Purchases and Sales Made in Q3 2022 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q3 2022. 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 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
764+ 14.36% |
$42.4K - $49.3K
|
6.08K
$478K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
763+ 4.71% |
$42.3K - $49.2K
|
17K
$1.33M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
725+ 4.69% |
$40.2K - $46.8K
|
16.2K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
691+ 3.21% |
$38.3K - $44.6K
|
22.2K
$1.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
647New |
$35.9K - $41.8K
|
647
$50.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
647+ 13.24% |
$35.9K - $41.8K
|
5.53K
$435K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
621+ 12.32% |
$34.4K - $40.1K
|
5.66K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
619+ 6.34% |
$34.3K - $40K
|
10.4K
$817K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
571+ 1.36% |
$31.7K - $36.9K
|
42.6K
$3.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
536+ 3.69% |
$29.7K - $34.6K
|
15.1K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
484+ 10.37% |
$26.8K - $31.2K
|
5.15K
$405K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
476+ 1.36% |
$26.4K - $30.7K
|
35.5K
$2.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
456+ 279.75% |
$25.3K - $29.4K
|
619
$48.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
452+ 3.22% |
$25.1K - $29.2K
|
14.5K
$1.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
432+ 1.81% |
$24K - $27.9K
|
24.3K
$1.91M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
409+ 6.27% |
$22.7K - $26.4K
|
6.94K
$546K
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
395+ 7.49% |
$21.9K - $25.5K
|
5.67K
$446K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
388+ 6.09% |
$21.5K - $25K
|
6.76K
$532K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
301+ 3.76% |
$16.7K - $19.4K
|
8.32K
$654K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
294+ 68.85% |
$16.3K - $19K
|
721
$56.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
253+ 1.91% |
$14K - $16.3K
|
13.5K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
242+ 3.25% |
$13.4K - $15.6K
|
7.7K
$606K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
241+ 4.22% |
$13.4K - $15.6K
|
5.95K
$468K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
240+ 0.78% |
$13.3K - $15.5K
|
30.9K
$2.43M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
235+ 2.46% |
$13K - $15.2K
|
9.79K
$770K
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
234+ 1.55% |
$13K - $15.1K
|
15.4K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
202+ 8.87% |
$11.2K - $13K
|
2.48K
$195K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
194+ 1.56% |
$10.8K - $12.5K
|
12.7K
$996K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
193+ 7.89% |
$10.7K - $12.5K
|
2.64K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
191+ 7.91% |
$10.6K - $12.3K
|
2.61K
$205K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
190+ 0.49% |
$10.5K - $12.3K
|
38.9K
$3.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
156+ 0.18% |
$8.65K - $10.1K
|
87.9K
$6.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
153+ 2.68% |
$8.48K - $9.87K
|
5.85K
$460K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
127+ 0.82% |
$7.04K - $8.2K
|
15.6K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
115New |
$6.38K - $7.42K
|
115
$9.05K
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
112+ 1.69% |
$6.21K - $7.23K
|
6.73K
$529K
|
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
93+ 2.15% |
$5.16K - $6K
|
4.41K
$347K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
90New |
$4.99K - $5.81K
|
90
$7.08K
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
87+ 0.35% |
$4.82K - $5.61K
|
25.1K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
80+ 4.79% |
$4.44K - $5.16K
|
1.75K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
75New |
$4.16K - $4.84K
|
75
$5.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72+ 86.75% |
$3.99K - $4.65K
|
155
$12.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
71+ 0.75% |
$3.94K - $4.58K
|
9.5K
$747K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
66+ 0.91% |
$3.66K - $4.26K
|
7.3K
$574K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
66+ 1.7% |
$3.66K - $4.26K
|
3.94K
$310K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.96% |
$3.6K - $4.2K
|
6.84K
$538K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
63+ 0.21% |
$3.49K - $4.07K
|
30.5K
$2.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
48New |
$2.66K - $3.1K
|
48
$3.78K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 0.48% |
$2.55K - $2.97K
|
9.64K
$759K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
45New |
$2.5K - $2.9K
|
45
$3.54K
|