Purchases and Sales Made in Q4 2022 in Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q4 2022. 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 19, 2023 Q4 2022
Mc Namara Financial Services, Inc.

BUY
 -
3.91K
New
$215K - $245K
3.91K $304K
Jan 19, 2023 Q4 2022
Marion Wealth Management

BUY
 -
3.71K
New
$205K - $233K
3.71K $289K
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
3.48K
New
$192K - $218K
3.48K $271K
Feb 06, 2023 Q4 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
3.46K
New
$190K - $217K
3.46K $269K
Jan 25, 2023 Q4 2022
Halbert Hargrove Global Advisors, LLC

BUY
 -
3.44K
New
$190K - $216K
3.44K $268K
Jan 20, 2023 Q4 2022
Aquire Wealth Advisors, LLC

BUY
 -
3.39K
New
$187K - $213K
3.39K $264K
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3.35K
New
$185K - $210K
3.35K $261K
Jan 25, 2023 Q4 2022
Tarbox Family Office, Inc.

BUY
 -
3.2K
+ 65.34%
$176K - $200K
8.09K $629K
Jan 23, 2023 Q4 2022
Patton Albertson Miller Group, LLC

BUY
 -
3.05K
+ 2.82%
$168K - $191K
111K $8.66M
Jan 31, 2023 Q4 2022
Canal Capital Management, LLC

BUY
 -
2.82K
+ 7.72%
$155K - $177K
39.3K $3.06M
Jan 23, 2023 Q4 2022
Aspiriant, LLC

BUY
 -
2.7K
+ 31.79%
$149K - $169K
11.2K $871K
Jan 31, 2023 Q4 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.62K
+ 13.89%
$144K - $164K
21.4K $1.67M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.59K
New
$143K - $162K
2.59K $202K
Jan 23, 2023 Q4 2022
Buttonwood Financial Group, LLC

BUY
 -
2.53K
+ 13.77%
$139K - $159K
20.9K $1.63M
Jan 30, 2023 Q4 2022
Tpg Financial Advisors, LLC

BUY
 -
2.13K
+ 44.95%
$117K - $134K
6.87K $534K
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2.13K
+ 9.57%
$117K - $133K
24.4K $1.9M
Feb 08, 2023 Q4 2022
Ahrens Investment Partners LLC

BUY
 -
2.09K
+ 5.41%
$115K - $131K
40.8K $3.18M
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
2.02K
+ 34.01%
$111K - $127K
7.96K $620K
Jan 09, 2023 Q4 2022
Brookstone Capital Management

BUY
 -
1.99K
+ 11.6%
$109K - $125K
19.1K $1.49M
Jan 19, 2023 Q4 2022
Polaris Wealth Advisory Group, LLC

BUY
 -
1.78K
+ 7.11%
$98.1K - $112K
26.8K $2.09M
Feb 14, 2023 Q4 2022
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
1.78K
New
$97.9K - $111K
1.78K $138K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.73K
+ 21.64%
$95.5K - $109K
9.75K $758K
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.73K
+ 17.45%
$95.3K - $108K
11.6K $906K
Jan 18, 2023 Q4 2022
Ritholtz Wealth Management

BUY
 -
1.65K
+ 3.99%
$90.9K - $103K
43K $3.35M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
1.63K
+ 11.23%
$89.5K - $102K
16.1K $1.25M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1.44K
New
$79.5K - $90.5K
1.44K $112K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
1.43K
+ 25.1%
$79K - $89.9K
7.15K $556K
Jan 27, 2023 Q4 2022
Annex Advisory Services, LLC

BUY
 -
1.27K
+ 3.06%
$70.2K - $79.9K
42.9K $3.34M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
1.1K
+ 11.29%
$60.3K - $68.6K
10.8K $840K
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.04K
New
$57.1K - $64.9K
1.04K $80.6K
Jan 09, 2023 Q4 2022
Garrett Investment Advisors LLC

BUY
 -
954
+ 21.59%
$52.5K - $59.8K
5.37K $418K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
927
New
$51K - $58.1K
927 $72.1K
Jan 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
920
+ 10.0%
$50.7K - $57.7K
10.1K $787K
Feb 07, 2023 Q4 2022
Capital Insight Partners, LLC

BUY
 -
899
+ 5.85%
$49.5K - $56.4K
16.3K $1.26M
Feb 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
869
New
$47.9K - $54.5K
869 $67.6K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
855
New
$47.1K - $53.6K
855 $66.5K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
832
+ 33.56%
$45.8K - $52.2K
3.31K $258K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
804
New
$44.3K - $50.4K
804 $62.5K
Feb 10, 2023 Q4 2022
Wealthquest Corp

Cincinnati, OH
BUY
 -
794
+ 6.27%
$43.7K - $49.8K
13.5K $1.05M
Feb 14, 2023 Q4 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
786
+ 7.59%
$43.3K - $49.3K
11.1K $867K
Jan 17, 2023 Q4 2022
Diversified Trust CO

BUY
 -
774
+ 7.91%
$42.6K - $48.5K
10.6K $822K
Sep 11, 2024 Q4 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
658
+ 5.41%
$36.2K - $41.3K
12.8K $997K
Feb 15, 2023 Q4 2022
Sentinus, LLC

Oak Brook, IL
BUY
 -
651
+ 10.62%
$35.9K - $40.8K
6.78K $528K
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
637
New
$35.1K - $39.9K
637 $49.6K
Feb 10, 2023 Q4 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
631
+ 2.14%
$34.7K - $39.6K
30.2K $2.35M
Feb 14, 2023 Q4 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
626
+ 9.19%
$34.5K - $39.2K
7.44K $578K
Feb 07, 2023 Q4 2022
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
515
+ 5.72%
$28.4K - $32.3K
9.51K $740K
Feb 13, 2023 Q4 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
514
+ 3.81%
$28.3K - $32.2K
14K $1.09M
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
495
+ 6.25%
$27.3K - $31K
8.42K $655K

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