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
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Increased 5.59%
0.05%
$358,033
4,673 shares@ 76.62 avg price
Richard Thomas Loria@Mps Loria Financial Planners, Llc
Recent Activity
New Position
0.1%
$336,408
4,391 shares@ 76.62 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
Decreased -2.15%
0.12%
$291,654
3,807 shares@ 76.61 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Increased 1.29%
0.02%
$289,237
3,775 shares@ 76.62 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -9.59%
0.01%
$281,618
3,676 shares@ 76.61 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
New Position
0.02%
$273,000
3,562 shares@ 76.65 avg price
Jaycee Smalley@New Capital Management Lp
Recent Activity
0.08%
$265,851
3,470 shares@ 76.62 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 3.58%
0.03%
$261,930
3,419 shares@ 76.62 avg price
Lauren Black@Phillips Wealth Planners Llc
Recent Activity
New Position
0.25%
$247,258
3,265 shares@ 75.73 avg price
Christopher Markos@Choice Wealth Advisors, Llc
Recent Activity
Increased 2.23%
0.13%
$249,902
3,262 shares@ 76.62 avg price