Purchases and Sales Made in Q1 2023 in Ishares Tr Core Aggressive All (AOA)
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102+ 57.95% |
$6.11K - $6.61K
|
278
$21.6K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
98New |
$5.87K - $6.35K
|
98
$7.62K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
96+ 266.67% |
$5.75K - $6.22K
|
132
$10.3K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
77+ 0.78% |
$4.61K - $4.99K
|
9.94K
$773K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
70+ 1.12% |
$4.19K - $4.54K
|
6.34K
$493K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
69+ 10.83% |
$4.13K - $4.47K
|
706
$54.9K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
62+ 126.53% |
$3.71K - $4.02K
|
111
$8.64K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 193.33% |
$3.47K - $3.76K
|
88
$6.85K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
50+ 0.68% |
$2.99K - $3.24K
|
7.42K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$1.8K - $1.94K
|
30
$2.33K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
16+ 0.16% |
$958 - $1.04K
|
10.1K
$786K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16+ 0.33% |
$958 - $1.04K
|
4.86K
$378K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 9.2% |
$898 - $972
|
178
$13.8K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 9.2% |
$898 - $972
|
178
$13.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
11+ 0.19% |
$659 - $713
|
5.73K
$446K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 2.72% |
$539 - $583
|
340
$26.5K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9+ 0.13% |
$539 - $583
|
6.79K
$528K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8New |
$479 - $518
|
8
$622
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$299 - $324
|
2.61K
$203K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.51% |
$299 - $324
|
985
$76.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.08% |
$120 - $130
|
2.59K
$201K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
2New |
$120 - $130
|
2
$156
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1- 0.07% |
$59.9 - $64.8
|
1.5K
$117K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.22% |
$120 - $130
|
925
$72K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$299 - $324
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.13% |
$539 - $583
|
6.86K
$534K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-25- 0.2% |
$1.5K - $1.62K
|
12.8K
$993K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-28- 0.52% |
$1.68K - $1.81K
|
5.37K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32- 0.3% |
$1.92K - $2.07K
|
10.8K
$837K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-35- 3.16% |
$2.1K - $2.27K
|
1.07K
$83.5K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-38- 21.35% |
$2.28K - $2.46K
|
140
$10.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-98- 0.48% |
$5.87K - $6.35K
|
20.4K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-105- 2.51% |
$6.29K - $6.81K
|
4.08K
$318K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-106Closed |
$6.35K - $6.87K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-107- 1.34% |
$6.41K - $6.93K
|
7.86K
$611K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-125- 0.33% |
$7.48K - $8.1K
|
37.9K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-150- 0.58% |
$8.98K - $9.72K
|
25.6K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-156- 1.32% |
$9.34K - $10.1K
|
11.7K
$910K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-162- 4.71% |
$9.7K - $10.5K
|
3.28K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-166- 1.03% |
$9.94K - $10.8K
|
15.9K
$1.24M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-173- 2.83% |
$10.4K - $11.2K
|
5.95K
$463K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-180- 9.48% |
$10.8K - $11.7K
|
1.72K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-180- 22.17% |
$10.8K - $11.7K
|
632
$49.2K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-185- 4.36% |
$11.1K - $12K
|
4.06K
$316K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-190- 1.88% |
$11.4K - $12.3K
|
9.93K
$772K
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-193- 2.39% |
$11.6K - $12.5K
|
7.89K
$614K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-244- 18.13% |
$14.6K - $15.8K
|
1.1K
$85.7K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-258- 15.66% |
$15.4K - $16.7K
|
1.39K
$108K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-277- 7.58% |
$16.6K - $18K
|
3.38K
$263K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-283- 1.32% |
$16.9K - $18.3K
|
21.2K
$1.65M
|