Purchases and Sales Made in Q4 2023 in Ishares Tr Core Aggressive All (AOA)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.35KNew |
$204K - $232K
|
3.35K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.26KNew |
$199K - $226K
|
3.26K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.21KNew |
$195K - $222K
|
3.21K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.2KNew |
$195K - $221K
|
3.2K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
3.02KNew |
$184K - $209K
|
3.02K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$183K - $209K
|
3.01K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3KNew |
$183K - $208K
|
3K
$233K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.94KNew |
$179K - $204K
|
2.94K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
2.93KNew |
$178K - $203K
|
2.93K
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.92KNew |
$178K - $202K
|
2.92K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.91KNew |
$178K - $202K
|
2.91K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.66K+ 14.76% |
$162K - $184K
|
20.7K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.64K+ 4.82% |
$161K - $183K
|
57.4K
$4.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
2.52K+ 4.61% |
$153K - $174K
|
57K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.36K+ 39.93% |
$144K - $164K
|
8.29K
$644K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.29K+ 8.41% |
$139K - $158K
|
29.5K
$2.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.18K+ 5.42% |
$133K - $151K
|
42.4K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.9K+ 6.69% |
$116K - $132K
|
30.3K
$2.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.88K+ 4.3% |
$114K - $130K
|
45.5K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.84K+ 2.38% |
$112K - $128K
|
79.1K
$6.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.82K+ 1.61% |
$111K - $126K
|
114K
$8.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.61K+ 12.53% |
$98K - $111K
|
14.4K
$1.12M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.61K+ 3.65% |
$97.8K - $111K
|
45.5K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.6KNew |
$97.5K - $111K
|
1.6K
$124K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 28.93% |
$95.7K - $109K
|
7K
$544K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.48KNew |
$90.1K - $102K
|
1.48K
$115K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.46K+ 4.17% |
$89.2K - $101K
|
36.5K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.36K+ 12.73% |
$82.7K - $94K
|
12K
$935K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.36KNew |
$82.7K - $93.9K
|
1.36K
$105K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.35K+ 5.98% |
$82.2K - $93.5K
|
23.9K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.29K+ 2.68% |
$78.3K - $89K
|
49.2K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.22K+ 3.02% |
$74.1K - $84.2K
|
41.5K
$3.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.18K+ 2.72% |
$71.7K - $81.5K
|
44.5K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.16K+ 2.13% |
$71K - $80.6K
|
55.9K
$4.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1.16K+ 36.54% |
$70.9K - $80.6K
|
4.35K
$338K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.16K+ 8.26% |
$70.8K - $80.4K
|
15.2K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.12K+ 6.9% |
$68.3K - $77.6K
|
17.3K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.02K+ 15.69% |
$62.1K - $70.5K
|
7.51K
$584K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.01K+ 3.66% |
$61.8K - $70.2K
|
28.7K
$2.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.01K+ 3.68% |
$61.4K - $69.8K
|
28.3K
$2.2M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
997+ 12.06% |
$60.8K - $69.1K
|
9.27K
$721K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
951+ 40.11% |
$58K - $65.9K
|
3.32K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
894+ 3.3% |
$54.5K - $61.9K
|
28K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
893+ 17.16% |
$54.4K - $61.9K
|
6.1K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
806+ 10.87% |
$49.1K - $55.8K
|
8.22K
$640K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
791+ 1.19% |
$48.2K - $54.8K
|
67.2K
$5.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
698+ 6.23% |
$42.6K - $48.4K
|
11.9K
$926K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
697+ 7.44% |
$42.5K - $48.3K
|
10.1K
$783K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
696+ 7.42% |
$42.4K - $48.2K
|
10.1K
$783K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
691+ 6.6% |
$42.1K - $47.9K
|
11.2K
$868K
|