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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.9KClosed |
$170K - $202K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.9K- 7.66% |
$170K - $202K
|
35K
$2.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.92K- 10.74% |
$172K - $203K
|
24.3K
$1.92M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$173K - $205K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.99KClosed |
$176K - $208K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.99KClosed |
$176K - $208K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3KClosed |
$176K - $209K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-3.05KClosed |
$179K - $212K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.1KClosed |
$182K - $215K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-3.11KClosed |
$183K - $216K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.13KClosed |
$183K - $217K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.17KClosed |
$186K - $220K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-3.19KClosed |
$187K - $221K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 32.12% |
$194K - $229K
|
6.97K
$551K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.3KClosed |
$194K - $229K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.38KClosed |
$198K - $235K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.38KClosed |
$198K - $235K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.52KClosed |
$206K - $244K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
SELL
|
- |
-3.7KClosed |
$217K - $257K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.73K- 6.35% |
$219K - $259K
|
55K
$4.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.54KClosed |
$266K - $315K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.63K- 21.14% |
$272K - $322K
|
17.3K
$1.36M
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-5.28KClosed |
$310K - $367K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.44K- 40.59% |
$378K - $448K
|
9.43K
$745K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.48KClosed |
$380K - $450K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.7K- 34.23% |
$393K - $466K
|
12.9K
$1.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-6.73K- 32.48% |
$395K - $468K
|
14K
$1.1M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-6.81K- 56.15% |
$400K - $473K
|
5.32K
$420K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-7.2KClosed |
$423K - $501K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-7.39K- 57.64% |
$434K - $514K
|
5.43K
$429K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.36K- 42.58% |
$549K - $651K
|
12.6K
$997K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.6KClosed |
$563K - $667K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-10.3K- 49.2% |
$606K - $718K
|
10.7K
$843K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.6KClosed |
$620K - $734K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$640K - $758K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 37.6% |
$916K - $1.08M
|
25.9K
$2.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.6K- 6.24% |
$1.38M - $1.64M
|
355K
$28M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.6KClosed |
$1.68M - $1.99M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.8KClosed |
$1.93M - $2.28M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34K- 89.52% |
$2M - $2.37M
|
3.98K
$315K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-36.7K- 43.64% |
$2.15M - $2.55M
|
47.4K
$3.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-38.8K- 63.41% |
$2.28M - $2.7M
|
22.4K
$1.77M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-108KClosed |
$6.34M - $7.51M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-173KClosed |
$10.2M - $12.1M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-174KClosed |
$10.2M - $12.1M
|
0
$0
|