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 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4Closed |
$278 - $294
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-10- 0.1% |
$695 - $736
|
10.1K
$785K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-16Closed |
$1.11K - $1.18K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-18- 0.29% |
$1.25K - $1.32K
|
6.08K
$473K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-31Closed |
$2.15K - $2.28K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-48- 0.36% |
$3.34K - $3.53K
|
13.3K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-52Closed |
$3.61K - $3.83K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-64- 1.06% |
$4.45K - $4.71K
|
5.96K
$463K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-89Closed |
$6.18K - $6.55K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-95- 3.08% |
$6.6K - $6.99K
|
2.99K
$233K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-96- 1.29% |
$6.67K - $7.07K
|
7.37K
$573K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-99- 45.62% |
$6.88K - $7.29K
|
118
$9.18K
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-105- 1.84% |
$7.3K - $7.73K
|
5.59K
$435K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-105- 2.91% |
$7.3K - $7.73K
|
3.5K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-125- 0.46% |
$8.69K - $9.2K
|
27K
$2.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-143- 0.84% |
$9.94K - $10.5K
|
16.9K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-170- 1.37% |
$11.8K - $12.5K
|
12.2K
$949K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-176- 1.86% |
$12.2K - $13K
|
9.27K
$721K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-223Closed |
$15.5K - $16.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-237- 4.55% |
$16.5K - $17.4K
|
4.97K
$387K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-256- 1.67% |
$17.8K - $18.8K
|
15.1K
$1.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-259- 3.78% |
$18K - $19.1K
|
6.59K
$512K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-262- 0.92% |
$18.2K - $19.3K
|
28.1K
$2.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-269- 54.56% |
$18.7K - $19.8K
|
224
$17.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-278- 1.21% |
$19.3K - $20.5K
|
22.7K
$1.77M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-300- 27.65% |
$20.8K - $22.1K
|
785
$61.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-309- 2.43% |
$21.5K - $22.7K
|
12.4K
$963K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-310- 13.54% |
$21.5K - $22.8K
|
1.98K
$154K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-311- 2.05% |
$21.6K - $22.9K
|
14.8K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-325- 5.82% |
$22.6K - $23.9K
|
5.26K
$409K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-339- 1.76% |
$23.6K - $25K
|
18.9K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-350- 25.18% |
$24.3K - $25.8K
|
1.04K
$80.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-350- 5.68% |
$24.3K - $25.8K
|
5.81K
$452K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-354- 12.63% |
$24.6K - $26.1K
|
2.45K
$190K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-397- 1.01% |
$27.6K - $29.2K
|
38.8K
$3.02M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-450- 11.63% |
$31.3K - $33.1K
|
3.42K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-460- 4.89% |
$32K - $33.9K
|
8.94K
$696K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-583- 4.38% |
$40.5K - $42.9K
|
12.7K
$990K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-615- 7.14% |
$42.7K - $45.3K
|
8K
$622K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-624- 13.91% |
$43.4K - $45.9K
|
3.86K
$301K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-657- 17.51% |
$45.7K - $48.4K
|
3.1K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-746- 4.93% |
$51.8K - $54.9K
|
14.4K
$1.12M
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-764- 20.82% |
$53.1K - $56.2K
|
2.91K
$226K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-985- 3.57% |
$68.4K - $72.5K
|
26.6K
$2.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1K- 0.98% |
$69.6K - $73.8K
|
101K
$7.86M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.29K- 0.51% |
$89.3K - $94.6K
|
249K
$19.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 28.02% |
$93.3K - $98.8K
|
3.45K
$268K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.55K- 22.19% |
$108K - $114K
|
5.44K
$423K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.57K- 4.84% |
$109K - $115K
|
30.8K
$2.39M
|
|
|
Jan 14, 2022
Q4 2021
|
Divergent Planning, LLC
|
SELL
|
- |
-1.57K- 17.4% |
$109K - $116K
|
7.46K
$580K
|