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 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-967- 15.73% |
$61.2K - $65.5K
|
5.18K
$403K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.05K- 13.54% |
$66.7K - $71.4K
|
6.73K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.11K- 2.72% |
$69.9K - $74.9K
|
39.6K
$3.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.15K- 2.77% |
$72.4K - $77.5K
|
40.3K
$3.13M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.15K- 12.19% |
$72.6K - $77.7K
|
8.27K
$643K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.3K- 18.93% |
$82.1K - $88K
|
5.56K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.34K- 15.94% |
$84.5K - $90.5K
|
7.04K
$548K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.41K- 4.07% |
$89K - $95.3K
|
33.2K
$2.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 5.24% |
$96.5K - $103K
|
27.6K
$2.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.56K- 4.23% |
$98.4K - $105K
|
35.3K
$2.74M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.61K- 26.02% |
$102K - $109K
|
4.57K
$356K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.78K- 5.92% |
$113K - $121K
|
28.3K
$2.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.8K- 2.64% |
$114K - $122K
|
66.4K
$5.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.95K- 7.55% |
$123K - $132K
|
23.8K
$1.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.95K- 6.8% |
$123K - $132K
|
26.7K
$2.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.09K- 14.06% |
$132K - $141K
|
12.8K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.13K- 12.61% |
$134K - $144K
|
14.7K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.16K- 8.92% |
$136K - $146K
|
22K
$1.71M
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-2.2K- 18.07% |
$139K - $149K
|
9.98K
$776K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.24K- 16.5% |
$142K - $152K
|
11.4K
$883K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.25K- 2.44% |
$142K - $153K
|
90.2K
$7.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.04K- 18.78% |
$192K - $206K
|
13.2K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.99K- 98.81% |
$316K - $338K
|
60
$4.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.42K- 47.78% |
$343K - $367K
|
5.92K
$461K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.94K- 2.6% |
$376K - $402K
|
222K
$17.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.36K- 66.71% |
$402K - $431K
|
3.18K
$247K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.46K- 4.37% |
$408K - $437K
|
141K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.98K- 73.69% |
$441K - $473K
|
2.49K
$194K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.17K- 32.84% |
$580K - $621K
|
18.8K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 25.74% |
$702K - $752K
|
32K
$2.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-16K- 79.0% |
$1.01M - $1.08M
|
4.25K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.1K- 10.59% |
$1.02M - $1.09M
|
136K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-17.1K- 60.3% |
$1.08M - $1.16M
|
11.2K
$874K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.7K- 47.92% |
$1.37M - $1.47M
|
23.5K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.8K- 33.26% |
$1.51M - $1.61M
|
47.8K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.5K- 58.86% |
$1.8M - $1.93M
|
19.9K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-76.9K- 24.87% |
$4.86M - $5.21M
|
232K
$18.1M
|