K - $23.1K
|
7.65K
$595K
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
311+ 3.4% |
$21.5K - $22.6K
|
9.46K
$736K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
300+ 15.08% |
$20.8K - $21.8K
|
2.29K
$178K
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
294+ 4.39% |
$20.4K - $21.4K
|
6.99K
$543K
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
288+ 8.31% |
$20K - $21K
|
3.75K
$292K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
284+ 1.91% |
$19.7K - $20.7K
|
15.1K
$1.18M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
281+ 3.91% |
$19.5K - $20.4K
|
7.46K
$580K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
267+ 296.67% |
$18.5K - $19.4K
|
357
$27.8K
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
254+ 3.27% |
$17.6K - $18.5K
|
8.03K
$624K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
231+ 2.51% |
$16K - $16.8K
|
9.45K
$735K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
215+ 2.96% |
$14.9K - $15.6K
|
7.49K
$582K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
215+ 77.34% |
$14.9K - $15.6K
|
493
$38.4K
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
178+ 3.53% |
$12.3K - $13K
|
5.22K
$406K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
168+ 2.0% |
$11.6K - $12.2K
|
8.55K
$665K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
167+ 3.29% |
$11.6K - $12.2K
|
5.24K
$408K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
149+ 4.1% |
$10.3K - $10.8K
|
3.78K
$294K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
144+ 3.47% |
$9.98K - $10.5K
|
4.3K
$334K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
142+ 33.33% |
$9.84K - $10.3K
|
568
$44.2K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
123+ 2.0% |
$8.52K - $8.95K
|
6.27K
$488K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
118+ 12.47% |
$8.18K - $8.59K
|
1.06K
$82.8K
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
107+ 1.91% |
$7.41K - $7.79K
|
5.72K
$445K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
103+ 3.45% |
$7.14K - $7.5K
|
3.09K
$240K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
99+ 7.67% |
$6.86K - $7.2K
|
1.39K
$108K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
92+ 70.23% |
$6.37K - $6.69K
|
223
$17.3K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
89+ 4450.0% |
$6.17K - $6.48K
|
91
$7.08K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
83+ 0.83% |
$5.75K - $6.04K
|
10.1K
$786K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
81New |
$5.61K - $5.89K
|
81
$6.3K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
79+ 0.52% |
$5.47K - $5.75K
|
15.3K
$1.19M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
69+ 3.16% |
$4.78K - $5.02K
|
2.25K
$175K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69+ 0.7% |
$4.78K - $5.02K
|
9.95K
$774K
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
67+ 223.33% |
$4.64K - $4.88K
|
97
$7.55K
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
66New |
$4.57K - $4.8K
|
66
$5.13K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
65+ 0.51% |
$4.5K - $4.73K
|
12.7K
$987K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
59+ 1475.0% |
$4.09K - $4.29K
|
63
$4.9K
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
57+ 0.67% |
$3.95K - $4.15K
|
8.61K
$670K
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
44+ 0.59% |
$3.05K - $3.2K
|
7.52K
$585K
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 2.01% |
$2.63K - $2.77K
|
1.93K
$150K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
32+ 2.74% |
$2.22K - $2.33K
|
1.2K
$93.4K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 3.96% |
$2.08K - $2.18K
|
788
$61.3K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
22+ 0.52% |
$1.52K - $1.6K
|
4.27K
$332K
|