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 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
|
Well Done, LLC
|
SELL
|
- |
-360- 8.6% |
$31.1K - $32.4K
|
3.83K
$340K
|
|
|
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
|
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
|
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
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-61- 1.71% |
$5.28K - $5.5K
|
3.5K
$311K
|
|
|
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
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
618+ 2.48% |
$53.5K - $55.7K
|
25.5K
$2.27M
|
|
|
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
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-3.12K- 40.16% |
$270K - $281K
|
4.64K
$412K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
25New |
$2.16K - $2.25K
|
25
$2.22K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
172+ 1.21% |
$14.9K - $15.5K
|
14.4K
$1.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
82+ 1.83% |
$7.09K - $7.39K
|
4.57K
$406K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 1.5% |
$173 - $180
|
135
$12K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
361+ 4.17% |
$31.2K - $32.5K
|
9.02K
$801K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
453+ 39.05% |
$39.2K - $40.8K
|
1.61K
$143K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-844- 13.98% |
$73K - $76.1K
|
5.19K
$461K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.99K+ 183.0% |
$864K - $900K
|
15.4K
$1.37M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-7.51K- 10.58% |
$650K - $677K
|
63.4K
$5.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.9K- 18.0% |
$165K - $172K
|
8.68K
$771K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
46+ 1.83% |
$3.98K - $4.15K
|
2.55K
$227K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-180- 0.49% |
$15.6K - $16.2K
|
36.4K
$3.23M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
71+ 0.37% |
$6.14K - $6.4K
|
19.2K
$1.7M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.35K+ 101.89% |
$277K - $295K
|
6.63K
$589K
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-9.76K- 11.74% |
$807K - $860K
|
73.4K
$6.52M
|
|
|
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
|
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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.31K- 5.31% |
$109K - $116K
|
23.4K
$2.08M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.28% |
$662 - $705
|
2.85K
$253K
|
|
|
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
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
32+ 0.32% |
$2.65K - $2.82K
|
9.92K
$881K
|
|
|
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
|
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
|
|