Who owns Ishares Tr s^p aggr all?
- Ticker: AOA
- CUSIP Number: 464289859
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr s^p aggr all with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr s^p aggr all stock
Who bought or sold Ishares Tr s^p aggr all this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| NorthStar Asset Management | 2.2M | $2.8M | 100% | Dec 2023 |
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| Wells Fargo & Company | 1.2M | $81M | 787% | Dec 2023 |
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| Rockefeller Capital Management | 465k | $32M | 8% | Dec 2023 |
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| Raymond James & Associates | 373k | $26M | 1291% | Dec 2023 |
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| Assetmark | 302k | $21M | -7% | Dec 2023 |
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| Cambridge Investment Research Advisors | 215k | $15M | -3% | Dec 2023 |
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| Stifel Financial | 195k | $13M | 784% | Dec 2023 |
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| Commonwealth Equity Services | 155k | $11M | 80% | Dec 2023 |
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| LBMC Investment Advisors | 140k | $10M | -1% | Mar 2024 |
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| Bank of America Corporation | 119k | $8.2M | -10% | Dec 2023 |
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| Patton Albertson & Miller | 115k | $7.9M | 2% | Dec 2023 |
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| Warren Averett Asset Management | 80k | $5.5M | 0% | Dec 2023 |
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| First Ascent Asset Management | 80k | $5.5M | 7% | Dec 2023 |
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| Northwest Wealth Management | 79k | $5.5M | 2% | Dec 2023 |
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| Legacy Financial Group | 72k | $5.3M | 100% | Mar 2024 |
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| Unique Wealth | 71k | $5.2M | 5% | Mar 2024 |
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| Wealth Alliance | 67k | $4.6M | -2% | Dec 2023 |
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| Ellenbecker Investment Group | 64k | $4.7M | 11% | Mar 2024 |
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| Consilium Wealth Advisory | 57k | $4.0M | 5% | Dec 2023 |
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| Dynamic Advisors Solutions | 57k | $4.1M | 316% | Mar 2024 |
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| Aveo Capital Partners | 56k | $3.9M | 2% | Dec 2023 |
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| Kestra Private Wealth Services | 51k | $3.5M | 100% | Dec 2023 |
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| Comprehensive Portfolio Management | 49k | $3.4M | 3% | Dec 2023 |
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| RIA Advisory Group | 46k | $1.2M | 200% | Dec 2023 |
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| Fort Henry Capital | 46k | $3.2M | -8% | Dec 2023 |
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| Archvest Wealth Advisors | 45k | $3.1M | 10% | Dec 2023 |
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| Strategic Financial | 44k | $3.1M | -3% | Dec 2023 |
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| AE Wealth Management | 42k | $2.9M | 3% | Dec 2023 |
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| Charles Schwab Trust | 38k | $2.8M | 100% | Mar 2024 |
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| Royal Bank of Canada | 38k | $2.6M | 61% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 38k | $2.8M | -17% | Mar 2024 |
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| Steel Peak Wealth Management | 37k | $2.7M | 2% | Mar 2024 |
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| Canal Capital Management | 36k | $2.5M | -1% | Dec 2023 |
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| Weaver Consulting Group | 34k | $2.5M | -2% | Mar 2024 |
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| Marino, Stram & Associates | 33k | $2.3M | 0% | Dec 2023 |
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| Trilogy Capital | 33k | $2.4M | -22% | Mar 2024 |
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| Captrust Financial Advisors | 30k | $2.1M | 7% | Dec 2023 |
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| Sigma Planning | 30k | $2.1M | -43% | Dec 2023 |
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| Archford Capital Strategies | 30k | $2.1M | -3% | Dec 2023 |
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| UBS Group | 30k | $2.0M | 8% | Dec 2023 |
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| HPM Partners | 29k | $2.0M | 4% | Dec 2023 |
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| Brookstone Capital Management | 28k | $2.1M | 4% | Mar 2024 |
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| Hanson McClain Advisors | 28k | $2.0M | 4% | Dec 2023 |
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| Kestra Advisory Services | 28k | $1.9M | -6% | Dec 2023 |
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| Mutual Advisors | 28k | $1.9M | 3% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 28k | $1.9M | 1% | Dec 2023 |
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| Adviser Investments | 28k | $1.9M | 454% | Dec 2023 |
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| Advisor Group Holdings | 27k | $1.9M | -15% | Dec 2023 |
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| Syverson Strege & Co | 26k | $1.8M | 2% | Dec 2023 |
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| Peregrine Asset Advisers | 25k | $1.8M | 1% | Dec 2023 |
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| CI Private Wealth | 25k | $1.7M | -11% | Dec 2023 |
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| Strategic Advocates | 25k | $1.8M | 4% | Mar 2024 |
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| Visionary Wealth Advisors | 23k | $1.6M | -2% | Dec 2023 |
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| Jane Street | 23k | $1.6M | -52% | Dec 2023 |
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| Arcus Capital Partners | 22k | $1.5M | 39% | Dec 2023 |
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| Buttonwood Financial Group | 22k | $1.6M | -1% | Mar 2024 |
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| Venturi Wealth Management | 22k | $1.5M | 3% | Dec 2023 |
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| ODonnell Financial Services | 21k | $1.5M | 100% | Dec 2023 |
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| RTD Financial Advisors | 21k | $1.4M | -77% | Dec 2023 |
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| One Capital Management | 21k | $1.4M | -16% | Dec 2023 |
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| Financial Advocates Investment Management | 21k | $1.5M | 50% | Dec 2023 |
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| Private Advisor | 21k | $1.4M | 15% | Dec 2023 |
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| Greystone Financial Group | 20k | $1.4M | -1% | Dec 2023 |
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| Capital Insight Partners | 19k | $1.4M | -3% | Mar 2024 |
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| Redhawk Wealth Advisors | 19k | $1.3M | 2% | Dec 2023 |
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| Mariner Wealth Advisors | 19k | $1.3M | 42% | Dec 2023 |
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| Wealth Forward | 18k | $1.3M | 100% | Dec 2023 |
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| Cynosure Management | 18k | $1.3M | 0% | Dec 2023 |
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| Corrigan Financial | 18k | $1.2M | 3% | Dec 2023 |
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| Raymond James Financial Services Advisors | 17k | $1.2M | 7% | Dec 2023 |
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| Citadel Advisors | 17k | $1.2M | 100% | Dec 2023 |
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| Plan Group Financial | 17k | $1.1M | -10% | Dec 2023 |
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| Garrett Investment Advisors | 16k | $1.1M | 2% | Mar 2024 |
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| TRUE Private Wealth Advisors | 15k | $1.1M | 36% | Dec 2023 |
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| Worth Financial Advisory Group | 15k | $1.0M | 0% | Dec 2023 |
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| Cornerstone Planning Group | 14k | $997k | 13% | Dec 2023 |
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| Mercer Global Advisors | 14k | $990k | -9% | Dec 2023 |
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| Atria Wealth Solutions | 14k | $944k | 43% | Dec 2023 |
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| Lincoln National | 13k | $902k | -7% | Dec 2023 |
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| Advisory Services Network | 13k | $889k | 117% | Dec 2023 |
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| JNBA Financial Advisors | 13k | $874k | 5% | Dec 2023 |
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| Diversified Trust Company | 12k | $913k | 11% | Mar 2024 |
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| Insight Advisors, LLC/ PA | 12k | $845k | 1% | Dec 2023 |
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| Creative Planning | 12k | $830k | 13% | Dec 2023 |
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| Clear Creek Financial Management | 12k | $821k | 6% | Dec 2023 |
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| Efficient Advisors | 11k | $786k | -2% | Dec 2023 |
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| AdvisorNet Financial | 11k | $832k | 7% | Mar 2024 |
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| HighTower Advisors | 11k | $780k | -3% | Dec 2023 |
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| United Capital Financial Advisers | 11k | $774k | -16% | Dec 2023 |
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| Mainsail Asset Management | 11k | $820k | 0% | Mar 2024 |
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| Lido Advisors | 11k | $771k | 2% | Dec 2023 |
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| Tempus Wealth Planning | 11k | $743k | -3% | Dec 2023 |
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| McKinley Carter Wealth Services | 11k | $737k | 0% | Dec 2023 |
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| Kuehl Shepherd Kozlowski & Associates | 11k | $737k | -5% | Dec 2023 |
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| Integrity Financial Corp | 11k | $725k | -4% | Dec 2023 |
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| Wealthquest | 10k | $697k | -21% | Dec 2023 |
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| Lodestar Private Asset Management | 10k | $695k | 7% | Dec 2023 |
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| Jpmorgan Chase & Co | 10k | $689k | 300% | Dec 2023 |
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| Fifth Third Bancorp | 9.4k | $646k | -73% | Dec 2023 |
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| Courage Miller Partners | 9.3k | $685k | 0% | Mar 2024 |
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| We Are One Seven | 9.2k | $638k | 4% | Dec 2023 |
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| High Falls Advisors | 9.1k | $627k | 2% | Dec 2023 |
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| Western Wealth Management | 8.9k | $617k | 1% | Dec 2023 |
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| ValMark Advisers | 8.6k | $591k | 0% | Dec 2023 |
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| SimpliFi | 8.5k | $538k | 0% | Dec 2023 |
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| Forte Asset Management | 8.2k | $569k | 0% | Dec 2023 |
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| Great Point Wealth Advisors | 8.2k | $567k | 0% | Dec 2023 |
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| Feltz Wealth PLAN | 8.1k | $561k | -16% | Dec 2023 |
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| Aspiriant | 8.0k | $589k | -24% | Mar 2024 |
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| Miracle Mile Advisors | 7.7k | $566k | 27% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 7.7k | $529k | -3% | Dec 2023 |
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| SRS Capital Advisors | 7.5k | $518k | 16% | Dec 2023 |
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| Janney Montgomery Scott | 7.3k | $507k | -55% | Dec 2023 |
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| Fidato Wealth | 7.2k | $531k | -1% | Mar 2024 |
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| Boston Standard Wealth Management | 7.2k | $531k | -3% | Mar 2024 |
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| Orin Green Financial | 7.2k | $496k | -2% | Dec 2023 |
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| BCGM Wealth Management | 7.1k | $489k | 4% | Dec 2023 |
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| Corepath Wealth Partners | 7.0k | $476k | 29% | Dec 2023 |
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| Steward Partners Investment Advisory | 6.9k | $476k | 144% | Dec 2023 |
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| Marshall Financial Group | 6.9k | $474k | 8% | Dec 2023 |
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| Flow Traders US | 6.7k | $462k | 100% | Dec 2023 |
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| Stratos Wealth Partners | 6.6k | $485k | 3% | Mar 2024 |
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| Lane & Associates | 6.5k | $476k | 0% | Mar 2024 |
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| Paradigm Financial Partners | 6.3k | $435k | -20% | Dec 2023 |
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| Sugarloaf Wealth Management | 6.3k | $435k | 1% | Dec 2023 |
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| Marion Wealth Management | 6.2k | $452k | 12% | Mar 2024 |
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| Cape Investment Advisory | 6.1k | $421k | 17% | Dec 2023 |
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| Tarbox | 6.1k | $445k | 40% | Mar 2024 |
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| West Wealth Group | 5.9k | $411k | 1% | Dec 2023 |
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| TBH Global Asset Management | 5.9k | $409k | -78% | Dec 2023 |
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| Capital Investment Advisory Services | 5.9k | $406k | -6% | Dec 2023 |
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| Mountain Capital Investment Advisors | 5.7k | $392k | 4% | Dec 2023 |
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| Kingsview Wealth Management | 5.7k | $391k | -24% | Dec 2023 |
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| Klingman & Associates | 5.6k | $387k | 0% | Dec 2023 |
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| Cornerstone Wealth Management | 5.4k | $370k | 0% | Dec 2023 |
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| Swp Financial | 5.3k | $368k | 100% | Dec 2023 |
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| GW & Wade | 5.3k | $364k | 100% | Dec 2023 |
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| Gallacher Capital Management | 5.2k | $359k | 5% | Dec 2023 |
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| Mezzasalma Advisors | 5.2k | $358k | -2% | Dec 2023 |
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| Source Financial Advisors | 5.2k | $356k | 7% | Dec 2023 |
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| Gould Capital | 5.0k | $347k | 0% | Dec 2023 |
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| Sovereign Financial Group | 5.0k | $366k | -3% | Mar 2024 |
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| My Legacy Advisors | 4.9k | $340k | 8% | Dec 2023 |
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| Thoroughbred Financial Services | 4.9k | $335k | 0% | Dec 2023 |
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| Wilbanks Smith & Thomas Asset Management | 4.8k | $333k | 2% | Dec 2023 |
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| Keebeck Wealth Management | 4.6k | $320k | 14% | Dec 2023 |
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| Aquire Wealth Advisors | 4.6k | $315k | 12% | Dec 2023 |
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| CX Institutional | 4.5k | $328k | 7% | Mar 2024 |
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| Landmark Wealth Management | 4.5k | $308k | 7% | Dec 2023 |
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| Central Trust & Investment | 4.5k | $308k | -17% | Dec 2023 |
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| Financial Strategies Group | 4.3k | $317k | -4% | Mar 2024 |
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| JFS Wealth Advisors | 4.2k | $288k | -41% | Dec 2023 |
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| Harbour Investments | 4.1k | $285k | -54% | Dec 2023 |
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| Meridian Wealth Management | 4.0k | $274k | -47% | Dec 2023 |
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| Buckingham Strategic Partners | 3.9k | $271k | -40% | Dec 2023 |
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| Guardian Financial Partners | 3.2k | $219k | -45% | Dec 2023 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.1k | $229k | -35% | Mar 2024 |
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Who sold out of Ishares Tr s^p aggr all?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Sep 2023 | 15k | $935k |
| EisnerAmper Wealth Management Corporate Benefits | Sep 2023 | 11k | $726k |
| Brighton Jones | Sep 2023 | 8.9k | $564k |