Purchases and Sales Made in Q2 2022 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.11K+ 0.99% |
$65.1K - $77.1K
|
113K
$8.92M
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
1.09K+ 49.82% |
$64K - $75.8K
|
3.28K
$258K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04K+ 3.7% |
$61.2K - $72.4K
|
29.2K
$2.3M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$60.5K - $71.6K
|
1.03K
$81K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
985+ 6.74% |
$57.8K - $68.5K
|
15.6K
$1.23M
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
980+ 4.34% |
$57.5K - $68.1K
|
23.5K
$1.85M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
958+ 24.39% |
$56.2K - $66.6K
|
4.89K
$384K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
908+ 60.29% |
$53.3K - $63.1K
|
2.41K
$190K
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
856+ 9.84% |
$50.2K - $59.5K
|
9.56K
$752K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
844+ 11.55% |
$49.5K - $58.7K
|
8.15K
$641K
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
829+ 5.8% |
$48.7K - $57.6K
|
15.1K
$1.19M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
723+ 6.89% |
$42.4K - $50.3K
|
11.2K
$882K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
720+ 17.91% |
$42.3K - $50.1K
|
4.74K
$373K
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
660+ 4.25% |
$38.7K - $45.9K
|
16.2K
$1.27M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
626+ 4.68% |
$36.7K - $43.5K
|
14K
$1.1M
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
578+ 14.14% |
$33.9K - $40.2K
|
4.67K
$367K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
536+ 16.31% |
$31.5K - $37.3K
|
3.82K
$301K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
533+ 2.1% |
$31.3K - $37.1K
|
25.9K
$2.04M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
517+ 7.45% |
$30.3K - $35.9K
|
7.46K
$587K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
499+ 8.28% |
$29.3K - $34.7K
|
6.53K
$513K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
480+ 3.39% |
$28.2K - $33.4K
|
14.6K
$1.15M
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
480+ 1.55% |
$28.2K - $33.4K
|
31.5K
$2.47M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
472+ 7.92% |
$27.7K - $32.8K
|
6.43K
$506K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
464+ 9.36% |
$27.2K - $32.3K
|
5.42K
$426K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
452+ 4.85% |
$26.5K - $31.4K
|
9.77K
$769K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
450+ 2.05% |
$26.4K - $31.3K
|
22.4K
$1.76M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
442+ 1.64% |
$25.9K - $30.7K
|
27.4K
$2.16M
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
386+ 7.25% |
$22.7K - $26.8K
|
5.71K
$449K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
324+ 2.14% |
$19K - $22.5K
|
15.5K
$1.22M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
324+ 2.02% |
$19K - $22.5K
|
16.4K
$1.29M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300New |
$17.6K - $20.9K
|
300
$23.6K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
281+ 3.23% |
$16.5K - $19.5K
|
8.97K
$706K
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
273+ 4.31% |
$16K - $19K
|
6.61K
$520K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
262+ 1.54% |
$15.4K - $18.2K
|
17.3K
$1.36M
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
239+ 7.38% |
$14K - $16.6K
|
3.48K
$274K
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
220+ 5.96% |
$12.9K - $15.3K
|
3.91K
$308K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
216+ 5.9% |
$12.7K - $15K
|
3.87K
$305K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
211+ 18.76% |
$12.4K - $14.7K
|
1.34K
$105K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
204New |
$12K - $14.2K
|
204
$16K
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
185+ 2.1% |
$10.9K - $12.9K
|
9K
$708K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
185+ 1.78% |
$10.9K - $12.9K
|
10.6K
$832K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
185+ 2.81% |
$10.9K - $12.9K
|
6.77K
$533K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
179+ 9.14% |
$10.5K - $12.4K
|
2.14K
$168K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
175+ 42.58% |
$10.3K - $12.2K
|
586
$46.1K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
163New |
$9.57K - $11.3K
|
163
$12.8K
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
161+ 2.26% |
$9.45K - $11.2K
|
7.29K
$574K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
159+ 59.33% |
$9.33K - $11.1K
|
427
$33.6K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
153+ 4.13% |
$8.98K - $10.6K
|
3.86K
$303K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
144+ 5.83% |
$8.45K - $10K
|
2.61K
$206K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
139+ 3.28% |
$8.16K - $9.66K
|
4.37K
$344K
|