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iShares Core 80/20 Aggressive Allocation ETF (AOA) Institutional Ownership

iShares Core 80/20 Aggressive Allocation ETF logo
$77.84 +0.94 (+1.22%)
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Institutional Ownership Changes (13F Filings) for iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$12.29M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$12.80M
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AOA Institutional Buying and Selling by Quarter

iShares Core 80/20 Aggressive Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Cornerstone Planning Group LLC14,963$1.12M0.3%+6.2%0.053%
4/29/2025 Strategic Blueprint LLC2,973$227K0.0%-30.1%0.010%
4/25/2025 Arbor Investment Advisors LLC3,488$267K0.0%-25.4%0.012%
4/24/2025 Mascoma Wealth Management LLC2,311$177K0.0%-34.0%0.008%
4/22/2025 Altrius Capital Management Inc3,581$274K0.1%+10.6%0.013%
4/22/2025 RFP Financial Group LLC6,055$463K0.2%+13.2%0.021%
4/21/2025 L.M. Kohn & Company3,035$232K0.1%N/A0.011%
4/17/2025 Janney Montgomery Scott LLC3,940$301K0.0%-90.0%0.014%
4/15/2025 CX Institutional815$62K0.0%-86.9%0.003%
4/14/2025 Farther Finance Advisors LLC7,626$585K0.0%+28.3%0.027%
4/9/2025 Lbmc Investment Advisors LLC135,926$10.40M0.8%-1.3%0.486%
4/9/2025 Harbor Investment Advisory LLC1,234$94K0.0%+41.7%0.004%
4/9/2025 NBC Securities Inc.331$25K0.0%N/A0.001%
4/7/2025 GAMMA Investing LLC37,867$2.90M0.0%+7,549.9%0.135%
2/19/2025 Columbia River Financial Group LLC2,984$228K0.2%N/A0.012%
2/18/2025 Continuum Advisory LLC450$34K0.0%-29.7%0.002%
2/17/2025Weitzel Financial Services Inc.3,783$291K0.1%+10.1%0.015%
2/17/2025Sentinus LLC8,503$651K0.2%N/A0.033%
2/17/2025Cahill Financial Advisors Inc.4,918$377K0.1%-3.6%0.019%
2/17/2025Captrust Financial Advisors24,811$1.90M0.0%-5.0%0.097%
2/17/2025Ameriprise Financial Inc.23,970$1.84M0.0%-11.3%0.093%
2/14/2025Integrated Wealth Concepts LLC9,951$762K0.0%+84.8%0.039%
2/13/2025United Capital Financial Advisors LLC12,957$993K0.0%+8.9%0.051%
2/13/2025Waterloo Capital L.P.10,537$807K0.1%-29.6%0.041%
2/12/2025Motley Fool Wealth Management LLC15,830$1.21M0.1%N/A0.062%
2/10/2025 Mascoma Wealth Management LLC3,501$268K0.1%-4.2%0.014%
2/10/2025 Farther Finance Advisors LLC5,944$455K0.0%+702.2%0.023%
2/6/2025Jones Financial Companies Lllp1,030$79K0.0%+17.8%0.004%
2/5/2025BlueStem Wealth Partners LLC13,908$1.07M0.1%N/A0.054%
2/5/2025 Noble Wealth Management PBC490$38K0.0%N/A0.002%
2/4/2025 Arbor Investment Advisors LLC4,677$358K0.1%-7.9%0.018%
1/28/2025 RFP Financial Group LLC5,349$410K0.2%-6.4%0.021%
1/27/2025Nvwm LLC3,160$242K0.1%+7.7%0.012%
1/24/2025 Lazari Capital Management Inc.2,846$218K0.1%-6.9%0.011%
1/23/2025Strategic Advocates LLC24,114$1.85M0.6%-5.3%0.094%
1/23/2025 Strategic Blueprint LLC4,251$326K0.0%+26.9%0.017%
1/21/2025 Archford Capital Strategies LLC28,788$2.21M0.3%-2.5%0.112%
1/17/2025 Janney Montgomery Scott LLC39,315$3.01M0.0%+962.3%0.153%
1/17/2025 Janney Capital Management LLC3,562$273K0.0%N/A0.014%
1/16/2025 Lbmc Investment Advisors LLC137,655$10.55M0.8%-1.1%0.537%
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1/13/2025 AdvisorNet Financial Inc8,719$668K0.1%-22.3%0.034%
12/26/2024JPMorgan Chase & Co.40,490$3.20M0.0%+5.1%0.158%
11/21/2024 Wealthquest Corp9,017$708K0.1%-2.0%0.035%
11/15/2024 Continuum Advisory LLC640$50K0.0%+42.2%0.002%
11/14/2024Captrust Financial Advisors26,124$2.06M0.0%-0.5%0.102%
11/8/2024 Avior Wealth Management LLC10,084$796K0.0%-6.8%0.039%
11/6/2024 Altrius Capital Management Inc3,231$255K0.1%-5.4%0.013%
11/6/2024 Cornerstone Planning Group LLC14,061$1.10M0.2%-6.7%0.055%
10/29/2024Nvwm LLC2,933$231K0.1%+6.7%0.011%
10/25/2024 Strategic Blueprint LLC3,349$264K0.0%N/A0.013%
10/24/2024 Arbor Investment Advisors LLC5,080$401K0.1%+13.4%0.020%
10/22/2024Eastern Bank430$34K0.0%N/A0.002%
10/21/2024 RFP Financial Group LLC5,716$451K0.1%+9.7%0.022%
10/21/2024Whittier Trust Co. of Nevada Inc.361$28K0.0%N/A0.001%
10/17/2024Strategic Advocates LLC25,475$2.01M0.7%+6.5%0.099%
10/8/2024 Lbmc Investment Advisors LLC139,246$10.99M0.9%-0.5%0.543%
8/26/2024 Wealthquest Corp9,198$688K0.1%-1.8%0.036%
8/12/2024Waterloo Capital L.P.9,954$744K0.1%-90.6%0.039%
8/9/2024One Capital Management LLC17,823$1.33M0.0%-6.3%0.069%
8/6/2024Weitzel Financial Services Inc.3,374$252K0.1%+17.8%0.013%
7/31/2024IFG Advisory LLC6,298$471K0.0%N/A0.025%
7/26/2024 Cambridge Investment Research Advisors Inc.199,407$14.91M0.1%-2.3%0.777%
7/25/2024 RFP Financial Group LLC5,210$390K0.1%+18.0%0.020%
7/17/2024 Archford Capital Strategies LLC30,389$2.27M0.4%+3.6%0.118%
7/17/2024 AdvisorNet Financial Inc11,551$864K0.1%+2.0%0.045%
7/11/2024Strategic Advocates LLC23,919$1.79M0.7%-3.7%0.093%
7/11/2024 Lbmc Investment Advisors LLC139,950$10.47M0.9%+0.2%0.546%
5/17/2024Comerica 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%
5/7/2024Nvwm 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%
4/10/2024Weitzel Financial Services Inc.2,864$209K0.1%N/A0.012%
4/3/2024Strategic Advocates LLC24,836$1.82M0.7%+3.8%0.101%
3/5/2024Fisher Asset Management LLC3,263$225K0.0%N/A0.013%
2/16/2024 Wealthquest Corp10,091$697K0.1%-20.9%0.041%
2/14/2024Waterloo 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%
2/8/2024Nvwm LLC1,986$137K0.0%+8.2%0.008%
2/7/2024One Capital Management LLC20,766$1.43M0.1%-15.7%0.084%
2/7/2024Strategic Advocates LLC23,917$1.65M0.7%+6.0%0.097%
2/6/2024Fisher Asset Management LLC3,263$225K0.0%N/A0.013%
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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%
1/29/2024Plan 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%
11/13/2023Sugarloaf Wealth Management LLC6,239$396K0.1%+2.9%0.025%
11/13/2023Plan Group Financial LLC18,569$1.18M0.8%N/A0.075%
(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, 55 institutional investors and hedge funds held shares of iShares Core 80/20 Aggressive Allocation ETF. The most heavily invested institutionals were Assetmark Inc. ($20.65M), Cambridge Investment Research Advisors Inc. ($14.91M), Lbmc Investment Advisors LLC ($10.40M), JPMorgan Chase & Co. ($3.20M), GAMMA Investing LLC ($2.90M), Archford Capital Strategies LLC ($2.21M), and Captrust Financial Advisors ($1.90M).Learn more on AOA's institutional investors.

Which institutional investors have been buying iShares Core 80/20 Aggressive Allocation ETF stock?

Of the 43 institutional investors that purchased iShares Core 80/20 Aggressive Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($48.03K), GAMMA Investing LLC ($37.87K), Plan Group Financial LLC ($18.57K), Motley Fool Wealth Management LLC ($15.83K), BlueStem Wealth Partners LLC ($13.91K), Waterloo Capital L.P. ($11.08K), and Sentinus LLC ($8.50K).

How much institutional buying is happening at iShares Core 80/20 Aggressive Allocation ETF?

Institutional investors have bought a total of 236,065 shares in the last 24 months. This purchase volume represents approximately $17.28M in transactions.

Which iShares Core 80/20 Aggressive Allocation ETF major shareholders have been selling company stock?

Of the 29 institutional investors that sold iShares Core 80/20 Aggressive Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Waterloo Capital L.P. ($99.97K), Cambridge Investment Research Advisors Inc. ($55.71K), Janney Montgomery Scott LLC ($50.72K), CX Institutional ($21.41K), Lbmc Investment Advisors LLC ($14.92K), AdvisorNet Financial Inc ($7.00K), and One Capital Management LLC ($6.12K).

How much institutional selling is happening at iShares Core 80/20 Aggressive Allocation ETF?

Institutional investors have sold a total of 283,213 shares in the last 24 months. This volume of shares sold represents approximately $20.38M in transactions.


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This page (NYSEARCA:AOA) was last updated on 5/2/2025 by MarketBeat.com Staff
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