Purchases and Sales Made in Q4 2023 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.87K- 15.72% |
$236K - $268K
|
20.8K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.76K- 14.86% |
$290K - $330K
|
27.3K
$2.15M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.8K- 53.79% |
$292K - $332K
|
4.12K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.65K- 28.36% |
$345K - $392K
|
14.3K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.33K- 3.29% |
$447K - $508K
|
215K
$16.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.03K- 55.13% |
$550K - $625K
|
7.35K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.5K- 12.81% |
$1.07M - $1.21M
|
119K
$9.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.8K- 77.81% |
$1.26M - $1.44M
|
5.92K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-22.2K- 6.84% |
$1.35M - $1.54M
|
302K
$23.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.8K- 42.99% |
$1.39M - $1.58M
|
30.2K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.7K- 51.74% |
$1.51M - $1.71M
|
23.1K
$1.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-25.9K- 73.47% |
$1.58M - $1.79M
|
9.35K
$736K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.5K- 75.35% |
$1.86M - $2.11M
|
9.98K
$785K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-69.4K- 76.93% |
$4.23M - $4.81M
|
20.8K
$1.64M
|