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

iShares Core 80/20 Aggressive Allocation ETF logo
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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)
34
Total
Institutional Inflows
(last 12 months)
$16.64M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$12.82M
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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
5/16/2025 HFM Investment Advisors LLC24,552$1.88M0.5%N/A0.085%
5/16/2025 Jones Financial Companies Lllp8,915$682K0.0%+765.5%0.031%
5/16/2025 NewEdge Advisors LLC34,106$2.61M0.0%-0.7%0.118%
5/16/2025 Integrated Wealth Concepts LLC9,083$695K0.0%-8.7%0.031%
5/15/2025 Weitzel Financial Services Inc.5,143$383K0.2%+36.0%0.018%
5/15/2025 OLD Mission Capital LLC17,244$1.32M0.0%N/A0.060%
5/13/2025 EverSource Wealth Advisors LLC9,659$739K0.0%N/A0.034%
5/8/2025 Strategic Advocates LLC23,961$1.83M0.6%-0.6%0.084%
5/7/2025 BlueStem Wealth Partners LLC13,599$1.04M0.1%-2.2%0.048%
5/7/2025 Nvwm LLC3,297$252K0.1%+4.3%0.012%
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%
2/17/2025 Weitzel Financial Services Inc.3,783$291K0.1%+10.1%0.015%
2/17/2025 Sentinus LLC8,503$651K0.2%N/A0.033%
2/17/2025 Cahill Financial Advisors Inc.4,918$377K0.1%-3.6%0.019%
2/17/2025 Captrust Financial Advisors24,811$1.90M0.0%-5.0%0.097%
2/17/2025 Ameriprise Financial Inc.23,970$1.84M0.0%-11.3%0.093%
2/14/2025 Integrated Wealth Concepts LLC9,951$762K0.0%+84.8%0.039%
2/13/2025 United Capital Financial Advisors LLC12,957$993K0.0%+8.9%0.051%
2/13/2025 Waterloo Capital L.P.10,537$807K0.1%-29.6%0.041%
2/12/2025 Motley 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%
2/6/2025 Jones Financial Companies Lllp1,030$79K0.0%+17.8%0.004%
2/5/2025 BlueStem Wealth Partners LLC13,908$1.07M0.1%N/A0.054%
2/5/2025 Noble Wealth Management PBC490$38K0.0%N/A0.002%
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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%
1/27/2025 Nvwm LLC3,160$242K0.1%+7.7%0.012%
1/24/2025 Lazari Capital Management Inc.2,846$218K0.1%-6.9%0.011%
1/23/2025 Strategic 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%
1/13/2025 AdvisorNet Financial Inc8,719$668K0.1%-22.3%0.034%
12/26/2024 JPMorgan 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%
11/14/2024 Captrust 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%
10/29/2024 Nvwm 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%
10/22/2024 Eastern Bank430$34K0.0%N/A0.002%
10/21/2024 RFP Financial Group LLC5,716$451K0.1%+9.7%0.022%
10/21/2024 Whittier Trust Co. of Nevada Inc.361$28K0.0%N/A0.001%
10/17/2024 Strategic 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%
8/12/2024 Waterloo Capital L.P.9,954$744K0.1%-90.6%0.039%
8/9/2024 One Capital Management LLC17,823$1.33M0.0%-6.3%0.069%
8/6/2024 Weitzel Financial Services Inc.3,374$252K0.1%+17.8%0.013%
7/31/2024 IFG 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%
7/11/2024 Strategic 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%
5/17/2024 Comerica 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%
5/7/2024 Nvwm 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%
4/10/2024 Weitzel Financial Services Inc.2,864$209K0.1%N/A0.012%
4/3/2024 Strategic Advocates LLC24,836$1.82M0.7%+3.8%0.101%
3/5/2024 Fisher Asset Management LLC3,263$225K0.0%N/A0.013%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
2/16/2024 Wealthquest Corp10,091$697K0.1%-20.9%0.041%
2/14/2024 Waterloo 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%
2/8/2024 Nvwm LLC1,986$137K0.0%+8.2%0.008%
2/7/2024 One Capital Management LLC20,766$1.43M0.1%-15.7%0.084%
2/7/2024 Strategic Advocates LLC23,917$1.65M0.7%+6.0%0.097%
2/6/2024 Fisher Asset Management LLC3,263$225K0.0%N/A0.013%
(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 Cambridge Investment Research Advisors Inc. ($14.91M), Lbmc Investment Advisors LLC ($10.40M), JPMorgan Chase & Co. ($3.20M), GAMMA Investing LLC ($2.90M), NewEdge Advisors LLC ($2.61M), 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 42 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), HFM Investment Advisors LLC ($24.55K), Plan Group Financial LLC ($18.57K), OLD Mission Capital LLC ($17.24K), Motley Fool Wealth Management LLC ($15.83K), and BlueStem Wealth Partners LLC ($13.91K).

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

Institutional investors have bought a total of 289,161 shares in the last 24 months. This purchase volume represents approximately $21.44M in transactions.

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

Of the 30 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), Janney Montgomery Scott LLC ($50.72K), Cambridge Investment Research Advisors Inc. ($44.73K), CX Institutional ($21.41K), Lbmc Investment Advisors LLC ($14.92K), AdvisorNet Financial Inc ($7.00K), and One Capital Management LLC ($5.28K).

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

Institutional investors have sold a total of 272,099 shares in the last 24 months. This volume of shares sold represents approximately $19.69M in transactions.


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This page (NYSEARCA:AOA) was last updated on 5/23/2025 by MarketBeat.com Staff
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