Purchases and Sales Made in Q4 2022 in Ishares Tr Core Aggressive All (AOA)
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 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
29+ 0.35% |
$1.6K - $1.82K
|
8.35K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27New |
$1.49K - $1.69K
|
27
$2.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
25+ 0.32% |
$1.38K - $1.57K
|
7.72K
$601K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23+ 0.3% |
$1.27K - $1.44K
|
7.58K
$589K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 13.55% |
$1.16K - $1.32K
|
176
$13.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
19+ 0.26% |
$1.05K - $1.19K
|
7.32K
$570K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
17+ 0.38% |
$936 - $1.07K
|
4.54K
$353K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
17+ 2.24% |
$936 - $1.07K
|
777
$60.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
15+ 0.37% |
$826 - $940
|
4.11K
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.63% |
$551 - $627
|
1.6K
$124K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9+ 0.34% |
$496 - $564
|
2.66K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 0.27% |
$496 - $564
|
3.31K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8+ 0.88% |
$441 - $502
|
913
$71K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$275 - $313
|
5
$389
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.8% |
$165 - $188
|
378
$29.4K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.97% |
$110 - $125
|
209
$16.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.87% |
$55.1 - $62.7
|
116
$9.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.73% |
$55.1 - $62.7
|
138
$10.7K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$55.1 - $62.7
|
1
$77.8
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1+ 0.07% |
$55.1 - $62.7
|
1.5K
$117K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.68% |
$55.1 - $62.7
|
147
$11.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.84% |
$55.1 - $62.7
|
120
$9.33K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1- 0.02% |
$55.1 - $62.7
|
4.5K
$350K
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-14- 0.21% |
$771 - $878
|
6.71K
$522K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-15- 8.43% |
$826 - $940
|
163
$12.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-17- 1.78% |
$936 - $1.07K
|
937
$72.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.12% |
$1.1K - $1.25K
|
16.2K
$1.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-26- 0.64% |
$1.43K - $1.63K
|
4.05K
$315K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-29- 0.34% |
$1.6K - $1.82K
|
8.6K
$669K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33- 7.07% |
$1.82K - $2.07K
|
434
$33.8K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-44- 0.26% |
$2.42K - $2.76K
|
16.9K
$1.32M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-45- 0.83% |
$2.48K - $2.82K
|
5.4K
$420K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-62- 0.43% |
$3.41K - $3.89K
|
14.4K
$1.12M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-90- 33.58% |
$4.96K - $5.64K
|
178
$13.8K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-93- 0.96% |
$5.12K - $5.83K
|
9.62K
$748K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-96- 7.0% |
$5.29K - $6.02K
|
1.28K
$99.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-98- 0.96% |
$5.4K - $6.14K
|
10.1K
$784K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-117- 6.63% |
$6.44K - $7.33K
|
1.65K
$128K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-121- 10.99% |
$6.66K - $7.59K
|
980
$76.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-125- 6.18% |
$6.88K - $7.84K
|
1.9K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-136- 2.88% |
$7.49K - $8.53K
|
4.58K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-161- 1.32% |
$8.87K - $10.1K
|
12K
$933K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-184- 12.03% |
$10.1K - $11.5K
|
1.35K
$105K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-186- 1.33% |
$10.2K - $11.7K
|
13.8K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-192- 1.59% |
$10.6K - $12K
|
11.9K
$922K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-196- 0.23% |
$10.8K - $12.3K
|
84.8K
$6.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-246- 3.58% |
$13.5K - $15.4K
|
6.63K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-248- 2.92% |
$13.7K - $15.5K
|
8.25K
$642K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-326- 6.25% |
$18K - $20.4K
|
4.89K
$380K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-345- 3.05% |
$19K - $21.6K
|
10.9K
$852K
|