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 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
22+ 0.02% |
$1.52K - $1.6K
|
102K
$7.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
17+ 0.13% |
$1.18K - $1.24K
|
13.6K
$1.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15+ 0.27% |
$1.04K - $1.09K
|
5.58K
$434K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
14+ 5.41% |
$970 - $1.02K
|
273
$21.2K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14New |
$970 - $1.02K
|
14
$1.09K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
13+ 0.21% |
$901 - $946
|
6.07K
$472K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.52% |
$901 - $946
|
2.5K
$194K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12+ 0.34% |
$831 - $873
|
3.58K
$279K
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
12+ 4.23% |
$831 - $873
|
296
$23K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11New |
$762 - $800
|
11
$856
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7+ 0.02% |
$485 - $509
|
46.1K
$3.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6+ 0.07% |
$416 - $437
|
8.91K
$693K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.67% |
$277 - $291
|
598
$46.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$208 - $218
|
3
$233
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3New |
$208 - $218
|
3
$233
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$139 - $146
|
2
$156
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.07% |
$139 - $146
|
3.05K
$237K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.55% |
$69.3 - $72.8
|
183
$14.2K
|
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$69.3 - $72.8
|
6.1K
$475K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.46% |
$69.3 - $72.8
|
217
$16.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 1.14% |
$69.3 - $72.8
|
89
$6.92K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.49% |
$69.3 - $72.8
|
205
$15.9K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.65% |
$69.3 - $72.8
|
156
$12.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.27% |
$69.3 - $72.8
|
369
$28.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1Closed |
$69.3 - $72.8
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$346 - $364
|
5.69K
$443K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 0.1% |
$416 - $437
|
5.85K
$455K
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-11- 0.3% |
$762 - $800
|
3.67K
$285K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25- 0.26% |
$1.73K - $1.82K
|
9.68K
$753K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-28Closed |
$1.94K - $2.04K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-29- 0.8% |
$2.01K - $2.11K
|
3.61K
$281K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-41- 2.25% |
$2.84K - $2.98K
|
1.78K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-43Closed |
$2.98K - $3.13K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-59- 93.65% |
$4.09K - $4.29K
|
4
$311
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-67- 1.38% |
$4.64K - $4.88K
|
4.78K
$371K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-69- 0.37% |
$4.78K - $5.02K
|
18.6K
$1.44M
|
|
|
Oct 15, 2021
Q3 2021
|
Divergent Planning, LLC
|
SELL
|
- |
-100- 1.09% |
$6.93K - $7.28K
|
9.03K
$703K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-112Closed |
$7.76K - $8.15K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-113- 2.16% |
$7.83K - $8.22K
|
5.12K
$398K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 2.39% |
$7.83K - $8.22K
|
4.62K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-115- 0.62% |
$7.97K - $8.37K
|
18.3K
$1.43M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-124- 0.81% |
$8.59K - $9.02K
|
15.1K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-139- 0.25% |
$9.63K - $10.1K
|
55.2K
$4.29M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-164Closed |
$11.4K - $11.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-166- 2.87% |
$11.5K - $12.1K
|
5.62K
$437K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-213- 11.09% |
$14.8K - $15.5K
|
1.71K
$133K
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-239- 1.76% |
$16.6K - $17.4K
|
13.3K
$1.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-239- 1.97% |
$16.6K - $17.4K
|
11.9K
$924K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-240- 1.5% |
$16.6K - $17.5K
|
15.8K
$1.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-240- 7.32% |
$16.6K - $17.5K
|
3.04K
$236K
|