AOA

Ishares Core Aggressive Allo

Latest period2024 - Q4Total superinvestors58

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 58 superinvestors own shares of Ishares Core Aggressive Allo (AOA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core Aggressive Allo (AOA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core Aggressive Allo (AOA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core Aggressive Allo (AOA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -7.37%
0.03%
$1.876M
24,488 shares@ 76.62 avg price
Robert Roy@Somnio Financial Group, Llc
Recent Activity
Increased 2.47%
1.38%
$1.721M
22,458 shares@ 76.61 avg price
Chris Werner@Westmount Partners, Llc
Recent Activity
Increased 9.71%
0.52%
$1.703M
22,233 shares@ 76.62 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Decreased -2.06%
0.22%
$1.603M
20,923 shares@ 76.62 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 3.33%
0.14%
$1.384M
18,066 shares@ 76.61 avg price
Andrew Parsons@Corrigan Financial, Inc.
Recent Activity
Decreased -4.29%
0.28%
$1.196M
15,605 shares@ 76.62 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 11.93%
0.03%
$1.145M
14,946 shares@ 76.61 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -1.35%
0.03%
$876,066
11,435 shares@ 76.62 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -0.01%
0.03%
$772,450
10,082 shares@ 76.62 avg price
Patrick Hayes@Wealthquest Corp
Recent Activity
Decreased -1.24%
0.06%
$682,212
8,905 shares@ 76.61 avg price