Latest Institutional Transactions on Ishares Tr Core Aggressive All (AOA)
This table provides information on the latest institutional transactions involving Ishares Tr Core Aggressive All (AOA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
129+ 2.44% |
$9.77K - $10.3K
|
5.41K
$399K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-344- 6.41% |
$26K - $27.5K
|
5.03K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-846- 17.42% |
$64K - $67.7K
|
4.01K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.4K- 89.98% |
$2.68M - $2.83M
|
3.94K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
37+ 14.86% |
$2.8K - $2.96K
|
286
$21.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-143- 3.79% |
$10.8K - $11.4K
|
3.63K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.27KNew |
$248K - $262K
|
3.27K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
100+ 0.72% |
$7.57K - $8K
|
14.1K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.44KNew |
$261K - $275K
|
3.44K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-184- 4.81% |
$13.9K - $14.7K
|
3.64K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.39K+ 7.44% |
$332K - $351K
|
63.4K
$4.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.08K- 3.32% |
$157K - $166K
|
60.6K
$4.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.87K+ 7.2% |
$142K - $150K
|
27.8K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
89+ 3.19% |
$6.74K - $7.12K
|
2.88K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
710+ 2.64% |
$53.7K - $56.8K
|
27.6K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.16K- 2.63% |
$87.4K - $92.4K
|
42.7K
$3.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.35K- 39.52% |
$556K - $588K
|
11.2K
$829K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$814K - $861K
|
10.8K
$794K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
12+ 0.39% |
$908 - $960
|
3.08K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.92K- 14.7% |
$146K - $154K
|
11.2K
$824K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
870+ 5.58% |
$65.9K - $69.6K
|
16.5K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-5.42K- 86.92% |
$410K - $433K
|
815
$60.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
791+ 3.78% |
$59.9K - $63.3K
|
21.7K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
22.8K+ 21.53% |
$1.72M - $1.82M
|
128K
$9.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
65+ 812.5% |
$4.92K - $5.2K
|
73
$5.39K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-779- 3.28% |
$59K - $62.3K
|
22.9K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.97K- 13.15% |
$149K - $157K
|
13K
$958K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-155- 58.05% |
$11.7K - $12.4K
|
112
$8.26K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
142+ 0.65% |
$10.7K - $11.4K
|
22.1K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.94K+ 53.78% |
$223K - $235K
|
8.41K
$620K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 28.3% |
$127K - $135K
|
7.63K
$563K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-37.4K- 98.69% |
$2.83M - $2.99M
|
495
$36.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
53+ 1.83% |
$4.01K - $4.24K
|
2.96K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.74K- 20.72% |
$207K - $219K
|
10.5K
$774K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
266+ 8.15% |
$20.1K - $21.3K
|
3.53K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.53K- 7.22% |
$418K - $442K
|
71K
$5.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.66KNew |
$201K - $213K
|
2.66K
$196K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-114- 2.04% |
$8.63K - $9.12K
|
5.47K
$404K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.2K+ 6.65% |
$90.9K - $96.1K
|
19.3K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.92% |
$1.89K - $2K
|
2.7K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
331New |
$25.1K - $26.5K
|
331
$24.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2+ 0.04% |
$151 - $160
|
4.73K
$349K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 1.26% |
$131K - $138K
|
136K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
363+ 41.68% |
$27.5K - $29K
|
1.23K
$91.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.4KNew |
$257K - $272K
|
3.4K
$251K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.11K- 6.73% |
$462K - $489K
|
84.7K
$6.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
860+ 11.5% |
$65.1K - $68.8K
|
8.34K
$615K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-129- 1.78% |
$9.77K - $10.3K
|
7.13K
$526K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
101+ 1.16% |
$7.65K - $8.08K
|
8.82K
$651K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$75.7 - $80
|
1.71K
$126K
|