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 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
21+ 0.72% |
$1.51K - $1.66K
|
2.94K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21+ 0.72% |
$1.51K - $1.66K
|
2.94K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.7% |
$1.37K - $1.5K
|
2.75K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 0.37% |
$1.37K - $1.5K
|
5.1K
$397K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 8.29% |
$1.08K - $1.19K
|
196
$15.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.04% |
$1.01K - $1.11K
|
33.2K
$2.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
10+ 0.28% |
$721 - $791
|
3.57K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
10+ 250.0% |
$721 - $791
|
14
$1.09K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 1.23% |
$649 - $711
|
741
$57.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8New |
$577 - $632
|
8
$622
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.23% |
$577 - $632
|
3.44K
$268K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.69% |
$577 - $632
|
1.16K
$90.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 0.12% |
$505 - $553
|
6.04K
$470K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.53% |
$361 - $395
|
947
$73.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.15% |
$361 - $395
|
3.32K
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5+ 0.17% |
$361 - $395
|
2.87K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
5+ 0.69% |
$361 - $395
|
731
$56.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.72% |
$288 - $316
|
560
$43.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$288 - $316
|
2.87K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 1.84% |
$288 - $316
|
221
$17.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.69% |
$216 - $237
|
440
$34.2K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.82% |
$144 - $158
|
246
$19.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.65% |
$72.1 - $79.1
|
156
$12.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.33% |
$72.1 - $79.1
|
303
$23.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 8.33% |
$72.1 - $79.1
|
11
$856
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1- -0.0% |
$72.1 - $79.1
|
79.2K
$6.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.08% |
$144 - $158
|
2.5K
$195K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-12- 0.17% |
$865 - $949
|
7.12K
$554K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-25- 0.49% |
$1.8K - $1.98K
|
5.08K
$395K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-26- 0.81% |
$1.87K - $2.06K
|
3.19K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.6% |
$1.87K - $2.06K
|
4.33K
$337K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-27- 0.91% |
$1.95K - $2.13K
|
2.95K
$229K
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
SELL
|
- |
-29- 0.13% |
$2.09K - $2.29K
|
21.9K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-38- 0.59% |
$2.74K - $3K
|
6.46K
$502K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-46- 0.93% |
$3.32K - $3.64K
|
4.92K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-48- 0.2% |
$3.46K - $3.79K
|
23.7K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-54- 5.98% |
$3.89K - $4.27K
|
849
$66K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-56- 2.76% |
$4.04K - $4.43K
|
1.97K
$153K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-69- 7.17% |
$4.98K - $5.45K
|
893
$69.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-79- 45.66% |
$5.7K - $6.24K
|
94
$7.31K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-81- 0.6% |
$5.84K - $6.4K
|
13.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-82- 0.68% |
$5.91K - $6.48K
|
11.9K
$926K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-83- 1.32% |
$5.99K - $6.56K
|
6.22K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-93- 0.91% |
$6.71K - $7.35K
|
10.1K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-119- 5.3% |
$8.58K - $9.41K
|
2.13K
$165K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-129- 0.35% |
$9.3K - $10.2K
|
36.9K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-141- 3.8% |
$10.2K - $11.1K
|
3.57K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-142- 1.14% |
$10.2K - $11.2K
|
12.3K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-143- 0.54% |
$10.3K - $11.3K
|
26.1K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-146- 0.53% |
$10.5K - $11.5K
|
27.3K
$2.12M
|