Purchases and Sales Made in Q4 2021 in Ishares Tr Core Aggressive All (AOA)

This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q4 2021. 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
Feb 14, 2022 Q4 2021	Wells Fargo & Company San Francisco, CA	BUY	-	634K + 1103.22%	$44.1M - $46.7M	691K $53.4M
Feb 14, 2022 Q4 2021	Ubs Group Ag	BUY	-	354K + 1616.3%	$24.6M - $26M	376K $29M
Mar 17, 2022 Q4 2021	Lbmc Investment Advisors, LLC	BUY	-	104K + 230.25%	$7.19M - $7.62M	148K $11.5M
Jan 26, 2022 Q4 2021	Consilium Wealth Advisory, LLC	BUY	-	91.5K New	$6.36M - $6.73M	91.5K $7.07M
May 02, 2022 Q4 2021	Rtd Financial Advisors, Inc.	BUY	-	83.5K New	$5.8M - $6.14M	83.5K $6.45M
Jan 18, 2022 Q4 2021	River Tree Advisors, LLC Winter Park, FL	BUY	-	53.8K + 80.3%	$3.74M - $3.96M	121K $9.33M
Feb 10, 2022 Q4 2021	Paradigm Financial Partners, LLC	BUY	-	45.5K + 605.24%	$3.16M - $3.35M	53.1K $4.1M
Feb 08, 2022 Q4 2021	Raymond James & Associates St Petersburg, FL	BUY	-	35.3K + 934.08%	$2.45M - $2.6M	39.1K $3.02M
Feb 14, 2022 Q4 2021	Archvest Wealth Advisors, Inc.	BUY	-	31K New	$2.16M - $2.28M	31K $2.4M
Feb 04, 2022 Q4 2021	Envestnet Asset Management Inc	BUY	-	28.2K + 329.97%	$1.96M - $2.08M	36.8K $2.84M
Feb 14, 2022 Q4 2021	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	27.7K New	$1.93M - $2.04M	27.7K $2.14M
Feb 15, 2022 Q4 2021	Sovereign Financial Group, Inc. Stamford, CT	BUY	-	21K New	$1.46M - $1.55M	21K $1.62M
Feb 14, 2022 Q4 2021	Morgan Stanley New York, NY	BUY	-	20.9K + 33.73%	$1.45M - $1.54M	82.8K $6.4M
Feb 08, 2022 Q4 2021	Bank Of America Corp Charlotte, NC	BUY	-	17.8K + 9.53%	$1.24M - $1.31M	205K $15.8M
Feb 14, 2022 Q4 2021	Lpl Financial LLC Fort Mill, SC	BUY	-	16.8K + 15.09%	$1.17M - $1.24M	128K $9.93M
Feb 14, 2022 Q4 2021	Stifel Financial Corp St. Louis, MO	BUY	-	14.8K + 81.04%	$1.03M - $1.09M	33.2K $2.56M
Feb 14, 2022 Q4 2021	Rockefeller Capital Management L.P. New York, NY	BUY	-	14.4K + 3.85%	$1M - $1.06M	388K $30M
Mar 17, 2022 Q4 2021	Integrity Financial Corp	BUY	-	13.3K New	$923K - $978K	13.3K $1.03M
May 05, 2022 Q4 2021	West Wealth Group, LLC	BUY	-	12.3K New	$853K - $904K	12.3K $949K
Jan 31, 2022 Q4 2021	Smith Anglin Financial, LLC	BUY	-	11.7K New	$811K - $859K	11.7K $902K
Feb 11, 2022 Q4 2021	Bank Of Montreal Toronto, A6	BUY	-	11.5K New	$802K - $849K	11.5K $892K
Feb 14, 2022 Q4 2021	5th Street Advisors, LLC	BUY	-	11K New	$765K - $811K	11K $851K
Jan 19, 2022 Q4 2021	Guardian Financial Partners, LLC	BUY	-	10.5K New	$727K - $770K	10.5K $809K
Feb 14, 2022 Q4 2021	Cassia Capital Partners, LLC Winston Salem, NC	BUY	-	9.83K New	$683K - $723K	9.83K $759K
Feb 11, 2022 Q4 2021	True Private Wealth Advisors	BUY	-	9.08K New	$631K - $668K	9.08K $702K
Feb 14, 2022 Q4 2021	Mml Investors Services, LLC Springfield, MA	BUY	-	7.81K New	$542K - $575K	7.81K $603K
Feb 11, 2022 Q4 2021	Jim Simons Renaissance Technologies LLC \| New York, Ny	BUY	-	7.4K New	$514K - $545K	7.4K $572K
Feb 11, 2022 Q4 2021	Advisor Resource Council	BUY	-	6.77K New	$470K - $498K	6.77K $523K
Jan 19, 2022 Q4 2021	Wolf Group Capital Advisors	BUY	-	6.07K New	$422K - $447K	6.07K $469K
Jan 24, 2022 Q4 2021	Northwest Wealth Management, LLC	BUY	-	5.55K + 6.76%	$386K - $408K	87.6K $6.77M
Feb 15, 2022 Q4 2021	Warren Averett Asset Management, LLC Birmingham, AL	BUY	-	5.31K + 9.57%	$369K - $391K	60.8K $4.7M
Feb 14, 2022 Q4 2021	Gould Capital, LLC	BUY	-	5.3K New	$368K - $390K	5.3K $409K
Feb 01, 2022 Q4 2021	Weaver Consulting Group	BUY	-	5.06K + 15.42%	$351K - $372K	37.9K $2.93M
Feb 03, 2022 Q4 2021	Cambridge Investment Research Advisors, Inc.	BUY	-	5.06K + 1.37%	$351K - $372K	374K $28.9M
Feb 10, 2022 Q4 2021	Great Valley Advisor Group, Inc.	BUY	-	5.04K New	$350K - $371K	5.04K $389K
Dec 26, 2024 Q4 2021	Cypress Capital, LLC	BUY	-	4.86K + 55.19%	$337K - $357K	13.7K $1.06M
Jan 20, 2022 Q4 2021	Ae Wealth Management LLC	BUY	-	4.59K + 15.99%	$319K - $338K	33.3K $2.57M
Feb 15, 2022 Q4 2021	Spinnaker Investment Group, LLC	BUY	-	4.07K New	$283K - $300K	4.07K $315K
Feb 22, 2022 Q4 2021	Sbk Financial, Inc. Richmond, VA	BUY	-	4.05K New	$281K - $298K	4.05K $313K
Feb 11, 2022 Q4 2021	Aspire Capital Advisors LLC Seattle, WA	BUY	-	4.01K New	$278K - $295K	4.01K $310K
Feb 01, 2022 Q4 2021	Greystone Financial Group, LLC	BUY	-	3.69K + 24.21%	$257K - $272K	18.9K $1.46M
Jan 28, 2022 Q4 2021	Arcus Capital Partners, LLC	BUY	-	3.41K New	$237K - $251K	3.41K $263K
Feb 10, 2022 Q4 2021	Madrona Financial Services, LLC	BUY	-	3.36K + 8.93%	$233K - $247K	41K $3.17M
Feb 17, 2022 Q4 2021	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	3.29K New	$228K - $242K	3.29K $254K
Jan 20, 2022 Q4 2021	Legacy Financial Group LLC	BUY	-	3.15K + 10.98%	$219K - $232K	31.9K $2.46M
Feb 11, 2022 Q4 2021	Coldstream Capital Management Inc	BUY	-	3.04K New	$211K - $224K	3.04K $235K
Feb 14, 2022 Q4 2021	Mutual Advisors, LLC Casper, WY	BUY	-	2.98K + 24.82%	$207K - $219K	15K $1.16M
Feb 14, 2022 Q4 2021	Halbert Hargrove Global Advisors, LLC	BUY	-	2.94K New	$205K - $217K	2.94K $228K
Jan 04, 2022 Q4 2021	Ellenbecker Investment Group	BUY	-	2.89K New	$201K - $213K	2.89K $224K
Feb 07, 2022 Q4 2021	Sweet Financial Partners, LLC	BUY	-	2.83K New	$196K - $208K	2.83K $218K

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Account

Purchases and Sales Made in Q4 2021 in Ishares Tr Core Aggressive All (AOA)

634K

354K

104K

91.5K

83.5K

53.8K

45.5K

35.3K

31K

28.2K

27.7K

21K

20.9K

17.8K

16.8K

14.8K

14.4K

13.3K

12.3K

11.7K

11.5K

11K

10.5K

9.83K

9.08K

7.81K

7.4K

6.77K

6.07K

5.55K

5.31K

5.3K

5.06K

5.06K

5.04K

4.86K

4.59K

4.07K

4.05K

4.01K

3.69K

3.41K

3.36K

3.29K

3.15K

3.04K

2.98K

2.94K

2.89K

2.83K

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