Purchases and Sales Made in Q1 2023 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 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
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
137K
+ 279.77%
$8.18M - $8.85M
185K $14.4M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
26.3K
+ 42.47%
$1.58M - $1.71M
88.3K $6.87M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
24.6K
+ 244.59%
$1.47M - $1.59M
34.6K $2.69M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
16K
+ 117.9%
$960K - $1.04M
29.6K $2.31M
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
15.1K
+ 10934.06%
$903K - $978K
15.2K $1.18M
Apr 18, 2023 Q1 2023
Ellenbecker Investment Group

BUY
 -
13.9K
+ 45.55%
$832K - $901K
44.4K $3.45M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
11.2K
+ 16.96%
$671K - $727K
77.3K $6.02M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.2K
+ 8.13%
$614K - $664K
136K $10.6M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.46K
+ 255.6%
$507K - $548K
11.8K $916K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
7.3K
+ 217.78%
$437K - $473K
10.7K $829K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
7.1K
+ 42.22%
$425K - $460K
23.9K $1.86M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.24K
+ 1.55%
$373K - $404K
408K $31.7M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
6.16K
+ 1.93%
$369K - $399K
325K $25.3M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
5.99K
+ 111.5%
$359K - $388K
11.4K $884K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.91K
+ 25.33%
$354K - $383K
29.2K $2.27M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
5.21K
New
$312K - $338K
5.21K $405K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
4.99K
+ 8177.05%
$299K - $323K
5.05K $393K
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
4.25K
+ 12.06%
$255K - $276K
39.5K $3.07M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
3.97K
+ 21.13%
$238K - $258K
22.8K $1.77M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
3.83K
New
$229K - $248K
3.83K $298K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.8K
+ 12.2%
$228K - $246K
35K $2.72M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.76K
New
$225K - $243K
3.76K $292K
Apr 12, 2023 Q1 2023
One Advisory Partners, LLC

BUY
 -
3.63K
New
$217K - $235K
3.63K $282K
Apr 24, 2023 Q1 2023
Strid Group, LLC

BUY
 -
3.43K
New
$205K - $222K
3.43K $267K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
3.32K
New
$199K - $215K
3.32K $259K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
3.31K
+ 11.58%
$198K - $215K
31.9K $2.48M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.3K
New
$197K - $214K
3.3K $257K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
3.23K
+ 15.08%
$193K - $209K
24.6K $1.92M
Apr 20, 2023 Q1 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
3.2K
+ 5.06%
$192K - $208K
66.6K $5.18M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
3.19K
New
$191K - $207K
3.19K $248K
Dec 10, 2024 Q1 2023
Cypress Capital, LLC

BUY
 -
3.17K
+ 36.05%
$190K - $206K
12K $931K
Apr 12, 2023 Q1 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
2.94K
+ 11.98%
$176K - $190K
27.4K $2.13M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.78K
+ 19.26%
$166K - $180K
17.2K $1.34M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
2.23K
New
$134K - $145K
2.23K $174K
Apr 13, 2023 Q1 2023
Consilium Wealth Advisory, LLC

BUY
 -
2.17K
+ 4.55%
$130K - $141K
49.8K $3.88M
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
2.01K
+ 26.83%
$120K - $130K
9.51K $740K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
1.92K
+ 28.91%
$115K - $124K
8.54K $665K
Apr 18, 2023 Q1 2023
Rtd Financial Advisors, Inc.

BUY
 -
1.87K
+ 13.12%
$112K - $121K
16.1K $1.26M
May 02, 2023 Q1 2023
Bcgm Wealth Management, LLC

BUY
 -
1.8K
+ 38.87%
$107K - $116K
6.41K $499K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.74K
+ 6.56%
$104K - $113K
28.3K $2.2M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.62K
New
$96.9K - $105K
1.62K $126K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.55K
New
$92.5K - $100K
1.55K $120K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
1.52K
+ 7.95%
$90.9K - $98.4K
20.6K $1.61M
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
1.5K
+ 3.48%
$89.7K - $97.1K
44.5K $3.47M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
1.47K
+ 3.76%
$87.7K - $94.9K
40.4K $3.14M
Apr 12, 2024 Q1 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
1.42K
+ 35.14%
$85.2K - $92.2K
5.47K $426K
Apr 28, 2023 Q1 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
1.34K
+ 4.44%
$80.1K - $86.7K
31.5K $2.45M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
1.28K
+ 48.64%
$76.8K - $83.2K
3.92K $305K
Apr 24, 2023 Q1 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
1.18K
+ 8.39%
$70.4K - $76.2K
15.2K $1.18M

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