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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
224+ 0.92% |
$16.2K - $17.7K
|
24.5K
$1.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
218+ 3.13% |
$15.7K - $17.2K
|
7.19K
$559K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
209+ 4.11% |
$15.1K - $16.5K
|
5.3K
$412K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
190+ 42.22% |
$13.7K - $15K
|
640
$49.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
183+ 6.65% |
$13.2K - $14.5K
|
2.93K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181+ 4.04% |
$13.1K - $14.3K
|
4.67K
$363K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
167+ 0.62% |
$12K - $13.2K
|
27K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
163+ 1.75% |
$11.8K - $12.9K
|
9.49K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
157+ 5.23% |
$11.3K - $12.4K
|
3.16K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
152+ 2.23% |
$11K - $12K
|
6.96K
$541K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
145+ 1.76% |
$10.5K - $11.5K
|
8.39K
$652K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
137+ 4.49% |
$9.88K - $10.8K
|
3.19K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
136+ 3.53% |
$9.81K - $10.8K
|
3.99K
$310K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
133+ 9.0% |
$9.59K - $10.5K
|
1.61K
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
131+ 3.16% |
$9.45K - $10.4K
|
4.28K
$333K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130New |
$9.37K - $10.3K
|
130
$10.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
129+ 4.38% |
$9.3K - $10.2K
|
3.08K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
128+ 7.56% |
$9.23K - $10.1K
|
1.82K
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
127+ 1.37% |
$9.16K - $10K
|
9.42K
$733K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
121+ 3.04% |
$8.73K - $9.57K
|
4.11K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
120+ 4.22% |
$8.65K - $9.49K
|
2.96K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
110New |
$7.93K - $8.7K
|
110
$8.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
110+ 0.83% |
$7.93K - $8.7K
|
13.3K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
110+ 0.82% |
$7.93K - $8.7K
|
13.5K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
108+ 31.95% |
$7.79K - $8.54K
|
446
$34.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
96+ 3.54% |
$6.92K - $7.59K
|
2.81K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
93New |
$6.71K - $7.35K
|
93
$7.23K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
91+ 2.25% |
$6.56K - $7.19K
|
4.13K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
90+ 1.7% |
$6.49K - $7.11K
|
5.38K
$419K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
87+ 0.39% |
$6.27K - $6.88K
|
22.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
86+ 0.37% |
$6.2K - $6.8K
|
23.5K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
72+ 1.53% |
$5.19K - $5.69K
|
4.78K
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
71+ 1.42% |
$5.12K - $5.61K
|
5.07K
$395K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
66+ 1.41% |
$4.76K - $5.22K
|
4.73K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
62+ 1.84% |
$4.47K - $4.9K
|
3.44K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
60+ 0.09% |
$4.33K - $4.74K
|
65.9K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
51+ 1.08% |
$3.68K - $4.03K
|
4.75K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
50+ 1.46% |
$3.61K - $3.95K
|
3.47K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50+ 26.46% |
$3.61K - $3.95K
|
239
$18.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
43New |
$3.1K - $3.4K
|
43
$3.34K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
38+ 0.13% |
$2.74K - $3K
|
29.6K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
32+ 0.88% |
$2.31K - $2.53K
|
3.65K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 0.73% |
$1.95K - $2.13K
|
3.73K
$290K
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
27+ 0.89% |
$1.95K - $2.13K
|
3.05K
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
27+ 0.45% |
$1.95K - $2.13K
|
6.05K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26+ 0.13% |
$1.87K - $2.06K
|
20.4K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
25+ 14.29% |
$1.8K - $1.98K
|
200
$15.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25+ 0.39% |
$1.8K - $1.98K
|
6.45K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.46% |
$1.51K - $1.66K
|
4.54K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
21+ 0.0% |
$1.51K - $1.66K
|
2.19M
$171M
|