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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.52KClosed |
$225K - $237K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.01KClosed |
$384K - $405K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-199Closed |
$12.7K - $13.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-20.3KClosed |
$1.3M - $1.37M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.12KClosed |
$71.5K - $75.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-104Closed |
$6.64K - $7.01K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-220- 94.42% |
$14K - $14.8K
|
13
$1.02K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.83KNew |
$217K - $246K
|
3.83K
$301K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-629Closed |
$35.7K - $40.4K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-225Closed |
$12.8K - $14.5K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49New |
$2.78K - $3.15K
|
49
$3.85K
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.67KClosed |
$208K - $236K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.06KClosed |
$388K - $427K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.67KClosed |
$202K - $222K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-165Closed |
$9.08K - $9.97K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-72Closed |
$3.96K - $4.35K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.42KClosed |
$298K - $327K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 0.71% |
$414 - $510
|
1.28K
$100K
|
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-46Closed |
$2.12K - $2.61K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-117Closed |
$5.38K - $6.63K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-13KClosed |
$600K - $739K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.6K- 17.81% |
$120K - $147K
|
12K
$944K
|
|
|
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.29KClosed |
$427K - $527K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.35KClosed |
$292K - $360K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-139Closed |
$6.4K - $7.88K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-393Closed |
$18.1K - $22.3K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.31KClosed |
$244K - $301K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-84Closed |
$3.86K - $4.76K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Savior LLC
|
SELL
|
- |
-19Closed |
$874 - $1.08K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50+ 30.3% |
$2.3K - $2.83K
|
215
$16.9K
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-44Closed |
$2.02K - $2.49K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.22KClosed |
$222K - $310K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-342Closed |
$14.6K - $20.3K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.41KClosed |
$59.8K - $83.5K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.83KNew |
$333K - $465K
|
7.83K
$615K
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.47KClosed |
$318K - $444K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-13Closed |
$553 - $772
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-20Closed |
$851 - $1.19K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-5.34KClosed |
$227K - $317K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-317KClosed |
$17M - $18.5M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-261Closed |
$14K - $15.2K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
432New |
$23.1K - $25.2K
|
432
$34K
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-5.29KClosed |
$283K - $309K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1Closed |
$53.5 - $58.4
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11Closed |
$589 - $642
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-3.99KClosed |
$210K - $221K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.78KClosed |
$251K - $265K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
49New |
$2.58K - $2.72K
|
49
$3.85K
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10Closed |
$524 - $552
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8Closed |
$419 - $442
|
0
$0
|
|