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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
276+ 4.4% |
$19.2K - $20.3K
|
6.54K
$509K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
269+ 17.62% |
$18.7K - $19.8K
|
1.8K
$140K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
265+ 77.03% |
$18.4K - $19.5K
|
609
$47.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
219+ 2.07% |
$15.2K - $16.1K
|
10.8K
$840K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
218+ 4.16% |
$15.1K - $16K
|
5.46K
$425K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
214New |
$14.9K - $15.8K
|
214
$16.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
213+ 35.62% |
$14.8K - $15.7K
|
811
$63.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
212+ 3.8% |
$14.7K - $15.6K
|
5.79K
$450K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
193+ 3.38% |
$13.4K - $14.2K
|
5.91K
$460K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
183+ 5.66% |
$12.7K - $13.5K
|
3.41K
$266K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
171New |
$11.9K - $12.6K
|
171
$13.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
165+ 0.94% |
$11.5K - $12.1K
|
17.7K
$1.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
163+ 1.03% |
$11.3K - $12K
|
15.9K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
151+ 2.89% |
$10.5K - $11.1K
|
5.38K
$418K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
146+ 0.95% |
$10.1K - $10.7K
|
15.5K
$1.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
137+ 0.36% |
$9.52K - $10.1K
|
38.4K
$2.99M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
137+ 856.25% |
$9.52K - $10.1K
|
153
$11.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
112+ 1.4% |
$7.78K - $8.24K
|
8.14K
$633K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
111+ 2.01% |
$7.71K - $8.17K
|
5.62K
$437K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
109+ 1.52% |
$7.57K - $8.02K
|
7.27K
$565K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
102+ 1.42% |
$7.09K - $7.51K
|
7.29K
$567K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
87New |
$6.05K - $6.4K
|
87
$6.77K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
84+ 0.97% |
$5.84K - $6.18K
|
8.76K
$682K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
82+ 30.04% |
$5.7K - $6.04K
|
355
$27.6K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
81+ 2.35% |
$5.63K - $5.96K
|
3.53K
$274K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79+ 1.35% |
$5.49K - $5.82K
|
5.93K
$461K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
77+ 4.32% |
$5.35K - $5.67K
|
1.86K
$145K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
71+ 3.51% |
$4.93K - $5.23K
|
2.1K
$163K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
43+ 1.01% |
$2.99K - $3.17K
|
4.31K
$336K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33+ 0.93% |
$2.29K - $2.43K
|
3.59K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
30New |
$2.08K - $2.21K
|
30
$2.33K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 1.0% |
$1.74K - $1.84K
|
2.52K
$196K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 12.02% |
$1.53K - $1.62K
|
205
$15.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
18+ 0.93% |
$1.25K - $1.32K
|
1.95K
$152K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17+ 1.42% |
$1.18K - $1.25K
|
1.22K
$94.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 12.5% |
$1.11K - $1.18K
|
144
$11.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.64% |
$764 - $810
|
1.72K
$134K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 0.31% |
$625 - $662
|
2.88K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8+ 0.14% |
$556 - $589
|
5.63K
$438K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.26% |
$556 - $589
|
3.06K
$238K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
7+ 0.05% |
$486 - $515
|
13.6K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.05% |
$417 - $442
|
576
$44.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 0.25% |
$417 - $442
|
2.38K
$185K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.09% |
$278 - $294
|
4.3K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.81% |
$208 - $221
|
372
$28.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.98% |
$139 - $147
|
207
$16.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.03% |
$69.5 - $73.6
|
3.07K
$238K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$139 - $147
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3Closed |
$208 - $221
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-3Closed |
$208 - $221
|
0
$0
|