Purchases and Sales Made in Q4 2024 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q4 2024. 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 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.09KNew |
$313K - $326K
|
4.09K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
4.08KNew |
$313K - $326K
|
4.08K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
3.56KNew |
$273K - $285K
|
3.56K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
3.43KNew |
$263K - $274K
|
3.43K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.27KNew |
$250K - $261K
|
3.27K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.07KNew |
$235K - $245K
|
3.07K
$238K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.98KNew |
$229K - $238K
|
2.98K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.97K+ 4.97% |
$227K - $237K
|
62.6K
$4.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.9KNew |
$222K - $232K
|
2.9K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.86KNew |
$219K - $229K
|
2.86K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.83KNew |
$217K - $226K
|
2.83K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.78KNew |
$213K - $222K
|
2.78K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.76KNew |
$211K - $220K
|
2.76K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.69KNew |
$206K - $215K
|
2.69K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.61K+ 52.31% |
$200K - $209K
|
7.61K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.48K+ 65.86% |
$190K - $198K
|
6.23K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 8.52% |
$178K - $186K
|
29.6K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.3K+ 41.99% |
$176K - $183K
|
7.77K
$603K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.24K+ 5.81% |
$172K - $179K
|
40.8K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.21K+ 3.42% |
$169K - $177K
|
66.9K
$5.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.13K+ 237.5% |
$163K - $170K
|
3.02K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05K+ 81.86% |
$157K - $164K
|
4.55K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.05K+ 43.07% |
$157K - $164K
|
6.8K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.02K+ 7.85% |
$154K - $161K
|
27.7K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2K+ 39.48% |
$153K - $160K
|
7.08K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.97K+ 9.71% |
$151K - $157K
|
22.2K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.94K+ 6.87% |
$149K - $155K
|
30.2K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.91% |
$128K - $134K
|
59.2K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.59K+ 11.92% |
$122K - $127K
|
14.9K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 18.39% |
$120K - $125K
|
10.1K
$784K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.49K+ 36.27% |
$114K - $119K
|
5.58K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.47K+ 5.99% |
$112K - $117K
|
26K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.38K+ 6.16% |
$105K - $110K
|
23.7K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.34K+ 28.61% |
$103K - $107K
|
6.02K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.31K+ 11.6% |
$100K - $105K
|
12.6K
$978K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.28K+ 18.22% |
$98.1K - $102K
|
8.3K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 2.1% |
$97.6K - $102K
|
61.8K
$4.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 34.8% |
$89.8K - $93.6K
|
4.54K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 8.9% |
$81.1K - $84.6K
|
13K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
998+ 4.0% |
$76.5K - $79.7K
|
25.9K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
992+ 6.09% |
$76K - $79.2K
|
17.3K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
977+ 0.62% |
$74.8K - $78K
|
160K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
944+ 20.23% |
$72.3K - $75.4K
|
5.61K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
902+ 26.93% |
$69.1K - $72.1K
|
4.25K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
879New |
$67.3K - $70.2K
|
879
$68.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
860+ 11.55% |
$65.9K - $68.7K
|
8.3K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
859New |
$65.8K - $68.6K
|
859
$66.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
854+ 3.1% |
$65.4K - $68.2K
|
28.4K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725New |
$55.5K - $57.9K
|
725
$56.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
716+ 10.1% |
$54.9K - $57.2K
|
7.81K
$606K
|