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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-255- 0.58% |
$19.5K - $20.4K
|
43.9K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-264- 0.89% |
$20.2K - $21.1K
|
29.4K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-278- 1.25% |
$21.3K - $22.2K
|
22K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-343- 11.18% |
$26.3K - $27.4K
|
2.73K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-362- 19.81% |
$27.7K - $28.9K
|
1.47K
$109K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-367- 6.42% |
$28.1K - $29.3K
|
5.35K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-375- 3.03% |
$28.7K - $30K
|
12K
$892K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-390- 9.59% |
$29.9K - $31.2K
|
3.68K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-393- 6.09% |
$30.1K - $31.4K
|
6.06K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-394- 12.81% |
$30.2K - $31.5K
|
2.68K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-403- 7.93% |
$30.9K - $32.2K
|
4.68K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-410- 1.83% |
$31.4K - $32.8K
|
22K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-421- 19.79% |
$32.3K - $33.6K
|
1.71K
$127K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-442- 2.07% |
$33.9K - $35.3K
|
20.9K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-469- 9.96% |
$35.9K - $37.5K
|
4.24K
$315K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-509- 5.6% |
$39K - $40.7K
|
8.59K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-509- 5.6% |
$39K - $40.7K
|
8.59K
$638K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-534- 2.35% |
$40.9K - $42.7K
|
22.2K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-581- 4.72% |
$44.5K - $46.4K
|
11.7K
$871K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-611- 4.68% |
$46.8K - $48.8K
|
12.4K
$924K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-697- 11.53% |
$53.4K - $55.7K
|
5.35K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-701- 4.3% |
$53.7K - $56K
|
15.6K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-725- 25.25% |
$55.5K - $57.9K
|
2.15K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-731- 45.38% |
$56K - $58.4K
|
880
$65.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-745- 2.52% |
$57.1K - $59.5K
|
28.8K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-750- 58.64% |
$57.5K - $59.9K
|
529
$39.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-836- 1.56% |
$64K - $66.8K
|
52.9K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-888- 8.81% |
$68K - $70.9K
|
9.19K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-918- 3.88% |
$70.3K - $73.3K
|
22.8K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-944- 25.32% |
$72.3K - $75.4K
|
2.78K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 19.84% |
$79.8K - $83.2K
|
4.21K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 6.01% |
$84.4K - $88K
|
17.2K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.13K- 1.72% |
$86.8K - $90.5K
|
64.8K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.27K- 6.15% |
$97.6K - $102K
|
19.5K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.31K- 5.03% |
$101K - $105K
|
24.8K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.36K- 5.34% |
$104K - $109K
|
24.1K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 1.0% |
$111K - $115K
|
144K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.59K- 1.14% |
$122K - $127K
|
138K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.62K- 1.75% |
$124K - $129K
|
90.8K
$6.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.7K- 38.32% |
$130K - $136K
|
2.74K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.78K- 17.57% |
$136K - $142K
|
8.34K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.95K- 7.38% |
$149K - $156K
|
24.5K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.28K- 12.68% |
$174K - $182K
|
15.7K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.37K- 6.45% |
$181K - $189K
|
34.4K
$2.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.5K- 22.27% |
$191K - $200K
|
8.72K
$647K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.63K- 3.32% |
$202K - $210K
|
76.5K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.04K- 11.26% |
$233K - $243K
|
24K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.19K- 57.62% |
$245K - $255K
|
2.35K
$174K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.29K- 99.19% |
$252K - $263K
|
27
$2.01K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.33K- 1.21% |
$255K - $266K
|
273K
$20.2M
|