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 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.79K- 9.05% |
$129K - $141K
|
17.9K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.39K- 25.41% |
$173K - $189K
|
7.02K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.69K- 10.16% |
$194K - $212K
|
23.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.9K- 51.58% |
$209K - $229K
|
2.73K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.12K- 37.27% |
$225K - $246K
|
5.25K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.13K- 7.85% |
$226K - $248K
|
36.7K
$2.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.2K- 3.21% |
$231K - $253K
|
96.4K
$7.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.27K- 26.6% |
$236K - $258K
|
9.02K
$702K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 5.55% |
$323K - $354K
|
76.3K
$5.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.31K- 15.27% |
$383K - $420K
|
29.5K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.33K- 8.0% |
$384K - $421K
|
61.2K
$4.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.74K- 16.87% |
$414K - $454K
|
28.3K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.72K- 3.87% |
$557K - $610K
|
192K
$14.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-9.89K- 5.86% |
$713K - $782K
|
159K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11.6K- 16.11% |
$839K - $919K
|
60.6K
$4.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11.7K- 16.85% |
$841K - $921K
|
57.5K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.5K- 58.86% |
$1.12M - $1.22M
|
10.8K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-129K- 60.68% |
$9.32M - $10.2M
|
83.8K
$6.52M
|