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
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-97- 1.68% |
$5.69K - $6.74K
|
5.69K
$443K
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-106- 1.53% |
$6.22K - $7.37K
|
6.84K
$532K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-125- 12.04% |
$7.34K - $8.69K
|
913
$71K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-125- 0.94% |
$7.34K - $8.69K
|
13.2K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-126- 7.02% |
$7.39K - $8.76K
|
1.67K
$130K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-150Closed |
$8.8K - $10.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-152- 7.54% |
$8.92K - $10.6K
|
1.87K
$145K
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-198- 1.06% |
$11.6K - $13.8K
|
18.5K
$1.44M
|
|
|
Jul 13, 2022
Q2 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-242- 4.22% |
$14.2K - $16.8K
|
5.49K
$427K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-244- 58.1% |
$14.3K - $17K
|
176
$13.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-252- 40.32% |
$14.8K - $17.5K
|
373
$29K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-260- 2.2% |
$15.3K - $18.1K
|
11.6K
$900K
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-294- 3.88% |
$17.3K - $20.4K
|
7.29K
$567K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-312- 6.19% |
$18.3K - $21.7K
|
4.73K
$368K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-312- 7.99% |
$18.3K - $21.7K
|
3.59K
$280K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-324- 1.05% |
$19K - $22.5K
|
30.6K
$2.38M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-338- 1.02% |
$19.8K - $23.5K
|
32.7K
$2.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-339- 7.28% |
$19.9K - $23.6K
|
4.32K
$336K
|
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-382- 2.8% |
$22.4K - $26.6K
|
13.3K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-445- 1.66% |
$26.1K - $30.9K
|
26.3K
$2.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-453Closed |
$26.6K - $31.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-478- 1.14% |
$28.1K - $33.2K
|
41.5K
$3.23M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-548- 8.75% |
$32.2K - $38.1K
|
5.72K
$445K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-609Closed |
$35.7K - $42.3K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-616- 33.62% |
$36.2K - $42.8K
|
1.22K
$94.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-634- 4.18% |
$37.2K - $44.1K
|
14.5K
$1.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-635- 14.3% |
$37.3K - $44.1K
|
3.81K
$296K
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-653- 10.28% |
$38.3K - $45.4K
|
5.7K
$444K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-677- 0.45% |
$39.7K - $47.1K
|
148K
$11.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-767Closed |
$45K - $53.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-882- 6.77% |
$51.8K - $61.3K
|
12.1K
$945K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-891Closed |
$52.3K - $61.9K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-964- 1.11% |
$56.6K - $67K
|
86.1K
$6.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-965- 1.94% |
$56.6K - $67.1K
|
48.9K
$3.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.06K- 7.0% |
$62K - $73.5K
|
14K
$1.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.17K- 12.31% |
$68.4K - $81.1K
|
8.31K
$646K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.23K- 4.86% |
$72.4K - $85.7K
|
24.2K
$1.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 9.31% |
$75.3K - $89.2K
|
12.5K
$972K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 7.97% |
$80K - $94.8K
|
15.7K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.4K- 1.19% |
$82.3K - $97.5K
|
117K
$9.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.43KClosed |
$84.1K - $99.6K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.58K- 3.94% |
$92.8K - $110K
|
38.6K
$3M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.66K- 11.73% |
$97.2K - $115K
|
12.5K
$970K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.77K- 87.62% |
$104K - $123K
|
250
$19.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2K- 10.13% |
$117K - $139K
|
17.7K
$1.38M
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.01K- 14.64% |
$118K - $140K
|
11.7K
$910K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.16K- 22.4% |
$127K - $150K
|
7.47K
$581K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.51K- 5.45% |
$147K - $174K
|
43.5K
$3.38M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.8K- 6.7% |
$164K - $194K
|
38.9K
$3.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.9KClosed |
$170K - $202K
|
0
$0
|