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iShares Core Aggressive Allocation ETF (AOA) Institutional Ownership

iShares Core Aggressive Allocation ETF logo
$79.10 +0.08 (+0.10%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core Aggressive Allocation ETF (NYSEARCA:AOA)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$7.75M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.67M
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AOA Institutional Buying and Selling by Quarter

iShares Core Aggressive Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/10/2025 Mascoma Wealth Management LLC3,501$268K0.1%-4.2%0.014%
2/10/2025 Farther Finance Advisors LLC5,944$455K0.0%+702.2%0.023%
2/6/2025 Jones Financial Companies Lllp1,030$79K0.0%+17.8%0.004%
2/5/2025 BlueStem Wealth Partners LLC13,908$1.07M0.1%N/A0.054%
2/5/2025 Noble Wealth Management PBC490$38K0.0%N/A0.002%
2/4/2025 Arbor Investment Advisors LLC4,677$358K0.1%-7.9%0.018%
1/28/2025 RFP Financial Group LLC5,349$410K0.2%-6.4%0.021%
1/27/2025 Nvwm LLC3,160$242K0.1%+7.7%0.012%
1/24/2025 Lazari Capital Management Inc.2,846$218K0.1%-6.9%0.011%
1/23/2025 Strategic Advocates LLC24,114$1.85M0.6%-5.3%0.094%
1/23/2025 Strategic Blueprint LLC4,251$326K0.0%+26.9%0.017%
1/21/2025 Archford Capital Strategies LLC28,788$2.21M0.3%-2.5%0.112%
1/17/2025 Janney Montgomery Scott LLC39,315$3.01M0.0%+962.3%0.153%
1/17/2025 Janney Capital Management LLC3,562$273K0.0%N/A0.014%
1/16/2025 Lbmc Investment Advisors LLC137,655$10.55M0.8%-1.1%0.537%
1/13/2025 AdvisorNet Financial Inc8,719$668K0.1%-22.3%0.034%
12/26/2024JPMorgan Chase & Co.40,490$3.20M0.0%+5.1%0.158%
11/21/2024 Wealthquest Corp9,017$708K0.1%-2.0%0.035%
11/15/2024Continuum Advisory LLC640$50K0.0%+42.2%0.002%
11/14/2024Captrust Financial Advisors26,124$2.06M0.0%-0.5%0.102%
11/8/2024 Avior Wealth Management LLC10,084$796K0.0%-6.8%0.039%
11/6/2024 Altrius Capital Management Inc3,231$255K0.1%-5.4%0.013%
11/6/2024 Cornerstone Planning Group LLC14,061$1.10M0.2%-6.7%0.055%
10/29/2024 Nvwm LLC2,933$231K0.1%+6.7%0.011%
10/25/2024 Strategic Blueprint LLC3,349$264K0.0%N/A0.013%
10/24/2024 Arbor Investment Advisors LLC5,080$401K0.1%+13.4%0.020%
10/22/2024 Eastern Bank430$34K0.0%N/A0.002%
10/21/2024 RFP Financial Group LLC5,716$451K0.1%+9.7%0.022%
10/21/2024Whittier Trust Co. of Nevada Inc.361$28K0.0%N/A0.001%
10/17/2024 Strategic Advocates LLC25,475$2.01M0.7%+6.5%0.099%
10/8/2024 Lbmc Investment Advisors LLC139,246$10.99M0.9%-0.5%0.543%
8/26/2024 Wealthquest Corp9,198$688K0.1%-1.8%0.036%
8/12/2024Waterloo Capital L.P.9,954$744K0.1%-90.6%0.039%
8/9/2024 One Capital Management LLC17,823$1.33M0.0%-6.3%0.069%
8/6/2024Weitzel Financial Services Inc.3,374$252K0.1%+17.8%0.013%
7/31/2024IFG Advisory LLC6,298$471K0.0%N/A0.025%
7/26/2024Cambridge Investment Research Advisors Inc.199,407$14.91M0.1%-2.3%0.777%
7/25/2024 RFP Financial Group LLC5,210$390K0.1%+18.0%0.020%
7/17/2024 Archford Capital Strategies LLC30,389$2.27M0.4%+3.6%0.118%
7/17/2024 AdvisorNet Financial Inc11,551$864K0.1%+2.0%0.045%
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7/11/2024 Strategic Advocates LLC23,919$1.79M0.7%-3.7%0.093%
7/11/2024 Lbmc Investment Advisors LLC139,950$10.47M0.9%+0.2%0.546%
5/17/2024Comerica Bank5,760$423K0.0%-9.1%0.022%
5/9/2024 RFP Financial Group LLC4,415$324K0.1%+405.7%0.017%
5/9/2024 Wealthquest Corp9,368$688K0.1%-7.2%0.037%
5/8/2024 Cornerstone Planning Group LLC14,294$1.03M0.3%-1.0%0.056%
5/7/2024 Nvwm LLC2,636$194K0.1%+32.7%0.010%
4/25/2024Cambridge Investment Research Advisors Inc.204,084$14.99M0.1%-5.1%0.797%
4/24/2024 Archford Capital Strategies LLC29,321$2.15M0.4%-1.8%0.115%
4/23/2024 Arbor Investment Advisors LLC4,969$365K0.1%+12.7%0.019%
4/12/2024 AdvisorNet Financial Inc11,326$832K0.1%+7.2%0.046%
4/12/2024 Lbmc Investment Advisors LLC139,630$10.26M0.9%-0.6%0.566%
4/10/2024Weitzel Financial Services Inc.2,864$209K0.1%N/A0.012%
4/3/2024 Strategic Advocates LLC24,836$1.82M0.7%+3.8%0.101%
3/5/2024 Fisher Asset Management LLC3,263$225K0.0%N/A0.013%
2/16/2024 Wealthquest Corp10,091$697K0.1%-20.9%0.041%
2/14/2024Waterloo Capital L.P.243,462$16.81M2.7%+4.8%0.988%
2/12/2024 Parallel Advisors LLC3,322$229K0.0%+40.1%0.013%
2/9/2024Cambridge Investment Research Advisors Inc.215,121$14.85M0.1%-3.3%0.873%
2/8/2024 Janney Montgomery Scott LLC7,345$507K0.0%-55.1%0.030%
2/8/2024 Janney Capital Management LLC4,404$304K0.0%N/A0.018%
2/8/2024 Nvwm LLC1,986$137K0.0%+8.2%0.008%
2/7/2024 One Capital Management LLC20,766$1.43M0.1%-15.7%0.084%
2/7/2024 Strategic Advocates LLC23,917$1.65M0.7%+6.0%0.097%
2/6/2024 Fisher Asset Management LLC3,263$225K0.0%N/A0.013%
2/1/2024 GAMMA Investing LLC495$34K0.0%N/A0.002%
1/30/2024 Avior Wealth Management LLC7,660$529K0.0%-3.5%0.031%
1/29/2024 Plan Group Financial LLC16,622$1.15M1.0%-10.5%0.067%
1/24/2024 Mascoma Wealth Management LLC2,650$183K0.1%+9.1%0.011%
1/19/2024 AdvisorNet Financial Inc10,568$730K0.1%-6.9%0.043%
1/16/2024 Lbmc Investment Advisors LLC140,509$9.70M0.9%-0.6%0.570%
1/12/2024 Archford Capital Strategies LLC29,861$2.06M0.4%-2.5%0.121%
12/11/2023Headinvest LLC473$30K0.0%N/A0.002%
11/13/2023 Sugarloaf Wealth Management LLC6,239$396K0.1%+2.9%0.025%
11/13/2023 Plan Group Financial LLC18,569$1.18M0.8%N/A0.075%
11/9/2023Gould Capital LLC5,031$317K0.3%-12.9%0.020%
11/9/2023 One Capital Management LLC24,639$1.56M0.1%-0.8%0.100%
11/8/2023 Cornerstone Planning Group LLC12,833$815K0.3%+20.8%0.052%
11/8/2023 Janney Montgomery Scott LLC16,371$1.04M0.0%+314.2%0.066%
10/27/2023 Archford Capital Strategies LLC30,630$1.95M0.4%+1.1%0.124%
10/24/2023Cambridge Investment Research Advisors Inc.222,448$14.12M0.1%-2.6%0.902%
10/18/2023 CX Institutional4,252$270K0.0%-79.0%0.017%
10/17/2023 Avior Wealth Management LLC7,937$504K0.0%-5.5%0.032%
10/12/2023 AdvisorNet Financial Inc11,354$721K0.1%-16.5%0.046%
10/5/2023 Lbmc Investment Advisors LLC141,404$8.79M0.9%-4.4%0.574%
8/10/2023 Altrius Capital Management Inc3,458$229K0.1%-16.2%0.014%
8/8/2023 Nvwm LLC1,764$117K0.0%+16.5%0.007%
8/4/2023 Parallel Advisors LLC2,158$143K0.0%+71.5%0.009%
8/2/2023 Archford Capital Strategies LLC30,303$2.04M0.4%-5.1%0.127%
8/1/2023 RFP Financial Group LLC469$31K0.0%+269.3%0.002%
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7/31/2023 WealthPLAN Partners LLC9,634$639K0.1%+22.6%0.040%
7/26/2023 Janney Montgomery Scott LLC3,952$262K0.0%-61.5%0.017%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC8,399$557K0.0%-1.8%0.035%
7/17/2023 Lbmc Investment Advisors LLC147,860$9.81M1.0%-1.8%0.617%
7/14/2023 AdvisorNet Financial Inc13,597$902K0.1%-9.8%0.057%
7/14/2023 Harbor Investment Advisory LLC785$52K0.0%-20.3%0.003%
7/13/2023Cambridge Investment Research Advisors Inc.228,390$15.15M0.1%-6.4%0.954%
5/15/2023 CKW Financial Group955$61K0.0%+22.9%0.004%
5/11/2023 Nvwm LLC1,514$96K0.0%+39.3%0.006%
5/11/2023Cambridge Investment Research Advisors Inc.244,136$15.53M0.1%-4.3%1.019%
(Data available from 1/1/2016 forward)

AOA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOA shares?

During the previous two years, 48 institutional investors and hedge funds held shares of iShares Core Aggressive Allocation ETF. The most heavily invested institutionals were Assetmark Inc. ($20.65M), Cambridge Investment Research Advisors Inc. ($14.91M), Lbmc Investment Advisors LLC ($10.55M), JPMorgan Chase & Co. ($3.20M), Janney Montgomery Scott LLC ($3.01M), Archford Capital Strategies LLC ($2.21M), and Captrust Financial Advisors ($2.06M).Learn more on AOA's institutional investors.

Which institutional investors have been buying iShares Core Aggressive Allocation ETF stock?

Of the 37 institutional investors that purchased iShares Core Aggressive Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($48.03K), Plan Group Financial LLC ($18.57K), BlueStem Wealth Partners LLC ($13.91K), Waterloo Capital L.P. ($11.08K), Janney Capital Management LLC ($7.97K), Fisher Asset Management LLC ($6.53K), and IFG Advisory LLC ($6.30K).

How much institutional buying is happening at iShares Core Aggressive Allocation ETF?

Institutional investors have bought a total of 160,613 shares in the last 24 months. This purchase volume represents approximately $11.47M in transactions.

Which iShares Core Aggressive Allocation ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold iShares Core Aggressive Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($107.03K), Waterloo Capital L.P. ($95.54K), Cambridge Investment Research Advisors Inc. ($55.71K), CX Institutional ($15.99K), Lbmc Investment Advisors LLC ($13.19K), AdvisorNet Financial Inc ($8.09K), and One Capital Management LLC ($6.12K).

How much institutional selling is happening at iShares Core Aggressive Allocation ETF?

Institutional investors have sold a total of 321,828 shares in the last 24 months. This volume of shares sold represents approximately $22.12M in transactions.


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This page (NYSEARCA:AOA) was last updated on 2/11/2025 by MarketBeat.com Staff
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