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
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
175+ 2.89% |
$11.1K - $11.9K
|
6.24K
$485K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
129+ 3.46% |
$8.16K - $8.74K
|
3.86K
$300K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
117+ 0.1% |
$7.4K - $7.92K
|
113K
$8.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106New |
$6.7K - $7.18K
|
106
$8.25K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
101+ 0.73% |
$6.39K - $6.84K
|
14K
$1.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$6.32K - $6.77K
|
100
$7.78K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
94+ 60.26% |
$5.94K - $6.37K
|
250
$19.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
88+ 1.53% |
$5.57K - $5.96K
|
5.83K
$453K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
88+ 50.87% |
$5.57K - $5.96K
|
261
$20.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
79+ 0.69% |
$5K - $5.35K
|
11.6K
$899K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
71+ 4.02% |
$4.49K - $4.81K
|
1.84K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
63+ 0.58% |
$3.98K - $4.27K
|
10.9K
$851K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
60+ 8.05% |
$3.79K - $4.06K
|
805
$62.6K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
60+ 1.15% |
$3.79K - $4.06K
|
5.27K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
52New |
$3.29K - $3.52K
|
52
$4.05K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
50+ 0.42% |
$3.16K - $3.39K
|
12K
$934K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45+ 0.42% |
$2.85K - $3.05K
|
10.7K
$829K
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.06% |
$2.72K - $2.91K
|
4.09K
$318K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
32+ 9.88% |
$2.02K - $2.17K
|
356
$27.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
32New |
$2.02K - $2.17K
|
32
$2.49K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
28+ 0.38% |
$1.77K - $1.9K
|
7.42K
$577K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 0.75% |
$1.71K - $1.83K
|
3.64K
$283K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26+ 5.54% |
$1.64K - $1.76K
|
495
$38.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.96% |
$1.58K - $1.69K
|
2.63K
$204K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
21+ 0.33% |
$1.33K - $1.42K
|
6.37K
$495K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.28% |
$1.26K - $1.35K
|
7.09K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 0.38% |
$1.2K - $1.29K
|
4.98K
$388K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
19+ 1.96% |
$1.2K - $1.29K
|
990
$77K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15New |
$949 - $1.02K
|
15
$1.17K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14+ 0.53% |
$885 - $948
|
2.64K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9+ 0.22% |
$569 - $609
|
4.03K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.5% |
$506 - $542
|
1.61K
$125K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$506 - $542
|
8
$622
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7New |
$443 - $474
|
7
$545
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.65% |
$379 - $406
|
934
$72.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$63.2 - $67.7
|
5.21K
$405K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.48% |
$63.2 - $67.7
|
211
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$63.2 - $67.7
|
4.06K
$316K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.83% |
$63.2 - $67.7
|
122
$9.49K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$63.2 - $67.7
|
4.38K
$341K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.38% |
$190 - $203
|
782
$60.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.08% |
$506 - $542
|
9.63K
$749K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8- 0.85% |
$506 - $542
|
934
$72.7K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-23- 20.0% |
$1.45K - $1.56K
|
92
$7.16K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-44- 27.33% |
$2.78K - $2.98K
|
117
$9.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45- 24.32% |
$2.85K - $3.05K
|
140
$10.9K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-45- 0.85% |
$2.85K - $3.05K
|
5.28K
$410K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-58- 1.18% |
$3.67K - $3.93K
|
4.84K
$376K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-68- 0.02% |
$4.3K - $4.6K
|
325K
$25.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-69- 2.76% |
$4.36K - $4.67K
|
2.43K
$189K
|