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iShares Core Aggressive Allocation ETF (AOA) Institutional Ownership

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$74.24
+0.06 (+0.08%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Core Aggressive Allocation ETF (NYSEARCA:AOA)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$4.81M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.87M
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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
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%
12/11/2023Headinvest 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%
11/9/2023 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%
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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%
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%
2/10/2023CoreCap Advisors LLC2,591$155K0.0%N/A0.011%
2/9/2023 5th Street Advisors LLC9,782$585K0.6%-5.4%0.040%
2/8/2023 Cambridge Investment Research Advisors Inc.255,121$15.24M0.1%-18.7%1.037%
2/6/2023 Parallel Advisors LLC925$55K0.0%+28.3%0.004%
2/3/2023 CX Institutional22,220$1.33M0.1%-6.1%0.090%
2/3/2023 Sugarloaf Wealth Management LLC6,082$363K0.1%-12.3%0.025%
2/1/2023 Janney Montgomery Scott LLC101,952$6.09M0.0%+353.5%0.414%
1/27/2023 Arcus Capital Partners LLC16,068$960K0.4%-8.5%0.065%
1/27/2023 Arbor Investment Advisors LLC4,129$247K0.1%N/A0.017%
1/24/2023 Mascoma Wealth Management LLC2,788$167K0.1%+14.4%0.011%
1/20/2023 Arden Trust Co266,687$15.94M3.2%N/A1.073%
1/10/2023 Lbmc Investment Advisors LLC149,842$8.95M0.9%+0.3%0.527%
12/5/2022LFS Asset Management12,785$709K0.7%-12.3%0.052%
11/23/2022 Gould Capital LLC5,667$314K0.3%+7.5%0.023%
11/16/2022 Sentinus LLC6,132$344K0.2%N/A0.025%
11/15/2022 Nvwm LLC619$34K0.0%+279.8%0.003%
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11/14/2022 United Capital Financial Advisers LLC9,912$550K0.0%+21.6%0.041%
11/14/2022 Bellwether Advisors LLC2,605$144K0.0%+7.9%0.011%
11/9/2022Clear Perspectives Financial Planning LLC1,705$95K0.0%-55.2%0.007%
11/8/2022 Wealthquest Corp12,658$701K0.1%+1.6%0.052%
11/8/2022 5th Street Advisors LLC10,336$573K0.6%-2.8%0.042%
11/4/2022 Cowa LLC647$36K0.0%N/A0.003%
11/4/2022 TRUE Private Wealth Advisors6,083$337K0.1%+14.4%0.025%
10/27/2022 US Bancorp DE1,765$98K0.0%-9.6%0.007%
10/26/2022 Nelson Van Denburg & Campbell Wealth Management Group LLC8,500$471K0.0%-9.8%0.036%
10/25/2022 Janney Montgomery Scott LLC22,479$1.25M0.0%-49.0%0.094%
(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, 51 institutional investors and hedge funds held shares of iShares Core Aggressive Allocation ETF. The most heavily invested institutionals were Assetmark Inc. ($20.65M), Waterloo Capital L.P. ($16.81M), Arden Trust Co ($15.94M), Cambridge Investment Research Advisors Inc. ($14.99M), Lbmc Investment Advisors LLC ($10.26M), Archford Capital Strategies LLC ($2.15M), and Strategic Advocates LLC ($1.82M).Learn more on AOA's institutional investors.

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

Of the 41 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 ($316.62K), Janney Montgomery Scott LLC ($135.96K), Assetmark Inc. ($22.55K), Plan Group Financial LLC ($18.57K), SVB Wealth LLC ($18.28K), LFS Asset Management ($14.57K), and Waterloo Capital L.P. ($11.08K).

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

Institutional investors have bought a total of 598,978 shares in the last 24 months. This purchase volume represents approximately $36.30M 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. ($174.19K), Janney Montgomery Scott LLC ($128.61K), CX Institutional ($17.43K), Lbmc Investment Advisors LLC ($11.57K), TRUE Private Wealth Advisors ($6.81K), AdvisorNet Financial Inc ($5.59K), and One Capital Management LLC ($4.92K).

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

Institutional investors have sold a total of 374,023 shares in the last 24 months. This volume of shares sold represents approximately $23.23M in transactions.


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This page (NYSEARCA:AOA) was last updated on 5/20/2024 by MarketBeat.com Staff

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