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iShares Core 80/20 Aggressive Allocation ETF (AOA) Institutional Ownership

iShares Core 80/20 Aggressive Allocation ETF logo
$76.98 +1.26 (+1.66%)
Closing price 03/14/2025 04:10 PM Eastern
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$77.92 +0.94 (+1.21%)
As of 03/14/2025 06:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$9.24M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$10.18M
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AOA Institutional Buying and Selling by Quarter

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iShares Core 80/20 Aggressive Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025 Columbia River Financial Group LLC2,984$228K0.2%N/A0.012%
2/18/2025 Continuum Advisory LLC450$34K0.0%-29.7%0.002%
2/17/2025 Weitzel Financial Services Inc.3,783$291K0.1%+10.1%0.015%
2/17/2025 Sentinus LLC8,503$651K0.2%N/A0.033%
2/17/2025 Cahill Financial Advisors Inc.4,918$377K0.1%-3.6%0.019%
2/17/2025 Captrust Financial Advisors24,811$1.90M0.0%-5.0%0.097%
2/17/2025 Ameriprise Financial Inc.23,970$1.84M0.0%-11.3%0.093%
2/14/2025 Integrated Wealth Concepts LLC9,951$762K0.0%+84.8%0.039%
2/13/2025 United Capital Financial Advisors LLC12,957$993K0.0%+8.9%0.051%
2/13/2025 Waterloo Capital L.P.10,537$807K0.1%-29.6%0.041%
2/12/2025 Motley Fool Wealth Management LLC15,830$1.21M0.1%N/A0.062%
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%
12/26/2024 JPMorgan Chase & Co.40,490$3.20M0.0%+5.1%0.158%
11/21/2024 Wealthquest Corp9,017$708K0.1%-2.0%0.035%
11/15/2024 Continuum Advisory LLC640$50K0.0%+42.2%0.002%
11/14/2024 Captrust 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%
10/21/2024 Whittier Trust Co. of Nevada Inc.361$28K0.0%N/A0.001%
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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%
8/12/2024 Waterloo 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%
8/6/2024 Weitzel Financial Services Inc.3,374$252K0.1%+17.8%0.013%
7/31/2024 IFG Advisory LLC6,298$471K0.0%N/A0.025%
7/26/2024 Cambridge 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%
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%
5/17/2024 Comerica 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%
4/25/2024 Cambridge 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%
4/10/2024 Weitzel 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%
2/14/2024 Waterloo 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%
2/9/2024 Cambridge 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%
12/11/2023 Headinvest 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%
11/9/2023 Gould 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%
Jeff Brown's Urgent March 17th Alert (Ad)

Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
10/27/2023 Archford Capital Strategies LLC30,630$1.95M0.4%+1.1%0.124%
10/24/2023 Cambridge 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%
(Data available from 1/1/2016 forward)

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AOA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOA shares?

During the previous two years, 53 institutional investors and hedge funds held shares of iShares Core 80/20 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 ($1.90M).Learn more on AOA's institutional investors.

Which institutional investors have been buying iShares Core 80/20 Aggressive Allocation ETF stock?

Of the 39 institutional investors that purchased iShares Core 80/20 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), Motley Fool Wealth Management LLC ($15.83K), BlueStem Wealth Partners LLC ($13.91K), Waterloo Capital L.P. ($11.08K), Sentinus LLC ($8.50K), and Janney Capital Management LLC ($7.97K).

How much institutional buying is happening at iShares Core 80/20 Aggressive Allocation ETF?

Institutional investors have bought a total of 192,373 shares in the last 24 months. This purchase volume represents approximately $13.93M in transactions.

Which iShares Core 80/20 Aggressive Allocation ETF major shareholders have been selling company stock?

Of the 28 institutional investors that sold iShares Core 80/20 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. ($99.97K), 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 80/20 Aggressive Allocation ETF?

Institutional investors have sold a total of 330,735 shares in the last 24 months. This volume of shares sold represents approximately $22.80M in transactions.


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This page (NYSEARCA:AOA) was last updated on 3/15/2025 by MarketBeat.com Staff
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