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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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 | $2.2M | 0% | Jun 2024 |
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Rockefeller Capital Management | 479k | $36M | 3% | Jun 2024 |
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Assetmark | 275k | $21M | -21% | Jun 2024 |
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GeoWealth Management | 213k | $16M | 172% | Jun 2024 |
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Cambridge Investment Research Advisors | 199k | $15M | -2% | Jun 2024 |
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Mesirow Financial Investment Management International Equity | 169k | $13M | -1% | Jun 2024 |
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LBMC Investment Advisors | 140k | $11M | 0% | Jun 2024 |
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LPL Financial | 140k | $10M | -6% | Jun 2024 |
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Bank of America Corporation | 133k | $10M | 0% | Jun 2024 |
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Patton Albertson & Miller | 111k | $8.3M | -2% | Jun 2024 |
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Commonwealth Equity Services | 100k | $7.4M | -4% | Jun 2024 |
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Morgan Stanley | 92k | $12M | 0% | Jun 2024 |
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Legacy Financial Group | 83k | $6.2M | 16% | Jun 2024 |
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Unique Wealth | 79k | $6.2M | 0% | Sep 2024 |
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Ellenbecker Investment Group | 74k | $5.5M | 17% | Jun 2024 |
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Northwest Wealth Management | 69k | $5.2M | -14% | Jun 2024 |
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Foundations Investment Advisors | 67k | $5.0M | 100% | Jun 2024 |
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Wealth Alliance | 66k | $4.9M | -1% | Jun 2024 |
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Kestra Private Wealth Services | 64k | $4.8M | 5% | Jun 2024 |
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Wells Fargo & Company | 62k | $4.6M | -6% | Jun 2024 |
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Aveo Capital Partners | 62k | $4.6M | 5% | Jun 2024 |
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Jane Street | 61k | $4.5M | -51% | Jun 2024 |
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Hartland & Co | 59k | $4.4M | 37016% | Jun 2024 |
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Consilium Wealth Advisory | 58k | $4.3M | 0% | Jun 2024 |
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Archvest Wealth Advisors | 53k | $3.9M | 16% | Jun 2024 |
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Comprehensive Portfolio Management | 46k | $3.4M | -4% | Jun 2024 |
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Fort Henry Capital | 44k | $3.3M | -3% | Jun 2024 |
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Federation des caisses Desjardins du Quebec | 44k | $3.3M | 0% | Jun 2024 |
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Elevation Capital Advisory | 43k | $3.2M | 100% | Jun 2024 |
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Goss Wealth Management | 40k | $3.0M | -1% | Jun 2024 |
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Jpmorgan Chase & Co | 39k | $2.9M | 150% | Jun 2024 |
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Financial Advocates Investment Management | 38k | $2.9M | -8% | Jun 2024 |
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Steel Peak Wealth Management | 38k | $2.8M | 1% | Jun 2024 |
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Canal Capital Management | 37k | $2.8M | 0% | Jun 2024 |
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Kestra Advisory Services | 35k | $2.4M | 25% | Jun 2024 |
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Weaver Consulting Group | 34k | $2.6M | 0% | Jun 2024 |
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Trilogy Capital | 34k | $2.5M | 3% | Jun 2024 |
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Marino, Stram & Associates | 33k | $2.5M | 0% | Jun 2024 |
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Wealth Enhancement Advisory Services | 32k | $2.4M | -14% | Jun 2024 |
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Archford Capital Strategies | 30k | $2.3M | 4% | Jun 2024 |
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Prosperity Consulting Group | 30k | $2.2M | 25% | Jun 2024 |
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Hanson McClain Advisors | 30k | $2.2M | 0% | Jun 2024 |
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HPM Partners | 28k | $2.1M | 0% | Jun 2024 |
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Mutual Advisors | 28k | $2.1M | 5% | Jun 2024 |
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Stifel Financial | 28k | $2.1M | 16% | Jun 2024 |
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Brookstone Capital Management | 28k | $2.1M | -3% | Jun 2024 |
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Perigon Wealth Management | 28k | $2.1M | 100% | Jun 2024 |
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CliftonLarsonAllen Wealth Advisors | 27k | $2.0M | 1% | Jun 2024 |
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Plan Group Financial | 27k | $2.0M | 29% | Jun 2024 |
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Syverson Strege & Co | 26k | $2.0M | 0% | Jun 2024 |
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Citadel Advisors | 26k | $2.0M | 193% | Jun 2024 |
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Captrust Financial Advisors | 26k | $2.0M | -3% | Jun 2024 |
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Adviser Investments | 26k | $1.9M | 0% | Jun 2024 |
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ODonnell Financial Services | 25k | $1.9M | 16% | Jun 2024 |
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Royal Bank of Canada | 24k | $1.8M | 2% | Jun 2024 |
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RTD Financial Advisors | 24k | $1.8M | 0% | Jun 2024 |
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Strategic Advocates | 24k | $1.8M | -4% | Jun 2024 |
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Peregrine Asset Advisers | 24k | $1.8M | -5% | Jun 2024 |
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CI Private Wealth | 24k | $1.8M | -6% | Jun 2024 |
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Arcus Capital Partners | 23k | $1.7M | 4% | Jun 2024 |
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Wealth Forward | 23k | $1.7M | 10% | Jun 2024 |
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Greystone Financial Group | 22k | $1.7M | 0% | Jun 2024 |
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Buttonwood Financial Group | 22k | $1.6M | 1% | Jun 2024 |
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Somnio Financial Group | 22k | $1.7M | 0% | Sep 2024 |
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Visionary Wealth Advisors | 21k | $1.6M | -9% | Jun 2024 |
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Venturi Wealth Management | 21k | $1.6M | 3% | Jun 2024 |
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Cetera Investment Advisers | 20k | $1.5M | -3% | Jun 2024 |
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Susquehanna International | 20k | $1.5M | 46% | Jun 2024 |
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Redhawk Wealth Advisors | 20k | $1.5M | -4% | Jun 2024 |
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Private Advisor | 20k | $1.5M | 3% | Jun 2024 |
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Capital Insight Partners | 20k | $1.5M | 1% | Jun 2024 |
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One Capital Management | 18k | $1.3M | -6% | Jun 2024 |
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Mariner Wealth Advisors | 18k | $1.3M | -1% | Jun 2024 |
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FinTrust Capital Advisors | 17k | $1.3M | -1% | Jun 2024 |
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Garrett Investment Advisors | 17k | $1.3M | 8% | Jun 2024 |
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Corrigan Financial | 16k | $1.3M | 3% | Sep 2024 |
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Colony | 16k | $1.2M | 99% | Jun 2024 |
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Raymond James Financial Services Advisors | 16k | $1.2M | 5% | Jun 2024 |
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Tobias Financial Advisors | 16k | $1.2M | 13% | Jun 2024 |
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TRUE Private Wealth Advisors | 16k | $1.2M | 3% | Jun 2024 |
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Worth Financial Advisory Group | 15k | $1.1M | 5% | Jun 2024 |
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Atria Wealth Solutions | 15k | $1.1M | 1% | Jun 2024 |
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Summit Wealth Partners | 14k | $1.1M | 6% | Jun 2024 |
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Creative Planning | 14k | $1.0M | 9% | Jun 2024 |
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Insight Advisors, LLC/ PA | 13k | $998k | 1% | Jun 2024 |
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Tempus Wealth Planning | 13k | $997k | 21% | Jun 2024 |
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Diversified Trust Company | 13k | $971k | 4% | Jun 2024 |
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Miracle Mile Advisors | 13k | $940k | 63% | Jun 2024 |
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Clear Creek Financial Management | 13k | $931k | 0% | Jun 2024 |
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Mercer Global Advisors | 12k | $919k | -7% | Jun 2024 |
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United Capital Financial Advisers | 12k | $896k | 3% | Jun 2024 |
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AdvisorNet Financial | 12k | $864k | 2% | Jun 2024 |
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Mainsail Asset Management | 11k | $835k | 0% | Jun 2024 |
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HighTower Advisors | 11k | $822k | -3% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 11k | $810k | 41% | Jun 2024 |
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Raymond James & Associates | 11k | $809k | 6% | Jun 2024 |
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Lodestar Private Asset Management | 11k | $797k | -2% | Jun 2024 |
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Efficient Advisors | 10k | $761k | -6% | Jun 2024 |
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Lido Advisors | 10k | $757k | -4% | Jun 2024 |
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McKinley Carter Wealth Services | 10k | $753k | 3% | Jun 2024 |
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Waterloo Capital | 10k | $744k | -91% | Jun 2024 |
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Envestnet Asset Management | 9.5k | $713k | 26% | Jun 2024 |
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World Equity Group | 9.4k | $704k | 5% | Jun 2024 |
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Two Sigma Securities | 9.4k | $699k | 100% | Jun 2024 |
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ValMark Advisers | 9.3k | $698k | 1% | Jun 2024 |
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Syntrinsic | 9.3k | $671k | -1% | Jun 2024 |
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Courage Miller Partners | 9.3k | $693k | -1% | Jun 2024 |
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High Falls Advisors | 9.3k | $693k | 2% | Jun 2024 |
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Wealthquest | 9.2k | $688k | -2% | Jun 2024 |
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We Are One Seven | 9.0k | $670k | 14% | Jun 2024 |
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Integrity Financial Corp | 8.9k | $665k | -11% | Jun 2024 |
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AE Wealth Management | 8.6k | $641k | -21% | Jun 2024 |
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Brighton Jones | 8.5k | $632k | 0% | Jun 2024 |
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Dynamic Advisors Solutions | 8.4k | $632k | -85% | Jun 2024 |
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SRS Capital Advisors | 8.4k | $625k | 2% | Jun 2024 |
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Marshall Financial Group | 8.2k | $616k | 15% | Jun 2024 |
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SimpliFi | 8.0k | $596k | -12% | Jun 2024 |
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Maia Wealth | 7.9k | $601k | 100% | Jun 2024 |
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Orin Green Financial | 7.4k | $553k | 0% | Jun 2024 |
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JNBA Financial Advisors | 7.3k | $543k | -8% | Jun 2024 |
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Boston Standard Wealth Management | 7.1k | $533k | -1% | Jun 2024 |
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Mountain Capital Investment Advisors | 7.1k | $540k | 26% | Jun 2024 |
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Marion Wealth Management | 7.0k | $521k | 13% | Jun 2024 |
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Great Point Wealth Advisors | 6.9k | $519k | 0% | Jun 2024 |
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Steward Partners Investment Advisory | 6.9k | $516k | 0% | Jun 2024 |
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Aspiriant | 6.8k | $509k | -15% | Jun 2024 |
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Lane & Associates | 6.5k | $486k | 0% | Jun 2024 |
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Stratos Wealth Partners | 6.4k | $481k | -3% | Jun 2024 |
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Sugarloaf Wealth Management | 6.3k | $472k | 0% | Jun 2024 |
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IFG Advisory | 6.3k | $471k | 100% | Jun 2024 |
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Resources Investment Advisors | 6.2k | $465k | 2% | Jun 2024 |
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Kingsview Wealth Management | 6.2k | $464k | 8% | Jun 2024 |
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Advisory Services Network | 6.2k | $462k | -2% | Jun 2024 |
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West Wealth Group | 6.2k | $460k | 4% | Jun 2024 |
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Cape Investment Advisory | 6.0k | $451k | 0% | Jun 2024 |
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Tarbox | 6.0k | $450k | -1% | Jun 2024 |
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TCG Advisory Services | 5.6k | $421k | 45% | Jun 2024 |
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Klingman & Associates | 5.6k | $419k | 0% | Jun 2024 |
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Brian McDonald | 5.4k | $405k | -6% | Jun 2024 |
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Source Financial Advisors | 5.4k | $405k | -1% | Jun 2024 |
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Cornerstone Wealth Management | 5.4k | $402k | 0% | Jun 2024 |
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Integrated Wealth Concepts | 5.3k | $396k | 3% | Jun 2024 |
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RFP Financial Group | 5.2k | $390k | 18% | Jun 2024 |
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Western Wealth Management | 5.2k | $388k | 0% | Jun 2024 |
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Swp Financial | 5.1k | $382k | -3% | Jun 2024 |
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Ohe Financial | 5.1k | $380k | 0% | Jun 2024 |
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Thoroughbred Financial Services | 5.0k | $374k | 25% | Jun 2024 |
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Gould Capital | 5.0k | $371k | 0% | Jun 2024 |
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Integrity Wealth Solutions | 4.8k | $360k | 16% | Jun 2024 |
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Regal Investment Advisors | 4.7k | $352k | 100% | Jun 2024 |
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Renaissance Technologies | 4.7k | $352k | -67% | Jun 2024 |
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Gallacher Capital Management | 4.6k | $345k | -12% | Jun 2024 |
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Arbor Investment Advisors | 4.5k | $335k | -10% | Jun 2024 |
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Sovereign Financial Group | 4.4k | $326k | -13% | Jun 2024 |
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Capital Investment Advisory Services | 3.3k | $248k | -43% | Jun 2024 |
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My Legacy Advisors | 3.1k | $232k | -39% | Jun 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 |
---|---|---|---|
Sigma Planning | Mar 2024 | 57k | $4.1M |
Charles Schwab Trust | Mar 2024 | 38k | $2.8M |
Goldman Sachs Group | Mar 2024 | 23k | $1.7M |
Lincoln National | Mar 2024 | 13k | $959k |
Capital Advisors | Mar 2024 | 11k | $821k |
Kuehl Shepherd Kozlowski & Associates | Mar 2024 | 8.8k | $643k |
Ground Swell Capital | Mar 2024 | 5.6k | $413k |