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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
303+ 2.46% |
$26.2K - $27.3K
|
12.6K
$1.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
409+ 3.19% |
$35.4K - $36.9K
|
13.2K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-905- 2.07% |
$78.3K - $81.6K
|
42.8K
$3.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
170+ 5.3% |
$14.7K - $15.3K
|
3.38K
$300K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-666- 7.6% |
$57.6K - $60K
|
8.1K
$719K
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-103- 1.92% |
$8.91K - $9.28K
|
5.27K
$468K
|
|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
BUY
|
- |
124+ 3.52% |
$10.7K - $11.2K
|
3.65K
$324K
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-119- 4.92% |
$10.3K - $10.7K
|
2.3K
$204K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.39KNew |
$639K - $666K
|
7.39K
$656K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.25% |
$2.25K - $2.34K
|
2.11K
$187K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
227+ 5.64% |
$19.6K - $20.5K
|
4.25K
$378K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16New |
$1.38K - $1.44K
|
16
$1.42K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
205+ 1.43% |
$17.7K - $18.5K
|
14.5K
$1.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
426+ 2.72% |
$36.9K - $38.4K
|
16.1K
$1.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.89K- 5.75% |
$163K - $170K
|
30.9K
$2.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-843- 2.88% |
$72.9K - $76K
|
28.5K
$2.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
522+ 21.76% |
$45.2K - $47K
|
2.92K
$259K
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.3KNew |
$199K - $207K
|
2.3K
$204K
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.71K+ 21.29% |
$147K - $154K
|
9.71K
$863K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-318- 1.1% |
$27.5K - $28.7K
|
28.6K
$2.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
219+ 1.48% |
$18.9K - $19.7K
|
15K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.02K- 5.25% |
$174K - $182K
|
36.4K
$3.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
4.74KNew |
$410K - $427K
|
4.74K
$421K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
755+ 3.3% |
$65.3K - $68K
|
23.6K
$2.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-615- 2.79% |
$53.2K - $55.4K
|
21.4K
$1.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
80+ 0.71% |
$6.92K - $7.21K
|
11.3K
$1M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
$86.5 - $90.1
|
1
$88.8
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.4K+ 9.5% |
$207K - $216K
|
27.6K
$2.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-390- 16.38% |
$33.7K - $35.1K
|
1.99K
$177K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-43.3K- 72.62% |
$3.75M - $3.9M
|
16.3K
$1.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
15.5KNew |
$1.34M - $1.4M
|
15.5K
$1.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-360- 8.6% |
$31.1K - $32.4K
|
3.83K
$340K
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.74K- 7.53% |
$150K - $157K
|
21.3K
$1.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-394- 11.58% |
$34.1K - $35.5K
|
3.01K
$267K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 28.84% |
$113K - $118K
|
5.85K
$520K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-232- 8.17% |
$20.1K - $20.9K
|
2.61K
$232K
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
72+ 1.45% |
$6.23K - $6.49K
|
5.05K
$448K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.24KNew |
$193K - $202K
|
2.24K
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 1.34% |
$3.55K - $3.69K
|
3.11K
$276K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-70- 2.25% |
$6.06K - $6.31K
|
3.04K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
SELL
|
- |
-30- 1.16% |
$2.6K - $2.7K
|
2.56K
$228K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-188- 4.86% |
$16.3K - $16.9K
|
3.68K
$327K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.52K- 12.29% |
$131K - $137K
|
10.8K
$961K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
513+ 4.88% |
$44.4K - $46.2K
|
11K
$979K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.66K- 3.8% |
$144K - $150K
|
42.2K
$3.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.01K- 19.13% |
$87K - $90.7K
|
4.25K
$378K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-3.12K- 40.16% |
$270K - $281K
|
4.64K
$412K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-61- 1.71% |
$5.28K - $5.5K
|
3.5K
$311K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.44K+ 11.76% |
$211K - $220K
|
23.2K
$2.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 1.18% |
$1.21K - $1.26K
|
1.2K
$107K
|
|