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iShares Core Aggressive Allocation ETF (AOA) Institutional Ownership

iShares Core Aggressive Allocation ETF logo
$76.87 -0.44 (-0.57%)
As of 01/7/2025 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)
20
Total
Institutional Inflows
(last 12 months)
$3.83M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$10.82M
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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
12/26/2024JPMorgan Chase & Co.40,490$3.20M0.0%+5.1%0.158%
11/21/2024Wealthquest 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%
11/8/2024Avior Wealth Management LLC10,084$796K0.0%-6.8%0.039%
11/6/2024Altrius Capital Management Inc3,231$255K0.1%-5.4%0.013%
11/6/2024Cornerstone Planning Group LLC14,061$1.10M0.2%-6.7%0.055%
10/29/2024Nvwm LLC2,933$231K0.1%+6.7%0.011%
10/25/2024Strategic Blueprint LLC3,349$264K0.0%N/A0.013%
10/24/2024Arbor Investment Advisors LLC5,080$401K0.1%+13.4%0.020%
10/22/2024Eastern Bank430$34K0.0%N/A0.002%
10/21/2024RFP Financial Group LLC5,716$451K0.1%+9.7%0.022%
10/21/2024Whittier Trust Co. of Nevada Inc.361$28K0.0%N/A0.001%
10/17/2024Strategic Advocates LLC25,475$2.01M0.7%+6.5%0.099%
10/8/2024Lbmc Investment Advisors LLC139,246$10.99M0.9%-0.5%0.543%
8/26/2024Wealthquest Corp9,198$688K0.1%-1.8%0.036%
8/12/2024Waterloo Capital L.P.9,954$744K0.1%-90.6%0.039%
8/9/2024One 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%
7/25/2024RFP Financial Group LLC5,210$390K0.1%+18.0%0.020%
7/17/2024Archford Capital Strategies LLC30,389$2.27M0.4%+3.6%0.118%
7/17/2024AdvisorNet Financial Inc11,551$864K0.1%+2.0%0.045%
7/11/2024Strategic Advocates LLC23,919$1.79M0.7%-3.7%0.093%
7/11/2024Lbmc Investment Advisors LLC139,950$10.47M0.9%+0.2%0.546%
5/17/2024Comerica Bank5,760$423K0.0%-9.1%0.022%
5/9/2024RFP Financial Group LLC4,415$324K0.1%+405.7%0.017%
5/9/2024Wealthquest Corp9,368$688K0.1%-7.2%0.037%
5/8/2024Cornerstone Planning Group LLC14,294$1.03M0.3%-1.0%0.056%
5/7/2024Nvwm LLC2,636$194K0.1%+32.7%0.010%
4/25/2024Cambridge Investment Research Advisors Inc.204,084$14.99M0.1%-5.1%0.797%
4/24/2024Archford Capital Strategies LLC29,321$2.15M0.4%-1.8%0.115%
4/23/2024Arbor Investment Advisors LLC4,969$365K0.1%+12.7%0.019%
4/12/2024AdvisorNet Financial Inc11,326$832K0.1%+7.2%0.046%
4/12/2024Lbmc Investment Advisors LLC139,630$10.26M0.9%-0.6%0.566%
4/10/2024Weitzel Financial Services Inc.2,864$209K0.1%N/A0.012%
4/3/2024Strategic Advocates LLC24,836$1.82M0.7%+3.8%0.101%
3/5/2024Fisher Asset Management LLC3,263$225K0.0%N/A0.013%
2/16/2024Wealthquest Corp10,091$697K0.1%-20.9%0.041%
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2/14/2024Waterloo Capital L.P.243,462$16.81M2.7%+4.8%0.988%
2/12/2024Parallel 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%
2/8/2024Janney Montgomery Scott LLC7,345$507K0.0%-55.1%0.030%
2/8/2024Janney Capital Management LLC4,404$304K0.0%N/A0.018%
2/8/2024Nvwm LLC1,986$137K0.0%+8.2%0.008%
2/7/2024One Capital Management LLC20,766$1.43M0.1%-15.7%0.084%
2/7/2024Strategic Advocates LLC23,917$1.65M0.7%+6.0%0.097%
2/6/2024Fisher Asset Management LLC3,263$225K0.0%N/A0.013%
2/1/2024 GAMMA Investing LLC495$34K0.0%N/A0.002%
1/30/2024Avior Wealth Management LLC7,660$529K0.0%-3.5%0.031%
1/29/2024Plan Group Financial LLC16,622$1.15M1.0%-10.5%0.067%
1/24/2024Mascoma Wealth Management LLC2,650$183K0.1%+9.1%0.011%
1/19/2024AdvisorNet Financial Inc10,568$730K0.1%-6.9%0.043%
1/16/2024Lbmc Investment Advisors LLC140,509$9.70M0.9%-0.6%0.570%
1/12/2024Archford Capital Strategies LLC29,861$2.06M0.4%-2.5%0.121%
12/11/2023Headinvest LLC473$30K0.0%N/A0.002%
11/13/2023Sugarloaf Wealth Management LLC6,239$396K0.1%+2.9%0.025%
11/13/2023Plan Group Financial LLC18,569$1.18M0.8%N/A0.075%
11/9/2023Gould Capital LLC5,031$317K0.3%-12.9%0.020%
11/9/2023One Capital Management LLC24,639$1.56M0.1%-0.8%0.100%
11/8/2023Cornerstone Planning Group LLC12,833$815K0.3%+20.8%0.052%
11/8/2023Janney Montgomery Scott LLC16,371$1.04M0.0%+314.2%0.066%
10/27/2023Archford 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%
10/18/2023CX Institutional4,252$270K0.0%-79.0%0.017%
10/17/2023Avior Wealth Management LLC7,937$504K0.0%-5.5%0.032%
10/12/2023AdvisorNet Financial Inc11,354$721K0.1%-16.5%0.046%
10/5/2023Lbmc Investment Advisors LLC141,404$8.79M0.9%-4.4%0.574%
8/10/2023Altrius Capital Management Inc3,458$229K0.1%-16.2%0.014%
8/8/2023Nvwm LLC1,764$117K0.0%+16.5%0.007%
8/4/2023Parallel Advisors LLC2,158$143K0.0%+71.5%0.009%
8/2/2023Archford Capital Strategies LLC30,303$2.04M0.4%-5.1%0.127%
8/1/2023RFP Financial Group LLC469$31K0.0%+269.3%0.002%
7/31/2023WealthPLAN Partners LLC9,634$639K0.1%+22.6%0.040%
7/26/2023Janney Montgomery Scott LLC3,952$262K0.0%-61.5%0.017%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC8,399$557K0.0%-1.8%0.035%
7/17/2023Lbmc Investment Advisors LLC147,860$9.81M1.0%-1.8%0.617%
7/14/2023AdvisorNet Financial Inc13,597$902K0.1%-9.8%0.057%
7/14/2023Harbor 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%
5/15/2023CKW Financial Group955$61K0.0%+22.9%0.004%
5/11/2023Nvwm LLC1,514$96K0.0%+39.3%0.006%
5/11/2023Cambridge Investment Research Advisors Inc.244,136$15.53M0.1%-4.3%1.019%
5/11/2023One Capital Management LLC24,992$1.59M0.1%-3.2%0.104%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC8,551$544K0.0%+3.6%0.036%
5/9/2023US Bancorp DE1,390$88K0.0%-15.7%0.006%
5/5/2023Bellwether Advisors LLC2,214$141K0.0%-21.8%0.009%
5/5/2023Assetmark Inc.324,744$20.65M0.1%+1.9%1.356%
5/4/2023Wealthquest Corp14,132$899K0.1%+5.1%0.058%
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5/1/2023Mascoma Wealth Management LLC1,859$119K0.0%-33.3%0.008%
4/28/2023AdvisorNet Financial Inc15,074$959K0.1%-6.7%0.062%
4/28/2023Janney Montgomery Scott LLC10,266$653K0.0%-89.9%0.042%
4/25/2023Parallel Advisors LLC1,258$80K0.0%+36.0%0.005%
4/10/2023Lbmc Investment Advisors LLC150,523$9.57M1.0%+0.5%0.619%
3/6/2023OLD Mission Capital LLC435$26K0.0%N/A0.002%
2/21/2023Boulder Wealth Advisors LLC869$52K0.0%N/A0.004%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC8,252$493K0.0%-2.9%0.034%
2/13/2023Bellwether Advisors LLC2,831$169K0.0%+8.7%0.012%
2/10/2023Wealthquest Corp13,452$804K0.1%+6.3%0.055%
(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, 47 institutional investors and hedge funds held shares of iShares Core Aggressive Allocation ETF. The most heavily invested institutionals were Assetmark Inc. ($20.65M), Arden Trust Co ($15.94M), Cambridge Investment Research Advisors Inc. ($14.91M), Lbmc Investment Advisors LLC ($10.99M), JPMorgan Chase & Co. ($3.20M), Archford Capital Strategies LLC ($2.27M), 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 35 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: Arden Trust Co ($266.69K), Janney Montgomery Scott LLC ($91.89K), Plan Group Financial LLC ($18.57K), Waterloo Capital L.P. ($11.08K), Fisher Asset Management LLC ($6.53K), IFG Advisory LLC ($6.30K), and Assetmark Inc. ($6.16K).

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

Institutional investors have bought a total of 455,237 shares in the last 24 months. This purchase volume represents approximately $28.06M 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: Cambridge Investment Research Advisors Inc. ($114.47K), Janney Montgomery Scott LLC ($107.03K), Waterloo Capital L.P. ($95.54K), CX Institutional ($17.43K), Lbmc Investment Advisors LLC ($11.60K), One Capital Management LLC ($6.12K), and AdvisorNet Financial Inc ($5.59K).

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

Institutional investors have sold a total of 377,594 shares in the last 24 months. This volume of shares sold represents approximately $25.32M in transactions.


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This page (NYSEARCA:AOA) was last updated on 1/8/2025 by MarketBeat.com Staff
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