Purchases and Sales Made in Q3 2024 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q3 2024. 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 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
55.2KNew |
$3.98M - $4.36M
|
55.2K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.1KNew |
$2.82M - $3.09M
|
39.1K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.3K+ 61.69% |
$2.76M - $3.03M
|
100K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.9K+ 7.5% |
$2.59M - $2.84M
|
515K
$40M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.2KNew |
$1.89M - $2.07M
|
26.2K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.6K+ 51.16% |
$1.42M - $1.55M
|
58K
$4.52M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.1K+ 7836.8% |
$1.31M - $1.43M
|
18.3K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 52.69% |
$923K - $1.01M
|
37.1K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.78K+ 34.87% |
$705K - $773K
|
37.8K
$2.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.7K+ 6.94% |
$699K - $766K
|
149K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.59K+ 10.43% |
$691K - $758K
|
102K
$7.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.41K+ 31.62% |
$679K - $744K
|
39.2K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.25K+ 11.12% |
$667K - $731K
|
92.4K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.99KNew |
$504K - $553K
|
6.99K
$544K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
5.38K+ 7.26% |
$388K - $425K
|
79.5K
$6.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.35K+ 13.67% |
$386K - $423K
|
44.5K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.01K+ 50.33% |
$361K - $396K
|
15K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.71KNew |
$339K - $372K
|
4.71K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.44KNew |
$320K - $351K
|
4.44K
$346K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.43KNew |
$319K - $350K
|
4.43K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.92K+ 75.52% |
$282K - $309K
|
9.1K
$708K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.54KNew |
$255K - $280K
|
3.54K
$276K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.47KNew |
$250K - $274K
|
3.47K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.44KNew |
$248K - $272K
|
3.44K
$267K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$244K - $268K
|
3.38K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.35KNew |
$241K - $265K
|
3.35K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.32K+ 2.34% |
$239K - $262K
|
145K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.26KNew |
$235K - $258K
|
3.26K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
3.13K+ 13.88% |
$226K - $247K
|
25.7K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.06KNew |
$220K - $242K
|
3.06K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.92K+ 4.72% |
$210K - $231K
|
64.7K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.87KNew |
$207K - $227K
|
2.87K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$206K - $226K
|
2.86K
$222K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.8K+ 496.11% |
$202K - $222K
|
3.37K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.76KNew |
$199K - $218K
|
2.76K
$215K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.61KNew |
$188K - $206K
|
2.61K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58KNew |
$186K - $204K
|
2.58K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
2.54KNew |
$183K - $201K
|
2.54K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.29KNew |
$165K - $181K
|
2.29K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
2.27K+ 1024.32% |
$164K - $180K
|
2.5K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.98K+ 1.79% |
$143K - $156K
|
112K
$8.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.97K+ 5.1% |
$142K - $155K
|
40.5K
$3.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.89K+ 16.88% |
$136K - $149K
|
13K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.86K+ 13.96% |
$134K - $147K
|
15.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.63K+ 23.6% |
$117K - $129K
|
8.53K
$663K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.56K+ 6.51% |
$112K - $123K
|
25.5K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54K+ 1.15% |
$111K - $121K
|
135K
$10.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 7.5% |
$108K - $118K
|
21.4K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.39K+ 4.3% |
$100K - $110K
|
33.8K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.28K+ 0.47% |
$92.4K - $101K
|
276K
$21.5M
|