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
Feb 09, 2023 Q4 2022
Trilogy Capital Inc.

BUY
 -
494
+ 1.42%
$27.2K - $31K
35.3K $2.74M
Feb 14, 2023 Q4 2022
Nvwm, LLC

BUY
 -
468
+ 75.61%
$25.8K - $29.3K
1.09K $84.6K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
462
+ 8.16%
$25.4K - $29K
6.12K $476K
Jan 10, 2023 Q4 2022
Lbmc Investment Advisors, LLC

BUY
 -
456
+ 0.31%
$25.1K - $28.6K
150K $11.7M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
435
New
$24K - $27.3K
435 $33.8K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
397
New
$21.9K - $24.9K
397 $30.9K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
360
+ 9.59%
$19.8K - $22.6K
4.11K $320K
Feb 10, 2023 Q4 2022
Financial Strategies Group, Inc.

BUY
 -
357
+ 5.2%
$19.7K - $22.4K
7.23K $562K
Feb 13, 2023 Q4 2022
Gould Capital, LLC

BUY
 -
355
+ 6.26%
$19.5K - $22.3K
6.02K $468K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
352
+ 14.45%
$19.4K - $22.1K
2.79K $217K
Dec 26, 2024 Q4 2022
Cypress Capital, LLC

BUY
 -
341
+ 2.73%
$18.8K - $21.4K
12.8K $997K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
331
New
$18.2K - $20.8K
331 $25.7K
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
330
+ 5.32%
$18.2K - $20.7K
6.53K $508K
Jan 17, 2023 Q4 2022
Guardian Financial Partners, LLC

BUY
 -
294
+ 5.42%
$16.2K - $18.4K
5.72K $445K
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
287
New
$15.8K - $18K
287 $22.3K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
284
+ 3.04%
$15.6K - $17.8K
9.62K $748K
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

BUY
 -
270
+ 0.63%
$14.9K - $16.9K
42.9K $3.34M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
250
+ 100.0%
$13.8K - $15.7K
500 $38.9K
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

BUY
 -
226
+ 8.68%
$12.4K - $14.2K
2.83K $220K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
224
New
$12.3K - $14K
224 $17.4K
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
217
+ 5.51%
$12K - $13.6K
4.16K $323K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
204
+ 28.29%
$11.2K - $12.8K
925 $72K
Feb 08, 2023 Q4 2022
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
200
New
$11K - $12.5K
200 $15.6K
Jan 23, 2023 Q4 2022
Clear Creek Financial Management, LLC

BUY
 -
200
+ 2.74%
$11K - $12.5K
7.5K $583K
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
183
+ 3.31%
$10.1K - $11.5K
5.72K $445K
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
183
+ 0.75%
$10.1K - $11.5K
24.5K $1.91M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
173
New
$9.53K - $10.8K
173 $13.5K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
138
New
$7.6K - $8.65K
138 $10.7K
Jan 25, 2023 Q4 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
135
+ 3.06%
$7.43K - $8.46K
4.55K $354K
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
127
New
$6.99K - $7.96K
127 $9.88K
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

BUY
 -
123
+ 0.38%
$6.77K - $7.71K
32.7K $2.55M
Jan 23, 2023 Q4 2022
West Wealth Group, LLC

BUY
 -
116
+ 1.95%
$6.39K - $7.27K
6.07K $472K
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

BUY
 -
116
+ 1.41%
$6.39K - $7.27K
8.36K $650K
Feb 09, 2023 Q4 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
115
New
$6.33K - $7.21K
115 $8.95K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
106
New
$5.84K - $6.65K
106 $8.25K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
106
New
$5.84K - $6.65K
106 $8.25K
Sep 06, 2024 Q4 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
88
+ 1.19%
$4.85K - $5.52K
7.46K $581K
Feb 13, 2023 Q4 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
81
+ 1.34%
$4.46K - $5.08K
6.12K $476K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
80
+ 0.21%
$4.41K - $5.02K
38.9K $3.03M
Jan 17, 2023 Q4 2022
Forte Asset Management LLC

BUY
 -
75
+ 1.03%
$4.13K - $4.7K
7.37K $574K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
72
New
$3.97K - $4.51K
72 $5.6K
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
46
+ 1.8%
$2.53K - $2.88K
2.61K $203K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
43
+ 35.83%
$2.37K - $2.7K
163 $12.7K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
39
+ 390.0%
$2.15K - $2.44K
49 $3.81K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
37
+ 0.54%
$2.04K - $2.32K
6.87K $535K
Feb 28, 2023 Q4 2022
Orin Green Financial, LLC

BUY
 -
34
+ 0.55%
$1.87K - $2.13K
6.27K $488K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
33
+ 1.29%
$1.82K - $2.07K
2.58K $201K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
31
+ 0.86%
$1.71K - $1.94K
3.65K $284K
Feb 03, 2023 Q4 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
30
+ 0.51%
$1.65K - $1.88K
5.88K $458K

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