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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
10+ 1.06% |
$766 - $799
|
957
$75.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 3.17% |
$536 - $559
|
228
$18K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
7+ 0.96% |
$536 - $559
|
738
$58.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
7+ 0.22% |
$536 - $559
|
3.24K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.0% |
$153 - $160
|
2.19M
$173M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.06% |
$76.6 - $79.9
|
95
$7.51K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.27% |
$76.6 - $79.9
|
45
$3.56K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$76.6 - $79.9
|
33.8K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.02% |
$153 - $160
|
10.1K
$797K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.06% |
$230 - $240
|
5.28K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4- 1.48% |
$306 - $320
|
267
$21.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7- 0.07% |
$536 - $559
|
9.49K
$750K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-17- 0.03% |
$1.3K - $1.36K
|
59K
$4.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.6% |
$1.3K - $1.36K
|
2.79K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-22- 2.46% |
$1.69K - $1.76K
|
871
$68.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27- 0.67% |
$2.07K - $2.16K
|
4.01K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-34- 0.49% |
$2.6K - $2.72K
|
6.9K
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-54- 0.31% |
$4.14K - $4.31K
|
17.2K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 0.92% |
$4.6K - $4.79K
|
6.45K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-76- 8.95% |
$5.82K - $6.07K
|
773
$61.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-80- 0.24% |
$6.13K - $6.39K
|
33.2K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-83- 1.75% |
$6.36K - $6.63K
|
4.65K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-84- 2.16% |
$6.44K - $6.71K
|
3.81K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-98- 0.36% |
$7.51K - $7.83K
|
26.9K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-109- 1.25% |
$8.35K - $8.71K
|
8.6K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-112- 1.24% |
$8.58K - $8.95K
|
8.91K
$704K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-120- 4.05% |
$9.19K - $9.59K
|
2.84K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-135- 2.66% |
$10.3K - $10.8K
|
4.94K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-144- 0.93% |
$11K - $11.5K
|
15.4K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-157- 1.35% |
$12K - $12.5K
|
11.4K
$904K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-187- 10.68% |
$14.3K - $14.9K
|
1.56K
$124K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-202- 1.01% |
$15.5K - $16.1K
|
19.7K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-208- 6.15% |
$15.9K - $16.6K
|
3.18K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-210- 6.87% |
$16.1K - $16.8K
|
2.85K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-220- 1.64% |
$16.9K - $17.6K
|
13.2K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-255- 0.58% |
$19.5K - $20.4K
|
43.9K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-264- 0.89% |
$20.2K - $21.1K
|
29.4K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-278- 1.25% |
$21.3K - $22.2K
|
22K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-343- 11.18% |
$26.3K - $27.4K
|
2.73K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-367- 6.42% |
$28.1K - $29.3K
|
5.35K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-390- 9.59% |
$29.9K - $31.2K
|
3.68K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-393- 6.09% |
$30.1K - $31.4K
|
6.06K
$479K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-394- 12.81% |
$30.2K - $31.5K
|
2.68K
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-403- 7.93% |
$30.9K - $32.2K
|
4.68K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-442- 2.07% |
$33.9K - $35.3K
|
20.9K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-469- 9.96% |
$35.9K - $37.5K
|
4.24K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-509- 5.6% |
$39K - $40.7K
|
8.59K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-534- 2.35% |
$40.9K - $42.7K
|
22.2K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-581- 4.72% |
$44.5K - $46.4K
|
11.7K
$927K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-611- 4.68% |
$46.8K - $48.8K
|
12.4K
$983K
|