Purchases and Sales Made in Q2 2024 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q2 2024. 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 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
169KNew |
$11.8M - $12.7M
|
169K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89.2K+ 72.1% |
$6.25M - $6.7M
|
213K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
72.2KNew |
$5.05M - $5.42M
|
72.2K
$5.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
66.6KNew |
$4.66M - $5M
|
66.6K
$5.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59.2K+ 37016.25% |
$4.15M - $4.45M
|
59.4K
$4.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.6K+ 208.44% |
$3.82M - $4.1M
|
80.8K
$6.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
43.3KNew |
$3.03M - $3.25M
|
43.3K
$3.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.5KNew |
$1.92M - $2.06M
|
27.5K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.1K+ 150.48% |
$1.62M - $1.74M
|
38.5K
$2.92M
|
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
21.9KNew |
$1.54M - $1.65M
|
21.9K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.3K+ 192.82% |
$1.21M - $1.3M
|
26.3K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 3.04% |
$989K - $1.06M
|
479K
$36.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
11.2K+ 15.51% |
$782K - $838K
|
83.2K
$6.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
10.6K+ 16.7% |
$742K - $796K
|
74.1K
$5.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.35KNew |
$655K - $702K
|
9.35K
$708K
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
8.97K+ 4984.44% |
$628K - $674K
|
9.15K
$693K
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.56K+ 12.12% |
$599K - $643K
|
79.2K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.52K+ 6.4% |
$596K - $640K
|
142K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
7.42K+ 16.34% |
$519K - $557K
|
52.8K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.95K+ 24.97% |
$486K - $521K
|
34.8K
$2.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.4K+ 46.44% |
$448K - $481K
|
20.2K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.3KNew |
$441K - $473K
|
6.3K
$477K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.01K+ 28.85% |
$421K - $451K
|
26.8K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.96K+ 25.01% |
$417K - $447K
|
29.8K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.7K+ 17.05% |
$399K - $428K
|
39.1K
$2.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.86K+ 63.02% |
$340K - $365K
|
12.6K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.71KNew |
$329K - $353K
|
4.71K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.55KNew |
$319K - $342K
|
4.55K
$345K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.52KNew |
$316K - $339K
|
4.52K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.15KNew |
$291K - $312K
|
4.15K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.88KNew |
$271K - $291K
|
3.88K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.87KNew |
$271K - $291K
|
3.87K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.84K+ 15.86% |
$269K - $288K
|
28K
$2.12M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3.71KNew |
$260K - $278K
|
3.71K
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3.47K+ 16.11% |
$243K - $261K
|
25K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.43KNew |
$240K - $258K
|
3.43K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.43KNew |
$240K - $257K
|
3.43K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.15K+ 41.08% |
$221K - $237K
|
10.8K
$820K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.12KNew |
$219K - $235K
|
3.12K
$237K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.09K+ 5.26% |
$216K - $232K
|
61.8K
$4.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.01K+ 4.93% |
$211K - $226K
|
64.1K
$4.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.91KNew |
$203K - $218K
|
2.91K
$220K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.88KNew |
$201K - $216K
|
2.88K
$218K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.72KNew |
$190K - $204K
|
2.72K
$206K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.29K+ 20.76% |
$160K - $172K
|
13.3K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.03K+ 9.9% |
$142K - $153K
|
22.6K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.99K+ 26.39% |
$139K - $149K
|
9.53K
$722K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.98K+ 31.32% |
$139K - $149K
|
8.32K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.89K+ 13.43% |
$133K - $142K
|
16K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.74K+ 44.79% |
$122K - $131K
|
5.63K
$426K
|