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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
188+ 0.97% |
$13.2K - $14.1K
|
19.6K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
181+ 2.21% |
$12.7K - $13.6K
|
8.36K
$633K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
181+ 0.2% |
$12.7K - $13.6K
|
91.9K
$6.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
181+ 0.2% |
$12.7K - $13.6K
|
91.9K
$6.96M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
180New |
$12.6K - $13.5K
|
180
$13.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
167+ 0.45% |
$11.7K - $12.5K
|
37K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
163+ 3.18% |
$11.4K - $12.2K
|
5.29K
$401K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
154+ 102.67% |
$10.8K - $11.6K
|
304
$23K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
145+ 3.21% |
$10.2K - $10.9K
|
4.67K
$354K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
143+ 4.92% |
$10K - $10.7K
|
3.05K
$231K
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
140+ 4.55% |
$9.8K - $10.5K
|
3.22K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
139+ 1.52% |
$9.73K - $10.4K
|
9.26K
$701K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
122+ 2.0% |
$8.54K - $9.16K
|
6.22K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
120+ 0.43% |
$8.4K - $9.01K
|
28.3K
$2.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
116+ 0.53% |
$8.12K - $8.71K
|
22K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
115+ 1.25% |
$8.05K - $8.63K
|
9.33K
$707K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
115+ 3.34% |
$8.05K - $8.63K
|
3.56K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
114+ 4.32% |
$7.98K - $8.56K
|
2.75K
$208K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
111+ 14.02% |
$7.77K - $8.33K
|
903
$68.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
105+ 3.43% |
$7.35K - $7.88K
|
3.17K
$240K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$7K - $7.51K
|
100
$7.57K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99+ 15.64% |
$6.93K - $7.43K
|
732
$55.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
97+ 20.73% |
$6.79K - $7.28K
|
565
$42.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
94+ 2.21% |
$6.58K - $7.06K
|
4.35K
$330K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
93+ 3.35% |
$6.51K - $6.98K
|
2.87K
$217K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
76+ 0.57% |
$5.32K - $5.71K
|
13.3K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
76New |
$5.32K - $5.71K
|
76
$5.76K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
76+ 1.87% |
$5.32K - $5.71K
|
4.15K
$314K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
74+ 0.31% |
$5.18K - $5.56K
|
24.3K
$1.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
73+ 2.42% |
$5.11K - $5.48K
|
3.09K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
57+ 1.97% |
$3.99K - $4.28K
|
2.95K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
47+ 35.07% |
$3.29K - $3.53K
|
181
$13.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
43+ 0.35% |
$3.01K - $3.23K
|
12.5K
$943K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
34New |
$2.38K - $2.55K
|
34
$2.57K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30+ 14.02% |
$2.1K - $2.25K
|
244
$18.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
30+ 0.67% |
$2.1K - $2.25K
|
4.5K
$341K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 3.22% |
$2.1K - $2.25K
|
962
$72.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 1.69% |
$1.75K - $1.88K
|
1.5K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.68K - $1.8K
|
24
$1.82K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
23+ 0.68% |
$1.61K - $1.73K
|
3.42K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
20+ 0.31% |
$1.4K - $1.5K
|
6.49K
$492K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.21% |
$1.26K - $1.35K
|
8.45K
$640K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18+ 10.53% |
$1.26K - $1.35K
|
189
$14.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17+ 0.32% |
$1.19K - $1.28K
|
5.37K
$407K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$1.05K - $1.13K
|
15
$1.14K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
12New |
$840 - $901
|
12
$909
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12+ 0.19% |
$840 - $901
|
6.31K
$477K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10+ 0.27% |
$700 - $751
|
3.7K
$280K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9+ 0.29% |
$630 - $676
|
3.07K
$232K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8+ 0.27% |
$560 - $601
|
2.92K
$221K
|