Purchases and Sales Made in Q4 2023 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 2023. 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 12, 2024 Q4 2023
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
2.16M
New
$132M - $150M
2.16M $168M
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.05M
+ 786.51%
$63.7M - $72.4M
1.18M $91.7M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
346K
+ 1290.93%
$21.1M - $24M
373K $29M
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
173K
+ 784.38%
$10.5M - $12M
195K $15.1M
Feb 13, 2024 Q4 2023
Mesirow Financial Investment Management, Inc.

BUY
 -
159K
New
$9.71M - $11M
159K $12.4M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
68.6K
+ 79.7%
$4.18M - $4.75M
155K $12M
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
64.2K
+ 69.82%
$3.91M - $4.45M
156K $12.1M
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
60K
+ 62.37%
$3.65M - $4.15M
156K $12.1M
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

BUY
 -
51.1K
New
$3.12M - $3.54M
51.1K $3.98M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
41.3K
+ 506.26%
$2.52M - $2.86M
49.5K $3.85M
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
32.7K
+ 103.76%
$1.99M - $2.26M
64.1K $4.99M
Jan 31, 2024 Q4 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
30.6K
+ 200.01%
$1.87M - $2.12M
45.9K $3.57M
Feb 13, 2024 Q4 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
28.7K
New
$1.75M - $1.99M
28.7K $2.23M
Feb 01, 2024 Q4 2023
Adviser Investments LLC

BUY
 -
22.9K
+ 453.89%
$1.39M - $1.58M
27.9K $2.17M
Feb 02, 2024 Q4 2023
O Donnell Financial Services, LLC

BUY
 -
21.1K
New
$1.29M - $1.46M
21.1K $1.64M
Feb 21, 2024 Q4 2023
Wealth Forward, LLC

Fargo, ND
BUY
 -
18.3K
New
$1.11M - $1.27M
18.3K $1.42M
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
16.8K
New
$1.02M - $1.16M
16.8K $1.3M
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
14.4K
+ 61.19%
$878K - $998K
37.9K $2.95M
Feb 13, 2024 Q4 2023
Prosperity Consulting Group, LLC

BUY
 -
14.4K
New
$876K - $995K
14.4K $1.12M
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
13.7K
+ 8926.8%
$833K - $946K
13.8K $1.07M
Apr 08, 2024 Q4 2023
Mainsail Asset Management, LLC

Birmingham, AL
BUY
 -
11.1K
New
$679K - $772K
11.1K $867K
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
11.1K
+ 4.77%
$676K - $768K
243K $18.9M
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
7.49K
+ 300.36%
$456K - $519K
9.98K $777K
Feb 13, 2024 Q4 2023
Maia Wealth LLC

Denver, CO
BUY
 -
7.45K
New
$454K - $516K
7.45K $579K
Jan 09, 2024 Q4 2023
Fidato Wealth LLC

BUY
 -
7.3K
New
$445K - $505K
7.3K $568K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
6.96K
+ 117.44%
$424K - $482K
12.9K $1M
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6.93K
+ 50.17%
$423K - $480K
20.7K $1.61M
Feb 14, 2024 Q4 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.7K
New
$408K - $464K
6.7K $521K
Apr 09, 2024 Q4 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
6.45K
New
$393K - $447K
6.45K $502K
Jan 23, 2024 Q4 2023
Arcus Capital Partners, LLC

BUY
 -
6.26K
+ 39.38%
$381K - $433K
22.1K $1.72M
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.6K
+ 42.32%
$341K - $388K
18.8K $1.47M
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
5.49K
+ 7.42%
$335K - $380K
79.5K $6.18M
Mar 08, 2024 Q4 2023
Swp Financial LLC

San Diego, CA
BUY
 -
5.33K
New
$325K - $369K
5.33K $414K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
5.27K
New
$321K - $365K
5.27K $410K
Feb 07, 2024 Q4 2023
Janney Capital Management LLC

BUY
 -
4.4K
New
$268K - $305K
4.4K $343K
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.34K
+ 3.2%
$265K - $301K
140K $10.9M
Jan 10, 2024 Q4 2023
Marcum Wealth, LLC

BUY
 -
4.31K
New
$263K - $298K
4.31K $335K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.14K
+ 43.34%
$252K - $286K
13.7K $1.06M
Feb 08, 2024 Q4 2023
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
4.13K
New
$252K - $286K
4.13K $321K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
4.07K
+ 144.16%
$248K - $282K
6.9K $536K
Jan 30, 2024 Q4 2023
True Private Wealth Advisors

BUY
 -
4.06K
+ 36.13%
$248K - $281K
15.3K $1.19M
Feb 16, 2024 Q4 2023
Secured Retirement Advisors, LLC

St Louis Park, MN
BUY
 -
3.95K
New
$241K - $274K
3.95K $308K
Mar 20, 2024 Q4 2023
Family Wealth Partners, LLC

Matthews, NC
BUY
 -
3.92K
New
$239K - $272K
3.92K $305K
Jan 11, 2024 Q4 2023
Brookstone Capital Management

BUY
 -
3.83K
+ 16.3%
$234K - $265K
27.3K $2.13M
Feb 06, 2024 Q4 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
3.81K
New
$232K - $264K
3.81K $296K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.77K
New
$230K - $261K
3.77K $294K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
3.58K
New
$218K - $248K
3.58K $278K
Jan 29, 2024 Q4 2023
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
3.57K
New
$218K - $247K
3.57K $278K
Feb 14, 2024 Q4 2023
Zacks Investment Management

Chicago, IL
BUY
 -
3.35K
New
$204K - $232K
3.35K $261K

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