AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
US ˙ ARCA ˙ US4642898591

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-05-02 13F Whittier Trust Co Of Nevada Inc 0 −100,00 0
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 1 471 −1,67 123 7,02
2025-05-02 13F Wealthfront Advisers Llc 0 −100,00 0 −100,00
2025-05-12 13F Motley Fool Wealth Management, LLC 0 −100,00 0
2025-07-11 13F Annex Advisory Services, LLC 2 581 −12,48 215 −4,44
2025-08-14 13F Gould Capital, LLC 4 821 −4,74 402 3,88
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-23 13F Elevate Wealth Advisory, Inc 540 −37,79 45 −31,82
2025-07-24 13F JNBA Financial Advisors 6 324 −4,49 527 4,15
2025-04-28 13F Equita Financial Network, Inc. 0 −100,00 0
2025-07-16 13F Signaturefd, Llc 2 067 −0,43 172 8,86
2025-07-24 13F Morton Brown Family Wealth, LLC 191 −32,03 16 −28,57
2025-08-14 13F Harwood Advisory Group, LLC 39 −48,00 3 −40,00
2025-07-18 13F GEN Financial Management, INC. 7 906 −29,18 659 −22,74
2025-08-01 13F Gwn Securities Inc. 5 123 −21,14 429 −13,51
2025-07-16 13F Perigon Wealth Management, LLC 28 900 −0,61 2 410 8,36
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 8 287 −1,58 691 7,30
2025-08-26 13F/A Thrivent Financial For Lutherans 0 −100,00 0 −100,00
2025-07-18 13F SimpliFi, Inc. 7 034 −1,88 587 6,93
2025-07-25 13F Landmark Wealth Management, LLC 2 940 −6,93 0
2025-07-08 13F Choice Wealth Advisors, LLC 3 525 −0,09 294 8,92
2025-07-15 13F Legacy Financial Group LLC 83 115 −1,85 6 932 7,01
2025-07-17 13F Worth Financial Advisory Group, LLC 15 873 −2,24 1 324 6,52
2025-08-14 13F Bank Of America Corp /de/ 123 088 −7,16 10 266 1,22
2025-08-14 13F Raymond James Financial Inc 36 133 −18,11 3 013 −10,73
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-13 13F Plan Group Financial, LLC 15 666 −9,69 1 307 −1,58
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-14 13F Mariner, LLC 16 579 −14,56 1 383 −6,87
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-04-21 13F Janney Capital Management LLC 0 −100,00 0
2025-04-23 13F Phillips Wealth Planners LLC 0 −100,00 0
2025-08-05 13F BCGM Wealth Management, LLC 4 247 −0,07 354 8,92
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-07-23 13F Clear Creek Financial Management, LLC 9 439 −3,87 787 4,79
2025-08-07 13F Allworth Financial LP 31 218 −0,47 2 604 9,42
2025-08-15 13F Morgan Stanley 135 515 −33,35 11 302 −27,34
2025-07-24 13F IFP Advisors, Inc 1 655 −2,88 138 5,38
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-07-17 13F Northwest Wealth Management, Llc 60 962 −0,28 5 084 8,73
2025-04-15 13F Signet Financial Management, Llc 0 −100,00 0
2025-07-01 13F Harbor Investment Advisory, Llc 1 158 −6,16 97 2,13
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-25 13F Courage Miller Partners, LLC 8 301 −1,50 692 7,45
2025-08-04 13F Creative Financial Designs Inc /adv 0 −100,00 0
2025-07-25 13F Concord Wealth Partners 953 −0,21 80 8,22
2025-04-02 13F Marcum Wealth, LLC 0 −100,00 0
2025-08-01 13F Logan Capital Management Inc 0 −100,00 0
2025-07-18 13F Client 1st Advisory Group, Llc 3 316 −9,03 277 −0,72
2025-07-11 13F Diversified Trust Co 10 046 −12,54 838 −4,67
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 259 030 −3,07 21 603 5,68
2025-08-08 13F Hartland & Co., LLC 62 519 −0,98 5 214 7,95
2025-08-08 13F Wealth Alliance 63 194 −1,29 5 270 7,62
2025-08-06 13F Atlas Legacy Advisors, LLC 2 778 −3,47 232 3,13
2025-04-10 13F Smith Anglin Financial, LLC 0 −100,00 0
2025-08-14 13F Financial Strategies Group, Inc. 3 847 −20,29 320 −10,89
2025-08-04 13F Syverson Strege & Co 22 693 −4,74 1 893 3,84
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 1 201 −11,76 100 −3,85
2025-08-13 13F RFP Financial Group LLC 5 972 −1,37 498 7,56
2025-04-28 13F Great Point Wealth Advisors, LLC 6 897 −0,10 528 −0,19
2025-07-29 13F Elevation Capital Advisory, LLC 0 −100,00 0
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 2 194 158 −0,13 2 221 −8,83
2025-08-18 13F/A National Bank Of Canada /fi/ 2 404 −1,64 200 7,53
2025-07-29 13F Salus Financial Advisors, LLC 3 068 −4,72 256 3,66
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 161 080 −9,60 13 0,00
2025-05-09 13F Scotia Capital Inc. 0 −100,00 0
2025-07-15 13F Family Wealth Partners, Llc 2 896 −6,04 242 2,55
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-04-21 13F Martin Worley Group 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 15 524 −58,24 1 295 −54,48
2025-08-14 13F TCG Advisory Services, LLC 0 −100,00 0
2025-08-05 13F Marion Wealth Management 7 130 −14,50 595 −6,75
2025-08-13 13F Transce3nd, LLC 435 −5,84 36 2,86
2025-08-15 13F Captrust Financial Advisors 24 693 −0,50 2 059 8,48
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 3 595 −1,26 300 7,55
2025-08-04 13F Mesirow Financial Investment Management, Inc. 155 076 −6,98 12 933 1,41
2025-07-30 13F Brookstone Capital Management 22 833 −0,26 1 904 8,74
2025-07-30 13F Evermay Wealth Management Llc 14 −41,67 1 0,00
2025-08-07 13F Topel & Distasi Wealth Management, LLC 6 637 −3,35 554 5,33
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-07-25 13F Sovereign Financial Group, Inc. 5 411 −1,06 451 7,89
2025-08-04 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-13 13F West Wealth Group, LLC 5 902 −7,54 496 1,23
2025-07-10 13F Redhawk Wealth Advisors, Inc. 20 365 −6,21 1 698 2,23
2025-07-17 13F Paradigm Financial Partners, Llc 7 343 −11,07 612 −3,01
2025-07-17 13F Patton Albertson Miller Group, Llc 103 591 −5,05 8 639 3,51
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 45 185 −25,40 3 768 −18,69
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-04 13F Assetmark, Inc 267 559 −3,01 22 314 5,73
2025-08-14 13F Harvest Investment Services, LLC 4 061 −0,42 339 8,68
2025-07-21 13F Keystone Financial Group, Inc. 0 −100,00 0
2025-07-17 13F Archford Capital Strategies, LLC 28 719 −0,00 2 395 9,01
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-08-08 13F Thoroughbred Financial Services, Llc 9 741 −31,48 1 −100,00
2025-07-17 13F Lazari Capital Management, Inc. 0 −100,00 0
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-05-06 13F Atria Investments Llc 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 6 467 −11,56 539 −3,58
2025-07-18 13F Philip James Wealth Mangement, LLC 3 252 −1,36 271 7,54
2025-08-12 13F Archvest Wealth Advisors, Inc. 52 050 −1,18 4 341 7,72
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-07-09 13F Lbmc Investment Advisors, Llc 134 824 −0,81 11 244 8,14
2025-08-13 13F Northwestern Mutual Wealth Management Co 4 481 −26,29 374 −19,78
2025-08-08 13F Larson Financial Group LLC 970 −0,82 81 8,11
2025-04-25 13F Strid Group, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 2 844 −6,08 237 2,60
2025-08-13 13F/A StoneX Group Inc. 0 −100,00 0 −100,00
2025-08-05 13F Atlas Private Wealth Advisors 4 006 −0,12 334 9,15
2025-05-14 13F Zacks Investment Management 0 −100,00 0
2025-07-29 13F TrueMark Investments, LLC 0 −100,00 0
2025-08-11 13F TRUE Private Wealth Advisors 12 874 −4,61 1 074 3,97
2025-08-27 13F Cypress Capital Advisors, LLC 7 636 −5,65 637 2,75
2025-07-22 13F Miracle Mile Advisors, LLC 11 934 −8,06 995 0,30
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 27 116 −1,86 2 261 7,00
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-08-14 13F Wells Fargo & Company/mn 114 938 −25,62 9 586 −18,92
2025-08-14 13F Oxford Financial Group Ltd 7 786 −3,78 649 4,85
2025-07-31 13F Washington Trust Advisors, Inc. 685 −0,87 57 9,62
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 56 088 −11,58 4 680 −3,56
2025-08-05 13F Marshall Financial Group Inc /adv 7 877 −0,63 657 8,25
2025-08-06 13F Altrius Capital Management Inc 3 437 −4,02 287 4,76
2025-08-05 13F Peregrine Asset Advisers, Inc. 22 549 −0,75 1 881 8,17
2025-07-22 13F Mascoma Wealth Management LLC 2 275 −1,56 190 7,39
2025-07-14 13F Buttonwood Financial Group, LLC 22 908 −0,14 1 895 14,17
2025-08-15 13F CI Private Wealth, LLC 21 910 −0,20 1 827 8,81
2025-08-13 13F Nicolet Advisory Services, Llc 12 525 −3,63 1 036 10,21
2025-04-09 13F Merit Financial Group, LLC 0 −100,00 0 −100,00
2025-07-29 13F Arcus Capital Partners, LLC 20 529 −21,51 1 712 −14,40
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0
2025-08-05 13F Integrity Financial Corp /WA 6 741 −10,11 562 −1,92
2025-08-11 13F Aptus Capital Advisors, LLC 2 073 −6,58 173 1,78
2025-08-11 13F Trajan Wealth LLC 0 −100,00 0
2025-08-12 13F AlphaCore Capital LLC 1 172 −6,09 98 2,11
2025-07-08 13F Gallacher Capital Management LLC 7 688 −43,52 641 −38,42
2025-08-14 13F Moneta Group Investment Advisors Llc 3 010 −0,43 251 8,66
2025-04-16 13F Kelly Financial Group Llc 0 −100,00 0
2025-07-29 13F Orin Green Financial, LLC 7 664 −1,25 639 13,30
2025-08-07 13F Efficient Advisors, LLC 6 350 −16,13 530 −8,64
2025-08-13 13F Wealthquest Corp 8 710 −2,19 726 6,61
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-23 13F TPG Financial Advisors, LLC 2 769 −3,95 231 4,55
2025-07-23 13F Secured Retirement Advisors, Llc 4 394 −4,50 366 4,27
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0 −100,00
2025-07-30 13F Insight Advisors, LLC/ PA 10 000 −4,67 834 3,87
2025-08-11 13F One Capital Management, LLC 11 116 −50,50 927 −46,01
2025-08-13 13F Beacon Pointe Advisors, LLC 0 −100,00 0
2025-05-02 13F Capital A Wealth Management, LLC 2 891 −60,14 221 −60,18
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