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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.82KNew |
$196K - $208K
|
2.82K
$219K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.81K+ 25.43% |
$196K - $207K
|
13.9K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.78KNew |
$193K - $204K
|
2.78K
$216K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.77KNew |
$193K - $204K
|
2.77K
$216K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 43.63% |
$155K - $164K
|
7.35K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.16K+ 7.59% |
$150K - $159K
|
30.6K
$2.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.04KNew |
$141K - $150K
|
2.04K
$158K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.93K+ 12.18% |
$134K - $142K
|
17.8K
$1.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 22.18% |
$133K - $141K
|
10.5K
$818K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.83K+ 4.48% |
$127K - $135K
|
42.8K
$3.33M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.53K+ 10.55% |
$106K - $113K
|
16K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.49KNew |
$104K - $110K
|
1.49K
$116K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.4K+ 42.14% |
$97.2K - $103K
|
4.72K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.38K+ 8.97% |
$96K - $102K
|
16.8K
$1.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.32K+ 10.14% |
$91.4K - $96.9K
|
14.3K
$1.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.25K+ 3.16% |
$87.1K - $92.3K
|
40.9K
$3.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.21K+ 12.55% |
$84.4K - $89.4K
|
10.9K
$847K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.09K+ 1.97% |
$75.4K - $79.9K
|
56.3K
$4.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.01K+ 13.49% |
$70.2K - $74.3K
|
8.5K
$661K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
974New |
$67.7K - $71.7K
|
974
$75.8K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
963New |
$66.9K - $70.9K
|
963
$74.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
938+ 967.01% |
$65.2K - $69K
|
1.04K
$80.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
890+ 1098.77% |
$61.8K - $65.5K
|
971
$75.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
875+ 0.78% |
$60.8K - $64.4K
|
113K
$8.81M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
820New |
$57K - $60.4K
|
820
$63.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
804+ 22.43% |
$55.9K - $59.2K
|
4.39K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
801New |
$55.7K - $59K
|
801
$62.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
776+ 25.53% |
$53.9K - $57.1K
|
3.82K
$297K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
706+ 12.34% |
$49.1K - $52K
|
6.43K
$500K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
694+ 10.27% |
$48.2K - $51.1K
|
7.45K
$580K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
687+ 30.52% |
$47.7K - $50.6K
|
2.94K
$229K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
666+ 8.7% |
$46.3K - $49K
|
8.32K
$647K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
650+ 2.94% |
$45.2K - $47.8K
|
22.8K
$1.77M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
634+ 6.56% |
$44.1K - $46.7K
|
10.3K
$801K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
633+ 7.11% |
$44K - $46.6K
|
9.54K
$742K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
578+ 1.67% |
$40.2K - $42.5K
|
35.2K
$2.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
573+ 1.05% |
$39.8K - $42.2K
|
55.3K
$4.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
560New |
$38.9K - $41.2K
|
560
$43.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
553New |
$38.4K - $40.7K
|
553
$43K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
531+ 2.86% |
$36.9K - $39.1K
|
19.1K
$1.48M
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
401New |
$27.9K - $29.5K
|
401
$31.2K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
400New |
$27.8K - $29.4K
|
400
$31.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
372+ 24.03% |
$25.9K - $27.4K
|
1.92K
$149K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
369+ 124.66% |
$25.6K - $27.2K
|
665
$51.7K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
350New |
$24.3K - $25.8K
|
350
$27.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
340New |
$23.6K - $25K
|
340
$26.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
326+ 23.2% |
$22.7K - $24K
|
1.73K
$135K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
323+ 6.76% |
$22.4K - $23.8K
|
5.1K
$397K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
295+ 1.18% |
$20.5K - $21.7K
|
25.3K
$1.97M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
282+ 4.74% |
$19.6K - $20.8K
|
6.23K
$484K
|