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 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-290- 11.12% |
$20.1K - $21.1K
|
2.32K
$180K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-313- 1.6% |
$21.7K - $22.8K
|
19.3K
$1.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-363- 1.09% |
$25.1K - $26.4K
|
32.8K
$2.55M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-363- 2.32% |
$25.1K - $26.4K
|
15.3K
$1.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-374- 2.14% |
$25.9K - $27.2K
|
17.1K
$1.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-414- 7.36% |
$28.7K - $30.1K
|
5.21K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-416Closed |
$28.8K - $30.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-424Closed |
$29.4K - $30.9K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-468- 1.21% |
$32.4K - $34.1K
|
38.3K
$2.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-474- 1.72% |
$32.8K - $34.5K
|
27.1K
$2.11M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-513- 3.7% |
$35.5K - $37.3K
|
13.4K
$1.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-525- 25.33% |
$36.4K - $38.2K
|
1.55K
$120K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-560- 15.45% |
$38.8K - $40.8K
|
3.06K
$238K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-578- 4.17% |
$40K - $42.1K
|
13.3K
$1.03M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-600Closed |
$41.6K - $43.7K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-638- 11.75% |
$44.2K - $46.4K
|
4.79K
$373K
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-660- 4.35% |
$45.7K - $48K
|
14.5K
$1.13M
|
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-685- 1.01% |
$47.5K - $49.8K
|
67K
$5.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-706- 10.99% |
$48.9K - $51.4K
|
5.72K
$445K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-737- 9.72% |
$51.1K - $53.6K
|
6.85K
$532K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.23KClosed |
$85.2K - $89.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.27K- 3.77% |
$87.8K - $92.2K
|
32.4K
$2.52M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.03K- 5.54% |
$141K - $148K
|
34.6K
$2.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-2.09K- 8.64% |
$145K - $152K
|
22.1K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.29K- 12.94% |
$159K - $167K
|
15.4K
$1.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.63K- 17.52% |
$182K - $191K
|
12.4K
$962K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.83K- 45.13% |
$196K - $206K
|
3.44K
$268K
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.03KClosed |
$210K - $220K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.61K- 11.17% |
$250K - $263K
|
28.7K
$2.23M
|
|
|
Oct 13, 2021
Q3 2021
|
Fort Henry Capital, LLC
|
SELL
|
- |
-3.7K- 6.32% |
$256K - $269K
|
54.8K
$4.26M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-3.71K- 12.96% |
$257K - $270K
|
24.9K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.73K- 6.29% |
$258K - $271K
|
55.5K
$4.32M
|
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-4.27K- 21.87% |
$296K - $311K
|
15.3K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.54K- 21.46% |
$315K - $331K
|
16.6K
$1.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.77KClosed |
$331K - $347K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-5.03K- 18.67% |
$348K - $366K
|
21.9K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.41K- 10.03% |
$444K - $466K
|
57.5K
$4.47M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.49KClosed |
$450K - $472K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-8.4KClosed |
$582K - $611K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-8.93KClosed |
$618K - $650K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-9.8KClosed |
$679K - $713K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.2K- 84.75% |
$779K - $819K
|
2.02K
$157K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15KClosed |
$1.04M - $1.09M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.3K- 39.89% |
$1.13M - $1.19M
|
24.6K
$1.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.2KClosed |
$2.16M - $2.27M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.1K- 63.09% |
$2.23M - $2.34M
|
18.8K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-105K- 69.92% |
$7.24M - $7.61M
|
45K
$3.5M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-112K- 96.14% |
$7.75M - $8.14M
|
4.49K
$349K
|