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iShares Core Aggressive Allocation ETF (AOA) Institutional Ownership

iShares Core Aggressive Allocation ETF logo
$78.36 +0.22 (+0.28%)
(As of 11/22/2024 ET)

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)
$3.71M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/17/2024Strategic 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%
7/11/2024Strategic 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%
4/3/2024Strategic Advocates LLC24,836$1.82M0.7%+3.8%0.101%
3/5/2024Fisher Asset Management LLC3,263$225K0.0%N/A0.013%
2/16/2024 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%
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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%
2/7/2024Strategic 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%
1/30/2024 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%
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%
8/1/2023 RFP Financial Group LLC469$31K0.0%+269.3%0.002%
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%
7/13/2023 Cambridge 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%
5/11/2023 Cambridge Investment Research Advisors Inc.244,136$15.53M0.1%-4.3%1.019%
5/11/2023 One Capital Management LLC24,992$1.59M0.1%-3.2%0.104%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC8,551$544K0.0%+3.6%0.036%
5/9/2023 US Bancorp DE1,390$88K0.0%-15.7%0.006%
5/5/2023 Bellwether Advisors LLC2,214$141K0.0%-21.8%0.009%
5/5/2023 Assetmark Inc.324,744$20.65M0.1%+1.9%1.356%
5/4/2023 Wealthquest Corp14,132$899K0.1%+5.1%0.058%
5/1/2023 Mascoma Wealth Management LLC1,859$119K0.0%-33.3%0.008%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
4/28/2023 AdvisorNet Financial Inc15,074$959K0.1%-6.7%0.062%
4/28/2023 Janney Montgomery Scott LLC10,266$653K0.0%-89.9%0.042%
4/25/2023 Parallel Advisors LLC1,258$80K0.0%+36.0%0.005%
4/10/2023 Lbmc Investment Advisors LLC150,523$9.57M1.0%+0.5%0.619%
3/6/2023 OLD Mission Capital LLC435$26K0.0%N/A0.002%
2/21/2023Boulder Wealth Advisors LLC869$52K0.0%N/A0.004%
2/14/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC8,252$493K0.0%-2.9%0.034%
2/13/2023 Bellwether Advisors LLC2,831$169K0.0%+8.7%0.012%
2/10/2023 Wealthquest Corp13,452$804K0.1%+6.3%0.055%
2/10/2023 CoreCap Advisors LLC2,591$155K0.0%N/A0.011%
(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), Archford Capital Strategies LLC ($2.27M), Captrust Financial Advisors ($2.06M), and Strategic Advocates LLC ($2.01M).Learn more on AOA's institutional investors.

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

Of the 34 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 453,271 shares in the last 24 months. This purchase volume represents approximately $27.90M in transactions.

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

Of the 26 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 379,383 shares in the last 24 months. This volume of shares sold represents approximately $25.42M in transactions.



This page (NYSEARCA:AOA) was last updated on 11/24/2024 by MarketBeat.com Staff
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