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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
96+ 2.03% |
$5.85K - $6.65K
|
4.82K
$375K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
95+ 3.59% |
$5.79K - $6.58K
|
2.74K
$213K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
85+ 0.96% |
$5.18K - $5.89K
|
8.97K
$698K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
80+ 0.59% |
$4.88K - $5.54K
|
13.6K
$1.06M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
74New |
$4.51K - $5.13K
|
74
$5.76K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
74+ 0.56% |
$4.51K - $5.13K
|
13.4K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
68+ 1.94% |
$4.15K - $4.71K
|
3.57K
$278K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
54+ 0.87% |
$3.29K - $3.74K
|
6.29K
$490K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
53+ 0.9% |
$3.23K - $3.67K
|
5.95K
$463K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44New |
$2.68K - $3.05K
|
44
$3.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
44New |
$2.68K - $3.05K
|
44
$3.42K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
43+ 0.29% |
$2.62K - $2.98K
|
14.9K
$1.16M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36+ 1.25% |
$2.19K - $2.49K
|
2.91K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 23.57% |
$2.01K - $2.29K
|
173
$13.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 1.26% |
$2.01K - $2.29K
|
2.66K
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
32+ 0.3% |
$1.95K - $2.22K
|
10.7K
$830K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
29+ 0.66% |
$1.77K - $2.01K
|
4.41K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
29New |
$1.77K - $2.01K
|
29
$2.26K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23+ 0.43% |
$1.4K - $1.59K
|
5.36K
$417K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
20+ 0.24% |
$1.22K - $1.39K
|
8.22K
$639K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
19+ 1.92% |
$1.16K - $1.32K
|
1.01K
$78.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
15+ 0.18% |
$914 - $1.04K
|
8.56K
$666K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
15+ 0.37% |
$914 - $1.04K
|
4.05K
$315K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12+ 0.33% |
$732 - $831
|
3.66K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.75% |
$732 - $831
|
1.62K
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
12+ 0.35% |
$732 - $831
|
3.44K
$268K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.86% |
$488 - $554
|
942
$73.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.86% |
$488 - $554
|
942
$73.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.33% |
$305 - $346
|
380
$29.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4+ 0.7% |
$244 - $277
|
572
$44.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.84% |
$183 - $208
|
359
$27.9K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.42% |
$183 - $208
|
214
$16.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.21% |
$183 - $208
|
1.44K
$112K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 1.71% |
$122 - $139
|
119
$9.26K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 1.67% |
$61 - $69.3
|
61
$4.75K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-4- 0.12% |
$244 - $277
|
3.23K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-12- 0.24% |
$732 - $831
|
5.02K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-13- 1.61% |
$792 - $901
|
792
$61.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-14- 0.35% |
$853 - $970
|
3.99K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-15- 0.3% |
$914 - $1.04K
|
4.97K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24- 0.34% |
$1.46K - $1.66K
|
7.02K
$546K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-33- 0.98% |
$2.01K - $2.29K
|
3.32K
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-49- 0.76% |
$2.99K - $3.39K
|
6.38K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-63- 0.41% |
$3.84K - $4.36K
|
15.3K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-71- 1.67% |
$4.33K - $4.92K
|
4.18K
$325K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-93- 1.76% |
$5.67K - $6.44K
|
5.18K
$403K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-107- 3.37% |
$6.52K - $7.41K
|
3.07K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-121- 1.66% |
$7.38K - $8.38K
|
7.19K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-122- 1.89% |
$7.44K - $8.45K
|
6.34K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-124- 6.03% |
$7.56K - $8.59K
|
1.93K
$150K
|