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 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
372K+ 270.31% |
$21.8M - $25.8M
|
509K
$39.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
353K+ 1332.93% |
$20.7M - $24.5M
|
379K
$29.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
96.6K+ 417.21% |
$5.67M - $6.72M
|
120K
$9.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
49.9KNew |
$2.93M - $3.47M
|
49.9K
$3.88M
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
49.9KNew |
$2.93M - $3.47M
|
49.9K
$3.88M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.4K+ 278.7% |
$1.9M - $2.25M
|
44.1K
$3.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
26.8KNew |
$1.57M - $1.86M
|
26.8K
$2.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.3KNew |
$1.07M - $1.27M
|
18.3K
$1.42M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
16.4K+ 4.68% |
$962K - $1.14M
|
367K
$28.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.2K+ 113.6% |
$949K - $1.12M
|
30.4K
$2.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
14.6KNew |
$855K - $1.01M
|
14.6K
$1.13M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$687K - $813K
|
11.7K
$910K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1K+ 2.89% |
$649K - $769K
|
393K
$30.6M
|
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
10.4K+ 22.37% |
$611K - $723K
|
56.9K
$4.43M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.6KNew |
$563K - $667K
|
9.6K
$747K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.08K+ 65.57% |
$474K - $562K
|
20.4K
$1.59M
|
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
8K+ 19.59% |
$469K - $556K
|
48.8K
$3.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
7.83KNew |
$459K - $544K
|
7.83K
$609K
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
7.23KNew |
$424K - $503K
|
7.23K
$563K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.76KNew |
$397K - $470K
|
6.76K
$526K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.63K+ 10.41% |
$389K - $461K
|
70.3K
$5.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.59K+ 5.37% |
$387K - $458K
|
129K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.47K+ 3.71% |
$380K - $450K
|
181K
$14.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.43K+ 36.85% |
$378K - $447K
|
23.9K
$1.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.33K+ 8.41% |
$371K - $440K
|
81.5K
$6.34M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.33K+ 8.41% |
$371K - $440K
|
81.5K
$6.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.21K+ 43.24% |
$365K - $432K
|
20.6K
$1.6M
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
4.98K+ 69.39% |
$292K - $346K
|
12.1K
$945K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.79K+ 8.33% |
$281K - $333K
|
62.3K
$4.85M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
4.17KNew |
$245K - $290K
|
4.17K
$324K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$235K - $278K
|
4K
$311K
|
|
|
Dec 26, 2024
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
3.71K+ 42.11% |
$217K - $258K
|
12.5K
$973K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.79K+ 56.76% |
$163K - $194K
|
7.69K
$598K
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.56K+ 11.4% |
$150K - $178K
|
25K
$1.94M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 30.22% |
$139K - $164K
|
10.2K
$792K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 11.75% |
$136K - $161K
|
22K
$1.71M
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.28K+ 7.34% |
$134K - $159K
|
33.4K
$2.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.27K+ 6.18% |
$133K - $158K
|
39K
$3.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.09K+ 59.58% |
$123K - $145K
|
5.6K
$435K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.87K+ 34.22% |
$110K - $130K
|
7.35K
$572K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.85K+ 39.66% |
$109K - $129K
|
6.52K
$507K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.8K+ 4.48% |
$106K - $125K
|
42.1K
$3.27M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.69K+ 50.49% |
$99.2K - $118K
|
5.04K
$392K
|
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.64K+ 11.53% |
$96.4K - $114K
|
15.9K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.59K+ 8.57% |
$93.1K - $110K
|
20.1K
$1.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.53KNew |
$89.5K - $106K
|
1.53K
$119K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.44K+ 1.66% |
$84.3K - $99.8K
|
87.7K
$6.82M
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
1.27K+ 24.85% |
$74.5K - $88.2K
|
6.38K
$496K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.2K+ 3.2% |
$70.4K - $83.4K
|
38.7K
$3.01M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 15.73% |
$66.6K - $78.8K
|
8.34K
$649K
|