Purchases and Sales Made in Q3 2023 in Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q3 2023. 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, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
68K
New
$4.3M - $4.6M
68K $5.25M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
49.8K
+ 1570.88%
$3.15M - $3.38M
53K $4.1M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
45.8K
+ 52.53%
$2.9M - $3.1M
133K $10.3M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
43.6K
New
$2.76M - $2.95M
43.6K $3.37M
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
25.1K
New
$1.59M - $1.7M
25.1K $1.94M
Nov 13, 2023 Q3 2023
Strategic Advocates LLC

Logan, UT
BUY
 -
22.6K
New
$1.43M - $1.53M
22.6K $1.74M
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
18.6K
New
$1.17M - $1.26M
18.6K $1.44M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
18.5K
+ 4.5%
$1.17M - $1.25M
430K $33.2M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
18K
+ 23.01%
$1.14M - $1.22M
96.1K $7.43M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
14.7K
New
$931K - $997K
14.7K $1.14M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
12.4K
+ 314.25%
$785K - $841K
16.4K $1.27M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
12.1K
+ 38.19%
$768K - $822K
43.9K $3.39M
Oct 10, 2023 Q3 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
11.4K
New
$723K - $774K
11.4K $884K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
10.1K
+ 276.05%
$641K - $687K
13.8K $1.07M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
9.63K
New
$609K - $652K
9.63K $744K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
9.38K
New
$593K - $635K
9.38K $725K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
8.33K
+ 118.75%
$527K - $564K
15.3K $1.19M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
8.21K
+ 43.42%
$519K - $556K
27.1K $2.1M
Nov 08, 2023 Q3 2023
First Ascent Asset Management, LLC

BUY
 -
7.31K
+ 10.96%
$462K - $495K
74K $5.72M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
6.46K
New
$408K - $437K
6.46K $499K
Oct 17, 2023 Q3 2023
Ellenbecker Investment Group

BUY
 -
6.29K
+ 13.04%
$398K - $426K
54.5K $4.21M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
6.09K
+ 28.87%
$385K - $412K
27.2K $2.1M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
5.8K
+ 22.57%
$366K - $392K
31.5K $2.43M
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
5.6K
New
$354K - $380K
5.6K $433K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
5.39K
New
$341K - $365K
5.39K $417K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
4.33K
+ 5.3%
$274K - $293K
86.1K $6.65M
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
4.16K
New
$263K - $282K
4.16K $321K
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
3.89K
New
$246K - $263K
3.89K $301K
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
3.83K
+ 103.29%
$242K - $260K
7.54K $583K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
3.62K
+ 4.77%
$229K - $245K
79.4K $6.14M
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
3.5K
New
$221K - $237K
3.5K $271K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
3.44K
New
$218K - $233K
3.44K $266K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.43K
+ 62.62%
$217K - $233K
8.92K $689K
Oct 13, 2023 Q3 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
3.18K
New
$201K - $216K
3.18K $246K
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.87K
New
$182K - $194K
2.87K $222K
Nov 07, 2023 Q3 2023
Archvest Wealth Advisors, Inc.

BUY
 -
2.76K
+ 6.79%
$174K - $187K
43.3K $3.35M
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
2.66K
+ 21.69%
$168K - $180K
14.9K $1.15M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
2.52K
+ 9.18%
$159K - $171K
30K $2.32M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
2.44K
+ 5.37%
$154K - $165K
47.9K $3.7M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
2.36K
+ 220.26%
$149K - $160K
3.43K $265K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2.33K
+ 9.99%
$148K - $158K
25.7K $1.98M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.27K
+ 20.21%
$144K - $154K
13.5K $1.04M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
2.23K
+ 33.88%
$141K - $151K
8.82K $682K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
2.21K
+ 20.76%
$140K - $149K
12.8K $992K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.06K
New
$130K - $139K
2.06K $159K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1.96K
+ 16.39%
$124K - $133K
13.9K $1.08M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
1.79K
+ 8.24%
$113K - $121K
23.5K $1.82M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.69K
+ 6.31%
$107K - $114K
28.4K $2.19M
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
1.64K
+ 3.09%
$104K - $111K
54.7K $4.23M

Track Institutional and Insider Activities on AOA

Follow ISHARES TR CORE AGGRESSIVE ALL and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AOA shares.

Notify only if

Insider Trading

Get notified when an Ishares Tr Core Aggressive All insider buys or sells AOA shares.

Notify only if

News

Receive news related to ISHARES TR CORE AGGRESSIVE ALL

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on AOA