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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
230+ 13.9% |
$19K - $20.3K
|
1.89K
$167K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.03K+ 3.28% |
$84.8K - $90.3K
|
32.2K
$2.86M
|
|
|
Dec 01, 2025
Q3 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
SELL
|
- |
-327- 1.3% |
$27K - $28.8K
|
24.9K
$2.21M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-915- 4.03% |
$75.7K - $80.6K
|
21.8K
$1.93M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
625+ 2.54% |
$51.7K - $55.1K
|
25.2K
$2.24M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.0% |
$82.7 - $88.1
|
101
$8.97K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 2.55% |
$5.79K - $6.17K
|
2.68K
$238K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.28% |
$662 - $705
|
2.85K
$253K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.31K- 5.31% |
$109K - $116K
|
23.4K
$2.08M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.12K- 11.65% |
$92.3K - $98.4K
|
8.46K
$752K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
31+ 0.76% |
$2.56K - $2.73K
|
4.09K
$363K
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.78K- 37.99% |
$147K - $157K
|
2.9K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.2K+ 18.8% |
$928K - $989K
|
70.9K
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
91+ 3.79% |
$7.53K - $8.02K
|
2.5K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9+ 27.27% |
$744 - $793
|
42
$3.73K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
55+ 4.17% |
$4.55K - $4.85K
|
1.38K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-14- 0.27% |
$1.16K - $1.23K
|
5.14K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-503- 0.41% |
$41.6K - $44.3K
|
123K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.78K- 6.48% |
$726K - $774K
|
127K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
62+ 2.04% |
$5.13K - $5.46K
|
3.1K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
418+ 13.63% |
$34.6K - $36.8K
|
3.49K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
32+ 0.32% |
$2.65K - $2.82K
|
9.92K
$881K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.59K- 1.08% |
$132K - $140K
|
146K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.32K+ 143.36% |
$357K - $380K
|
7.33K
$651K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
359+ 10.83% |
$29.7K - $31.6K
|
3.67K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153+ 3.41% |
$12.7K - $13.5K
|
4.63K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
895+ 9.75% |
$74K - $78.9K
|
10.1K
$894K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.03K+ 10.76% |
$499K - $532K
|
62.1K
$5.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
3.67KNew |
$304K - $323K
|
3.67K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-240- 5.07% |
$19.9K - $21.2K
|
4.5K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.4K+ 2.53% |
$1.11M - $1.18M
|
544K
$48.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
442+ 4.74% |
$36.6K - $39K
|
9.77K
$868K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.38K- 19.57% |
$445K - $474K
|
22.1K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.14K- 16.99% |
$343K - $365K
|
20.2K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.44K- 18.92% |
$201K - $215K
|
10.4K
$927K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.72% |
$579 - $617
|
977
$86.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.53KNew |
$374K - $399K
|
4.53K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
108+ 0.95% |
$8.93K - $9.52K
|
11.5K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
350New |
$28.9K - $30.8K
|
350
$31.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
723+ 118.14% |
$59.8K - $63.7K
|
1.34K
$119K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.44KNew |
$201K - $215K
|
2.44K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
754+ 2.09% |
$62.4K - $66.5K
|
36.9K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Gould Capital, LLC
|
SELL
|
- |
-857- 17.78% |
$70.9K - $75.5K
|
3.96K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.7K+ 11.68% |
$803K - $855K
|
92.8K
$8.24M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-316- 0.93% |
$26.1K - $27.9K
|
33.8K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.07K- 4.89% |
$88.6K - $94.4K
|
20.8K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
11New |
$910 - $970
|
11
$977
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.45K- 28.97% |
$450K - $480K
|
13.4K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
4.9KNew |
$405K - $432K
|
4.9K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.54KNew |
$623K - $664K
|
7.54K
$669K
|
|