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 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 3.45% |
$76.6 - $79.9
|
30
$2.23K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.82% |
$76.6 - $79.9
|
56
$4.16K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.06% |
$76.6 - $79.9
|
95
$7.05K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 3.13% |
$76.6 - $79.9
|
33
$2.45K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.96% |
$76.6 - $79.9
|
105
$7.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 1.64% |
$76.6 - $79.9
|
62
$4.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$76.6 - $79.9
|
33.8K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.02% |
$153 - $160
|
10.1K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.06% |
$230 - $240
|
5.28K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4- 1.48% |
$306 - $320
|
267
$19.8K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5- 0.34% |
$383 - $399
|
1.45K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6- 0.01% |
$460 - $479
|
40.5K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7- 0.07% |
$536 - $559
|
9.49K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.6% |
$1.3K - $1.36K
|
2.79K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-17- 0.03% |
$1.3K - $1.36K
|
59K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-22- 2.46% |
$1.69K - $1.76K
|
871
$64.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27- 0.67% |
$2.07K - $2.16K
|
4.01K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-28- 0.21% |
$2.15K - $2.24K
|
13.3K
$986K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-34- 0.49% |
$2.6K - $2.72K
|
6.9K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-47- 46.53% |
$3.6K - $3.75K
|
54
$4.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-47- 0.57% |
$3.6K - $3.75K
|
8.14K
$605K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-52- 2.08% |
$3.98K - $4.15K
|
2.44K
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-54- 0.31% |
$4.14K - $4.31K
|
17.2K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 0.92% |
$4.6K - $4.79K
|
6.45K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-76- 8.95% |
$5.82K - $6.07K
|
773
$57.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-80- 0.24% |
$6.13K - $6.39K
|
33.2K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-83- 1.75% |
$6.36K - $6.63K
|
4.65K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-84- 2.16% |
$6.44K - $6.71K
|
3.81K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-98- 0.36% |
$7.51K - $7.83K
|
26.9K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-109- 1.25% |
$8.35K - $8.71K
|
8.6K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-112- 1.24% |
$8.58K - $8.95K
|
8.91K
$661K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-120- 4.05% |
$9.19K - $9.59K
|
2.84K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-121- 1.42% |
$9.27K - $9.67K
|
8.42K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-130- 1.44% |
$9.96K - $10.4K
|
8.89K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-135- 2.66% |
$10.3K - $10.8K
|
4.94K
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-144- 0.93% |
$11K - $11.5K
|
15.4K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 49.5% |
$11.5K - $12K
|
153
$11.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-152- 4.16% |
$11.6K - $12.1K
|
3.5K
$260K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-157- 1.35% |
$12K - $12.5K
|
11.4K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-182- 3.57% |
$13.9K - $14.5K
|
4.92K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-187- 10.68% |
$14.3K - $14.9K
|
1.56K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-190- 29.69% |
$14.6K - $15.2K
|
450
$33.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-202- 1.01% |
$15.5K - $16.1K
|
19.7K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-206- 1.53% |
$15.8K - $16.5K
|
13.3K
$985K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-208- 6.15% |
$15.9K - $16.6K
|
3.18K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-210- 6.87% |
$16.1K - $16.8K
|
2.85K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-215- 0.73% |
$16.5K - $17.2K
|
29.2K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-220- 1.64% |
$16.9K - $17.6K
|
13.2K
$983K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-224- 1.38% |
$17.2K - $17.9K
|
16K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
SELL
|
- |
-236- 3.14% |
$18.1K - $18.9K
|
7.27K
$540K
|