Purchases and Sales Made in Q3 2023 in Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q3 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
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
68K
New
$4.3M - $4.6M
68K $5.29M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
49.8K
+ 1570.88%
$3.15M - $3.38M
53K $4.12M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
45.8K
+ 52.53%
$2.9M - $3.1M
133K $10.3M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
43.6K
New
$2.76M - $2.95M
43.6K $3.39M
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
25.1K
New
$1.59M - $1.7M
25.1K $1.96M
Nov 13, 2023 Q3 2023
Strategic Advocates LLC

Logan, UT
BUY
 -
22.6K
New
$1.43M - $1.53M
22.6K $1.76M
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
18.6K
New
$1.17M - $1.26M
18.6K $1.44M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
18.5K
+ 4.5%
$1.17M - $1.25M
430K $33.4M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
18K
+ 23.01%
$1.14M - $1.22M
96.1K $7.48M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
14.7K
New
$931K - $997K
14.7K $1.15M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
12.4K
+ 314.25%
$785K - $841K
16.4K $1.27M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
12.1K
+ 38.19%
$768K - $822K
43.9K $3.42M
Oct 10, 2023 Q3 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
11.4K
New
$723K - $774K
11.4K $890K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
10.1K
+ 276.05%
$641K - $687K
13.8K $1.07M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
9.63K
New
$609K - $652K
9.63K $749K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
9.38K
New
$593K - $635K
9.38K $729K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
8.33K
+ 118.75%
$527K - $564K
15.3K $1.19M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
8.21K
+ 43.42%
$519K - $556K
27.1K $2.11M
Nov 08, 2023 Q3 2023
First Ascent Asset Management, LLC

BUY
 -
7.31K
+ 10.96%
$462K - $495K
74K $5.75M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
6.46K
New
$408K - $437K
6.46K $503K
Oct 17, 2023 Q3 2023
Ellenbecker Investment Group

BUY
 -
6.29K
+ 13.04%
$398K - $426K
54.5K $4.24M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
6.09K
+ 28.87%
$385K - $412K
27.2K $2.12M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
5.8K
+ 22.57%
$366K - $392K
31.5K $2.45M
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
5.6K
New
$354K - $380K
5.6K $436K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
5.39K
New
$341K - $365K
5.39K $419K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
4.33K
+ 5.3%
$274K - $293K
86.1K $6.7M
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
4.16K
New
$263K - $282K
4.16K $323K
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
3.89K
New
$246K - $263K
3.89K $303K
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
3.83K
+ 103.29%
$242K - $260K
7.54K $587K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
3.62K
+ 4.77%
$229K - $245K
79.4K $6.18M
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
3.5K
New
$221K - $237K
3.5K $272K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
3.44K
New
$218K - $233K
3.44K $268K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.43K
+ 62.62%
$217K - $233K
8.92K $694K
Oct 13, 2023 Q3 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
3.18K
New
$201K - $216K
3.18K $248K
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.87K
New
$182K - $194K
2.87K $223K
Nov 07, 2023 Q3 2023
Archvest Wealth Advisors, Inc.

BUY
 -
2.76K
+ 6.79%
$174K - $187K
43.3K $3.37M
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
2.66K
+ 21.69%
$168K - $180K
14.9K $1.16M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
2.52K
+ 9.18%
$159K - $171K
30K $2.33M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
2.44K
+ 5.37%
$154K - $165K
47.9K $3.73M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
2.36K
+ 220.26%
$149K - $160K
3.43K $267K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2.33K
+ 9.99%
$148K - $158K
25.7K $2M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.27K
+ 20.21%
$144K - $154K
13.5K $1.05M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
2.23K
+ 33.88%
$141K - $151K
8.82K $686K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
2.21K
+ 20.76%
$140K - $149K
12.8K $998K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.06K
New
$130K - $139K
2.06K $160K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1.96K
+ 16.39%
$124K - $133K
13.9K $1.08M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
1.79K
+ 8.24%
$113K - $121K
23.5K $1.83M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.69K
+ 6.31%
$107K - $114K
28.4K $2.21M
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
1.64K
+ 3.09%
$104K - $111K
54.7K $4.26M

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