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
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -22.26%
0.06%
$667,963
8,719 shares@ 76.62 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Decreased -1.25%
0.23%
$658,871
8,600 shares@ 76.62 avg price
Christina Duncan@Marion Wealth Management
Recent Activity
Increased 4.02%
0.16%
$572,957
7,479 shares@ 76.61 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 0.34%
0.02%
$534,613
6,978 shares@ 76.62 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 0.92%
0.1%
$481,028
6,279 shares@ 76.61 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 36.28%
0.1%
$427,744
5,583 shares@ 76.62 avg price
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
Increased 2.29%
0.05%
$418,841
5,467 shares@ 76.62 avg price
Mary Sigler@Tarbox Family Office, Inc.
Recent Activity
Decreased -11.52%
0.07%
$409,867
5,350 shares@ 76.62 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
New Position
0.04%
$376,615
4,916 shares@ 76.62 avg price
Matthew Brock@Divergent Planning, Llc
Recent Activity
Increased 0.69%
0.13%
$358,158
4,729 shares@ 75.74 avg price