Purchases and Sales Made in Q4 2024 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q4 2024. 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 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
716+ 10.1% |
$54.9K - $57.2K
|
7.81K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
712+ 14.9% |
$54.5K - $56.9K
|
5.49K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
710+ 7.07% |
$54.4K - $56.7K
|
10.8K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
710+ 25.73% |
$54.4K - $56.7K
|
3.47K
$258K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
648+ 14.27% |
$49.6K - $51.8K
|
5.19K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
640+ 9.15% |
$49K - $51.1K
|
7.63K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
633+ 18.42% |
$48.5K - $50.6K
|
4.07K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
581+ 3.32% |
$44.5K - $46.4K
|
18.1K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
552+ 15.58% |
$42.3K - $44.1K
|
4.1K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
542+ 6.66% |
$41.5K - $43.3K
|
8.68K
$645K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
541+ 2.47% |
$41.4K - $43.2K
|
22.5K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
537+ 3.53% |
$41.1K - $42.9K
|
15.7K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
535+ 12.38% |
$41K - $42.7K
|
4.86K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
497New |
$38.1K - $39.7K
|
497
$36.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
490New |
$37.5K - $39.1K
|
490
$36.4K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
479+ 8.12% |
$36.7K - $38.3K
|
6.38K
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
475+ 8.48% |
$36.4K - $37.9K
|
6.08K
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
468+ 1.97% |
$35.9K - $37.4K
|
24.2K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
465+ 1.8% |
$35.6K - $37.1K
|
26.3K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
449+ 224.5% |
$34.4K - $35.9K
|
649
$48.2K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
422+ 5.87% |
$32.3K - $33.7K
|
7.61K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
398+ 1.08% |
$30.5K - $31.8K
|
37.3K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
351+ 1.28% |
$26.9K - $28K
|
27.8K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
347+ 10.1% |
$26.6K - $27.7K
|
3.78K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
336+ 1.43% |
$25.7K - $26.8K
|
23.9K
$1.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
327+ 0.95% |
$25.1K - $26.1K
|
34.7K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
314+ 8.94% |
$24.1K - $25.1K
|
3.83K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
289+ 4.02% |
$22.1K - $23.1K
|
7.48K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
267+ 5.04% |
$20.5K - $21.3K
|
5.56K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
253New |
$19.4K - $20.2K
|
253
$18.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
247+ 5.58% |
$18.9K - $19.7K
|
4.67K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
245New |
$18.8K - $19.6K
|
245
$18.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
244+ 8.4% |
$18.7K - $19.5K
|
3.15K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
227+ 7.74% |
$17.4K - $18.1K
|
3.16K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
220+ 9.61% |
$16.9K - $17.6K
|
2.51K
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
213+ 0.47% |
$16.3K - $17K
|
45.5K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
206+ 3.93% |
$15.8K - $16.5K
|
5.45K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
179+ 2.32% |
$13.7K - $14.3K
|
7.89K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
174New |
$13.3K - $13.9K
|
174
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
172+ 4.74% |
$13.2K - $13.7K
|
3.8K
$282K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
165New |
$12.6K - $13.2K
|
165
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
156+ 2.21% |
$12K - $12.5K
|
7.2K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
156+ 17.85% |
$12K - $12.5K
|
1.03K
$76.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
154+ 1.84% |
$11.8K - $12.3K
|
8.52K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
152+ 3.26% |
$11.6K - $12.1K
|
4.81K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
150+ 2.12% |
$11.5K - $12K
|
7.23K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
144+ 0.73% |
$11K - $11.5K
|
19.9K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
141+ 1.98% |
$10.8K - $11.3K
|
7.26K
$539K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
132New |
$10.1K - $10.5K
|
132
$9.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
130New |
$9.96K - $10.4K
|
130
$9.65K
|