Purchases and Sales Made in Q1 2022 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 Q1 2022. 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
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-30
- 3.81%
$1.95K - $2.19K
758 $59.6K
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-32
Closed
$2.08K - $2.34K
0 $0
May 03, 2022 Q1 2022
Archvest Wealth Advisors, Inc.

SELL
 -
-38
- 0.12%
$2.47K - $2.78K
31K $2.44M
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

SELL
 -
-39
- 58.21%
$2.54K - $2.85K
28 $2.2K
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
SELL
 -
-65
- 71.43%
$4.23K - $4.75K
26 $2.04K
Apr 29, 2022 Q1 2022
Atwood & Palmer Inc

SELL
 -
-66
Closed
$4.29K - $4.83K
0 $0
Apr 26, 2022 Q1 2022
Mezzasalma Advisors, LLC

SELL
 -
-68
- 1.22%
$4.42K - $4.97K
5.52K $434K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

SELL
 -
-76
- 0.48%
$4.94K - $5.56K
15.9K $1.25M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-81
- 1.11%
$5.27K - $5.93K
7.21K $567K
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-117
- 0.42%
$7.61K - $8.56K
28K $2.2M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-140
- 8.14%
$9.1K - $10.2K
1.58K $124K
Apr 26, 2022 Q1 2022
Means Investment Co., Inc.

SELL
 -
-146
- 1.63%
$9.49K - $10.7K
8.8K $692K
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-159
- 2.47%
$10.3K - $11.6K
6.27K $493K
May 12, 2022 Q1 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-183
- 9.25%
$11.9K - $13.4K
1.8K $141K
Apr 25, 2022 Q1 2022
Tarbox Family Office, Inc.

SELL
 -
-191
- 3.75%
$12.4K - $14K
4.91K $386K
Nov 13, 2023 Q1 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-214
Closed
$13.9K - $15.7K
0 $0
May 02, 2022 Q1 2022
Greystone Financial Group, LLC

SELL
 -
-219
- 1.16%
$14.2K - $16K
18.7K $1.47M
May 17, 2022 Q1 2022
Lake Point Wealth Management

SELL
 -
-220
- 61.97%
$14.3K - $16.1K
135 $10.6K
Apr 19, 2022 Q1 2022
Polaris Wealth Advisory Group, LLC

SELL
 -
-272
- 1.2%
$17.7K - $19.9K
22.4K $1.76M
Apr 06, 2022 Q1 2022
Vigilare Wealth Management

SELL
 -
-306
- 8.95%
$19.9K - $22.4K
3.11K $245K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-348
- 9.01%
$22.6K - $25.5K
3.52K $276K
May 11, 2022 Q1 2022
Cassia Capital Partners, LLC

Winston Salem, NC
SELL
 -
-354
- 3.6%
$23K - $25.9K
9.47K $745K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-369
- 3.39%
$24K - $27K
10.5K $827K
May 02, 2022 Q1 2022
5th Street Advisors, LLC

SELL
 -
-386
- 3.5%
$25.1K - $28.2K
10.6K $836K
Apr 29, 2022 Q1 2022
Sightline Wealth Advisors, LLC

SELL
 -
-457
- 13.25%
$29.7K - $33.4K
2.99K $235K
Sep 01, 2023 Q1 2022
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-491
- 3.06%
$31.9K - $35.9K
15.5K $1.22M
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-515
- 13.5%
$33.5K - $37.7K
3.3K $260K
Apr 14, 2022 Q1 2022
Divergent Planning, LLC

SELL
 -
-519
- 6.96%
$33.7K - $38K
6.94K $546K
Apr 29, 2022 Q1 2022
Northwest Wealth Management, LLC

SELL
 -
-529
- 0.6%
$34.4K - $38.7K
87.1K $6.85M
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-532
- 10.7%
$34.6K - $38.9K
4.44K $349K
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-553
Closed
$35.9K - $40.5K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-560
Closed
$36.4K - $41K
0 $0
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-600
Closed
$39K - $43.9K
0 $0
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

SELL
 -
-653
- 3.06%
$42.4K - $47.8K
20.7K $1.63M
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-728
- 96.04%
$47.3K - $53.3K
30 $2.36K
May 09, 2022 Q1 2022
Cx Institutional

SELL
 -
-779
- 3.42%
$50.6K - $57K
22K $1.73M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

SELL
 -
-888
- 12.06%
$57.7K - $65K
6.48K $509K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-890
- 91.66%
$57.9K - $65.1K
81 $6.37K
Apr 25, 2022 Q1 2022
Marino, Stram & Associates LLC

SELL
 -
-893
- 2.3%
$58K - $65.3K
37.9K $2.98M
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

SELL
 -
-903
- 22.19%
$58.7K - $66.1K
3.17K $249K
May 02, 2022 Q1 2022
Patton Albertson Miller Group, LLC

SELL
 -
-962
- 0.85%
$62.5K - $70.4K
112K $8.83M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

SELL
 -
-964
- 11.35%
$62.7K - $70.5K
7.53K $592K
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.28K
- 21.96%
$83K - $93.4K
4.54K $357K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-1.49K
Closed
$97K - $109K
0 $0
May 09, 2022 Q1 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
SELL
 -
-1.57K
- 25.24%
$102K - $115K
4.66K $366K
Apr 12, 2022 Q1 2022
Brookstone Capital Management

SELL
 -
-1.73K
- 9.75%
$113K - $127K
16K $1.26M
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-2.04K
Closed
$132K - $149K
0 $0
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-2.28K
- 40.32%
$148K - $167K
3.38K $266K
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-2.48K
- 26.29%
$161K - $181K
6.94K $546K

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