Purchases and Sales Made in Q3 2023 in Ishares Tr Core Aggressive All (AOA)
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 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.64KNew |
$103K - $111K
|
1.64K
$127K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.62K+ 6.3% |
$102K - $110K
|
27.3K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.46K+ 19.62% |
$92.2K - $98.7K
|
8.89K
$692K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.28K+ 10.0% |
$80.8K - $86.5K
|
14.1K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.25K+ 15.45% |
$79.2K - $84.9K
|
9.36K
$728K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.2K+ 31.08% |
$75.6K - $80.9K
|
5.04K
$392K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.17K+ 24.38% |
$73.9K - $79.2K
|
5.96K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.12K+ 4.93% |
$70.9K - $75.9K
|
23.9K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 63.81% |
$69.6K - $74.5K
|
2.82K
$220K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.06K+ 278.89% |
$66.8K - $71.6K
|
1.44K
$112K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.03K+ 5.67% |
$65.3K - $70K
|
19.2K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
989+ 9.27% |
$62.5K - $67K
|
11.7K
$907K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
987+ 4.93% |
$62.4K - $66.8K
|
21K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
946+ 1.55% |
$59.8K - $64.1K
|
61.9K
$4.82M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
914+ 11.41% |
$57.8K - $61.9K
|
8.93K
$695K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
913+ 20.23% |
$57.7K - $61.8K
|
5.43K
$422K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
906+ 8.8% |
$57.3K - $61.4K
|
11.2K
$871K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
794+ 19.53% |
$50.2K - $53.8K
|
4.86K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
792+ 1.77% |
$50.1K - $53.6K
|
45.5K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
787+ 5.42% |
$49.8K - $53.3K
|
15.3K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
760+ 10.17% |
$48.1K - $51.5K
|
8.23K
$640K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
750+ 118.67% |
$47.4K - $50.8K
|
1.38K
$108K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
745+ 7.23% |
$47.1K - $50.5K
|
11K
$859K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
718+ 2.09% |
$45.4K - $48.6K
|
35.1K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
591+ 8.8% |
$37.4K - $40K
|
7.31K
$569K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
558+ 6.7% |
$35.3K - $37.8K
|
8.89K
$691K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
499New |
$31.6K - $33.8K
|
499
$38.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
497+ 8.28% |
$31.4K - $33.7K
|
6.5K
$505K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
473New |
$29.9K - $32K
|
473
$36.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
457+ 1.26% |
$28.9K - $30.9K
|
36.7K
$2.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
431+ 5.79% |
$27.3K - $29.2K
|
7.88K
$613K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
397+ 5.63% |
$25.1K - $26.9K
|
7.45K
$579K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
378+ 6.85% |
$23.9K - $25.6K
|
5.9K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
359+ 7.85% |
$22.7K - $24.3K
|
4.93K
$384K
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
355+ 1.56% |
$22.5K - $24K
|
23.1K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
352+ 241.1% |
$22.3K - $23.8K
|
498
$38.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
351+ 8.02% |
$22.2K - $23.8K
|
4.73K
$368K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
327+ 1.08% |
$20.7K - $22.1K
|
30.6K
$2.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
318+ 9.63% |
$20.1K - $21.5K
|
3.62K
$282K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
317+ 3.07% |
$20K - $21.5K
|
10.6K
$827K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
271+ 6.66% |
$17.1K - $18.4K
|
4.34K
$338K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
256+ 5.26% |
$16.2K - $17.3K
|
5.12K
$398K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
247+ 2.98% |
$15.6K - $16.7K
|
8.54K
$664K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
240+ 3.66% |
$15.2K - $16.3K
|
6.8K
$529K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
219+ 3.49% |
$13.8K - $14.8K
|
6.49K
$505K
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
218+ 6.76% |
$13.8K - $14.8K
|
3.44K
$268K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
218+ 1.98% |
$13.8K - $14.8K
|
11.2K
$872K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
213+ 9.87% |
$13.5K - $14.4K
|
2.37K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
213+ 9.87% |
$13.5K - $14.4K
|
2.37K
$184K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
204+ 17.33% |
$12.9K - $13.8K
|
1.38K
$107K
|