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 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
113+ 1.9% |
$6.63K - $7.86K
|
6.06K
$471K
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
110+ 1.75% |
$6.46K - $7.65K
|
6.38K
$496K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$5.87K - $6.95K
|
100
$7.78K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
91+ 9.35% |
$5.34K - $6.33K
|
1.06K
$82.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
88+ 1.42% |
$5.16K - $6.12K
|
6.27K
$488K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
87+ 1.5% |
$5.11K - $6.05K
|
5.88K
$458K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
66+ 2.77% |
$3.87K - $4.59K
|
2.45K
$190K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57+ 0.87% |
$3.35K - $3.96K
|
6.62K
$515K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56+ 0.53% |
$3.29K - $3.89K
|
10.6K
$823K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
49+ 175.0% |
$2.88K - $3.41K
|
77
$5.99K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
43+ 0.4% |
$2.52K - $2.99K
|
10.8K
$844K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
38+ 14.56% |
$2.23K - $2.64K
|
299
$23.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
37New |
$2.17K - $2.57K
|
37
$2.88K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
36+ 0.23% |
$2.11K - $2.5K
|
15.5K
$1.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32+ 0.9% |
$1.88K - $2.22K
|
3.57K
$278K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
30+ 0.68% |
$1.76K - $2.09K
|
4.42K
$344K
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
27+ 3.29% |
$1.58K - $1.88K
|
848
$66K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22+ 0.23% |
$1.29K - $1.53K
|
9.42K
$733K
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
17+ 2.35% |
$998 - $1.18K
|
741
$57.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
12+ 0.47% |
$704 - $834
|
2.56K
$199K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
10+ 0.23% |
$587 - $695
|
4.32K
$336K
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
10+ 0.25% |
$587 - $695
|
4.06K
$316K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$587 - $695
|
10
$778
|
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
8+ 0.1% |
$470 - $556
|
8.02K
$624K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.28% |
$411 - $487
|
2.53K
$197K
|
|
|
Jul 20, 2022
Q2 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$352 - $417
|
10.6K
$827K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 2.47% |
$117 - $139
|
83
$6.46K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.13% |
$117 - $139
|
1.58K
$123K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 1.39% |
$117 - $139
|
146
$11.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$58.7 - $69.5
|
5.62K
$437K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.58% |
$58.7 - $69.5
|
172
$13.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.26% |
$58.7 - $69.5
|
381
$29.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 5.88% |
$58.7 - $69.5
|
18
$1.4K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$58.7 - $69.5
|
577
$44.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 1.37% |
$235 - $278
|
287
$22.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24- 92.31% |
$1.41K - $1.67K
|
2
$156
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 66.67% |
$1.76K - $2.09K
|
15
$1.17K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34- 0.94% |
$2K - $2.36K
|
3.58K
$278K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-36- 3.66% |
$2.11K - $2.5K
|
948
$73.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-38- 0.18% |
$2.23K - $2.64K
|
21.6K
$1.68M
|
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-40- 0.72% |
$2.35K - $2.78K
|
5.48K
$426K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-53- 0.93% |
$3.11K - $3.68K
|
5.66K
$440K
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-63- 1.2% |
$3.7K - $4.38K
|
5.19K
$404K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-65- 0.74% |
$3.81K - $4.52K
|
8.73K
$679K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-66- 6.85% |
$3.87K - $4.59K
|
897
$69.8K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-75- 5.36% |
$4.4K - $5.21K
|
1.33K
$103K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-76- 1.01% |
$4.46K - $5.28K
|
7.46K
$580K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-88- 22.68% |
$5.16K - $6.12K
|
300
$23.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
SELL
|
- |
-92- 1.72% |
$5.4K - $6.4K
|
5.27K
$410K
|