AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF - Institutionelles Eigentümerschaft - Verkäufer

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

Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-05-12 13F One Capital Management, LLC 0 -100,00 0
2026-05-07 13F Fidato Wealth LLC 7.821 -3,74 692 -4,81
2026-02-13 13F RFP Financial Group LLC 0 -100,00 0
2026-05-20 13F Hobbs Group Advisors, LLC 10.081 -38,39 892 -39,11
2026-05-11 13F Smith Partners Wealth Management, LLC 3.984 -2,45 353 -3,56
2026-04-21 13F Mesirow Financial Investment Management, Inc. 152.290 -1,69 13.476 -2,86
2026-04-30 13F Kestra Advisory Services, LLC 54.835 -46,99 4.852 -47,63
2026-04-20 13F Jfs Wealth Advisors, Llc 5.398 -7,76 478 -8,97
2026-05-12 13F Bellwether Advisors, LLC 3.630 -9,00 321 -10,08
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 2.194.160 -0,00 2.223 0,00
2026-04-17 13F AdvisorNet Financial, Inc 7.569 -6,50 670 -7,72
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-04-30 13F Paladin Advisory Group, LLC 9 -87,67 1 -100,00
2026-04-28 13F Golden State Wealth Management, LLC 1.518 -12,15 134 -12,99
2026-05-08 13F Align Financial, LLC 779 -98,88 69 -1,45
2026-05-14 13F HighPoint Advisor Group LLC 8.957 -2,92 793 -4,12
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-04-16 13F GEN Financial Management, INC. 9.475 -2,46 838 -3,57
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 150.170 -1,04 13 0,00
2026-04-13 13F Plan Group Financial, LLC 7.354 -10,88 651 -12,04
2026-02-13 13F Colony Group, LLC 11.639 -2,78 1.042 -1,23
2026-05-14 13F Integrity Financial Corp /WA 5.678 -10,62 502 -11,62
2026-02-13 13F/A Abound Financial, Llc 0 -100,00 0
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-15 13F Buttonwood Financial Group, LLC 16.537 -22,48 1.463 -24,94
2026-04-14 13F New Capital Management LP 3.597 -1,43 318 -2,45
2026-04-09 13F Chemistry Wealth Management LLC 2.519 -1,37 223 -2,63
2026-05-06 13F Arcus Capital Partners, LLC 5.152 -75,43 456 -75,76
2026-04-29 13F Efficient Advisors, LLC 4.152 -2,37 367 -3,42
2026-05-07 13F Sagespring Wealth Partners, Llc 14.366 -0,06 1.271 -1,24
2026-04-24 13F Saxony Capital Management, LLC 10.139 -32,46 897 -33,26
2026-05-13 13F GeoWealth Management, LLC 59.909 -4,01 5.301 -5,15
2026-05-01 13F HFM Investment Advisors, LLC 22.899 -11,71 2.026 -12,75
2026-05-05 13F Capital Investment Advisory Services, LLC 21 -65,57 2 -80,00
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-23 13F Game Plan Financial Advisors, LLC 0 -100,00 0
2026-05-12 13F Thoroughbred Financial Services, Llc 5.301 -3,76 0
2026-05-12 13F Waterloo Capital, L.P. 2.381 -84,79 211 -85,02
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Frederick Financial Consultants, LLC 5.059 -6,63 448 -7,84
2026-04-21 13F Paradigm Financial Partners, Llc 4.810 -39,58 426 -40,31
2026-05-13 13F Brinker Capital Investments, LLC 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 5.857 -26,20 1
2026-05-15 13F Gould Capital, LLC 3.764 -5,05 333 -6,20
2026-01-27 13F Old Second National Bank Of Aurora 0 -100,00 0
2026-05-14 13F Harvest Investment Services, LLC 0 -100,00 0
2026-05-08 13F Financial Strategies Group, Inc. 2.584 -28,30 244 -25,69
2026-05-14 13F Atomi Financial Group, Inc. 3.055 -3,26 270 -4,26
2026-05-07 13F Hanover Advisors Inc 28.659 -20,79 2.536 -21,73
2026-04-21 13F Wealth Effects Llc 3.037 -17,99 269 -19,03
2026-04-17 13F Prentice Wealth Management LLC 11.974 -16,30 1.060 -17,33
2026-05-04 13F Worth Financial Advisory Group, LLC 11.364 -21,88 1.129 -13,29
2026-05-06 13F Kesler, Norman & Wride, LLC 4.013 -8,06 355 -8,97
2026-05-05 13F Gallacher Capital Management LLC 5.630 -13,93 498 -14,87
2026-01-29 13F OMNI 360 Wealth, Inc. 0 -100,00 0
2026-04-13 13F St Germain D J Co Inc 0 -100,00 0
2026-01-26 13F Elevation Capital Advisory, LLC 0 -100,00 0
2026-04-16 13F Diversified Trust Co 10.999 -0,25 973 -1,42
2026-02-12 13F Commonwealth Equity Services, Llc 72.298 -18,42 6.475 92.385,71
2026-05-11 13F Aptus Capital Advisors, LLC 1.385 -16,52 123 -17,57
2026-05-12 13F Creative Planning 23.021 -19,34 2.037 -20,31
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 0 -100,00 0
2026-02-17 13F Glenmede Trust Co Na 0 -100,00 0
2026-05-05 13F UBS Group AG 45.990 -2,15 4.070 -3,33
2026-05-04 13F Legacy Financial Group LLC 74.362 -0,92 6.580 -4,49
2026-04-13 13F Fiduciary Financial Group, Llc 3.027 -0,53 268 -1,84
2026-01-26 13F Discipline Wealth Solutions, LLC 0 -100,00 0
2026-05-15 13F Strategic Advocates LLC 781 -96,81 69 -96,87
2026-05-15 13F Advisor Group Holdings, Inc. 55.434 -19,38 4.908 -20,35
2026-05-15 13F Vestmark Advisory Solutions, Inc. 0 -100,00 0
2026-04-15 13F Retireful, LLC 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 14.624 -0,70 1.291 -2,05
2026-05-12 13F ESG Planning 3.996 -13,41 354 -14,53
2026-02-17 13F VestGen Advisors, LLC 0 -100,00 0
2026-05-14 13F Financial Network Wealth Advisors LLC 0 -100,00 0
2026-05-11 13F West Wealth Group, LLC 5.946 -0,68 526 -1,87
2026-05-12 13F KilterHowling LLC 0 -100,00 0
2026-04-24 13F Courage Miller Partners, LLC 7.547 -1,07 668 -2,34
2026-05-12 13F Cahill Financial Advisors Inc 3.836 -13,41 339 -14,39
2026-04-14 13F Zrc Wealth Management, Llc 1.170 -2,74 104 -3,74
2026-05-14 13F Level Four Advisory Services, Llc 0 -100,00 0
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0 -100,00
2026-05-04 13F Syverson Strege & Co 18.543 -7,69 1.641 -8,84
2026-05-14 13F Raymond James Financial Inc 71.786 -49,03 6.352 -49,64
2026-04-14 13F Centerline Wealth Advisors, LLC 4.135 -10,92 366 -12,05
2026-04-23 13F Salus Financial Advisors, LLC 2.594 -2,37 230 -3,38
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-04-27 13F Truist Financial Corp 0 -100,00 0
2026-05-05 13F Sanctuary Advisors, LLC 6.820 -6,00 604 -7,09
2026-05-12 13F IFG Advisory, LLC 79 -98,89 7 -99,06
2026-04-28 13F Stephens Inc /ar/ 0 -100,00 0
2026-05-13 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 5.083 -0,55 450 -1,75
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-04-21 13F Cypress Capital Advisors, LLC 6.875 -0,15 608 -1,30
2026-04-24 13F Peregrine Asset Advisers, Inc. 20.204 -0,16 1.788 -1,38
2026-04-22 13F tru Independence LLC 2.726 -7,09 241 -8,02
2026-05-06 13F Hartland & Co., LLC 61.562 -0,66 5.448 -1,84
2026-04-24 13F Greystone Financial Group, LLC 14.373 -35,85 1.272 -36,64
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-04-27 13F Canal Capital Management, LLC 19.093 -47,55 1.689 -48,17
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 27.250 -35,38 2.415 -37,04
2026-02-06 13F Global Retirement Partners, LLC 5.969 -0,17 535 1,33
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-04-20 13F Boston Standard Wealth Management, LLC 8.430 -6,58 750 -7,18
2026-02-17 13F Citadel Advisors Llc Call 0 -100,00 0
2026-04-21 13F Trilogy Capital Inc. 7.320 -4,44 648 -5,69
2026-02-17 13F High Falls Advisors, Inc 11.013 -4,39 986 -2,86
2026-04-23 13F Harbor Investment Advisory, Llc 1.531 -5,08 136 -6,25
2026-05-13 13F Cetera Investment Advisers 61.971 -2,73 5.484 -3,91
2026-05-12 13F Stifel Financial Corp 27.803 -81,29 2.460 -81,51
2026-04-20 13F Naples Global Advisors, Llc 2.326 -2,10 206 -3,30
2026-04-15 13F Archford Capital Strategies, LLC 27.842 -2,77 2.464 -3,94
2026-05-13 13F Archvest Wealth Advisors, Inc. 2.687 -13,60 238 -14,75
2026-05-06 13F Clifford Swan Investment Counsel Llc 0 -100,00 0
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-27 13F Nvwm, Llc 3.933 -7,48 348 -8,42
2026-02-11 13F Gwn Securities Inc. 0 -100,00 0
2026-04-08 13F Spinnaker Investment Group, LLC 0 -100,00 0
2026-04-14 13F Northwest Wealth Management, Llc 12.234 -25,04 1.083 -25,94
2026-05-13 13F Visionary Wealth Advisors 20.561 -2,84 1.819 -4,01
2026-04-21 13F Venturi Wealth Management, LLC 19.119 -0,99 1.692 -2,20
2026-05-11 13F Citigroup Inc 800 -27,27 71 -28,57
2026-05-15 13F Larson Financial Group LLC 611 -38,16 54 -38,64
2026-05-11 13F Valpey Financial Services, LLC 3.116 -2,69 276 -3,85
2026-02-24 13F Astoria Portfolio Advisors LLC. 0 -100,00 0
2026-05-15 13F TRUE Private Wealth Advisors 8.215 -19,61 727 -20,66
2026-04-16 13F Annex Advisory Services, LLC 0 -100,00 0
2026-04-28 13F Arbor Investment Advisors, LLC 3.355 -21,28 297 -22,31
2026-05-15 13F Mission Wealth Management, Lp 5.427 -41,06 480 -41,75
2026-05-15 13F Bank Of America Corp /de/ 107.144 -14,72 9.481 -15,73
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 4.652 -6,44 412 -7,64
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-07 13F Perissos Private Wealth Management, LLC 2.277 -5,91 201 -6,94
2026-04-10 13F Corepath Wealth Partners Llc 2.299 -0,04 210 0,00
2026-04-28 13F Philip James Wealth Mangement, LLC 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1.731 -8,02 153 -8,93
2026-05-08 13F Maia Wealth LLC 9.013 -3,59 798 -7,65
2026-05-11 13F Wells Fargo & Company/mn 194.664 -20,99 17.226 -21,94
2026-05-14 13F Us Bancorp \de\ 877 -30,84 78 -31,86
2026-05-05 13F Altrius Capital Management Inc 3.362 -2,75 298 -3,88
2026-05-06 13F DecisionPoint Financial, LLC 0 -100,00 0
2026-04-21 13F Unique Wealth, Llc 62.888 -0,87 5.565 -2,06
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-20 13F Ritholtz Wealth Management 42.858 -2,34 3.793 -3,51
2026-04-17 13F Berman McAleer LLC 7.372 -12,00 652 -13,07
2026-05-12 13F Motley Fool Wealth Management, LLC 2.573 -74,05 228 -74,44
2026-04-17 13F Legacy Wealth Partners, LLC 50.120 -11,04 4.435 -12,09
2026-05-14 13F Wealth Alliance 60.211 -1,50 5.328 -2,67
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-06-03 13F/A Wealthquest Corp 8.232 -3,65 728 -4,84
2026-04-27 13F Great Point Wealth Advisors, LLC 5.148 -0,04 456 -1,30
2026-05-11 13F Godfrey Financial Associates, Inc. 48 -48,39 4 -50,00
2026-04-21 13F Keystone Financial Group, Inc. 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 296 -39,22 26 -39,53
2026-04-27 13F HB Wealth Management, LLC 5.784 -10,67 512 -11,74
2026-02-17 13F TCG Advisory Services, LLC 0 -100,00 0
2026-04-27 13F Mosley Wealth Management 3.182 -0,66 280 -1,41
2026-04-10 13F RTD Financial Advisors, Inc. 27.146 -9,12 2.402 -10,21
2026-04-06 13F CX Institutional 27.477 -70,90 2 -75,00
2026-05-11 13F Foundations Investment Advisors, LLC 176.150 -2,09 15.588 -3,26
2026-04-14 13F Focus Financial Network, Inc. 2.941 -5,40 260 -6,47
2026-05-15 13F Mercer Global Advisors Inc /adv 6.064 -17,47 537 -18,54
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