Purchases and Sales Made in Q3 2024 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-146- 0.53% |
$10.5K - $11.5K
|
27.3K
$2.15M
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-147- 2.72% |
$10.6K - $11.6K
|
5.26K
$414K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-150- 0.99% |
$10.8K - $11.9K
|
15.1K
$1.19M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-176- 4.54% |
$12.7K - $13.9K
|
3.7K
$291K
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-181- 1.97% |
$13.1K - $14.3K
|
9.02K
$709K
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-183- 5.36% |
$13.2K - $14.5K
|
3.23K
$254K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-201- 2.72% |
$14.5K - $15.9K
|
7.19K
$565K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-221- 3.04% |
$15.9K - $17.5K
|
7.04K
$554K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-231- 9.25% |
$16.7K - $18.3K
|
2.27K
$178K
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-236- 0.88% |
$17K - $18.7K
|
26.6K
$2.09M
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-249- 4.05% |
$18K - $19.7K
|
5.9K
$464K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-255- 7.17% |
$18.4K - $20.2K
|
3.3K
$260K
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-257- 6.82% |
$18.5K - $20.3K
|
3.51K
$276K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-260- 5.97% |
$18.7K - $20.6K
|
4.1K
$322K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-298- 7.59% |
$21.5K - $23.6K
|
3.63K
$285K
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-325- 11.05% |
$23.4K - $25.7K
|
2.62K
$206K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-334- 2.89% |
$24.1K - $26.4K
|
11.2K
$882K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-351- 3.68% |
$25.3K - $27.7K
|
9.18K
$722K
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-354- 3.87% |
$25.5K - $28K
|
8.8K
$692K
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-388- 1.68% |
$28K - $30.7K
|
22.7K
$1.79M
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-421- 10.15% |
$30.4K - $33.3K
|
3.73K
$293K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-431- 32.48% |
$31.1K - $34.1K
|
896
$70.5K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-437- 2.06% |
$31.5K - $34.5K
|
20.7K
$1.63M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-483- 1.72% |
$34.8K - $38.2K
|
27.6K
$2.17M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-540- 3.03% |
$38.9K - $42.7K
|
17.3K
$1.36M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-556- 6.0% |
$40.1K - $44K
|
8.71K
$685K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-587- 40.76% |
$42.3K - $46.4K
|
853
$67.1K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-589- 6.58% |
$42.5K - $46.6K
|
8.37K
$658K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-700- 7.87% |
$50.5K - $55.3K
|
8.19K
$644K
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-704- 0.5% |
$50.8K - $55.7K
|
139K
$11M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-739- 16.43% |
$53.3K - $58.4K
|
3.76K
$296K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-741- 6.85% |
$53.4K - $58.6K
|
10.1K
$793K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-745- 11.99% |
$53.7K - $58.9K
|
5.47K
$430K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-755- 13.95% |
$54.4K - $59.7K
|
4.66K
$366K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-756- 1.18% |
$54.5K - $59.8K
|
63.3K
$4.98M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-815- 5.04% |
$58.8K - $64.4K
|
15.4K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-818- 2.89% |
$59K - $64.7K
|
27.5K
$2.16M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-856- 2.82% |
$61.7K - $67.7K
|
29.5K
$2.32M
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-899- 11.27% |
$64.8K - $71.1K
|
7.08K
$557K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-932- 7.0% |
$67.2K - $73.7K
|
12.4K
$974K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.01K- 6.7% |
$72.8K - $79.8K
|
14.1K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.06K- 4.49% |
$76.1K - $83.4K
|
22.4K
$1.77M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.07K- 4.1% |
$76.8K - $84.2K
|
24.9K
$1.96M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.1K- 4.0% |
$79.4K - $87K
|
26.4K
$2.08M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.13K- 13.21% |
$81.7K - $89.6K
|
7.44K
$586K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.21K- 5.79% |
$87.5K - $95.9K
|
19.7K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.23K- 14.76% |
$88.6K - $97.1K
|
7.09K
$558K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 10.7% |
$100K - $110K
|
11.6K
$912K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 12.88% |
$103K - $113K
|
9.66K
$760K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.65K- 3.6% |
$119K - $130K
|
44.1K
$3.47M
|