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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-39Closed |
$2.04K - $2.15K
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.45KClosed |
$233K - $246K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.44KClosed |
$117K - $131K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.14KClosed |
$199K - $223K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-38Closed |
$1.82K - $2.05K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.42KClosed |
$212K - $238K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.52KClosed |
$456K - $513K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-17Closed |
$815 - $916
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$4.7K - $5.47K
|
100
$7.86K
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
25New |
$1.18K - $1.37K
|
25
$1.97K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$109K - $127K
|
2.32K
$183K
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-500Closed |
$23.5K - $27.4K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.59KClosed |
$74.6K - $86.8K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-18Closed |
$847 - $985
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-30.3KClosed |
$1.43M - $1.66M
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-120Closed |
$5.64K - $6.57K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 19, 2018
Q3 2018
|
Csenge Advisory Group
|
SELL
|
- |
-16.2KClosed |
$853K - $891K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-286Closed |
$15.1K - $15.7K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-220Closed |
$11.6K - $12.1K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-858Closed |
$45.2K - $47.2K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-658Closed |
$34.6K - $36.2K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.65KClosed |
$245K - $256K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.49KClosed |
$289K - $302K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-267Closed |
$14.1K - $14.7K
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.45KClosed |
$287K - $300K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
140+ 18.67% |
$7.38K - $7.66K
|
890
$70K
|
|
|
Aug 14, 2018
Q2 2018
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-53.4KClosed |
$2.82M - $2.92M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100Closed |
$5.27K - $5.47K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-45.8KClosed |
$2.41M - $2.51M
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Burt Wealth Advisors
|
SELL
|
- |
-1KClosed |
$52.7K - $54.7K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-55.5KClosed |
$2.91M - $3.16M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.24KClosed |
$222K - $241K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.13KClosed |
$216K - $235K
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Stephens Inc
|
SELL
|
- |
-12.7KClosed |
$666K - $725K
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.6KClosed |
$555K - $604K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.18KClosed |
$114K - $124K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-500- 23.82% |
$26.2K - $28.5K
|
1.6K
$126K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.1KClosed |
$488K - $508K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$53.2 - $53.6
|
1
$78.6
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-700Closed |
$37.2K - $37.5K
|
0
$0
|
|
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
118New |
$6.28K - $6.32K
|
118
$9.28K
|
|
|
Oct 24, 2017
Q3 2017
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-120Closed |
$6.38K - $6.43K
|
0
$0
|
|
| Q1 2016 | |||||||
|
Sep 07, 2021
Q1 2016
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7.11KNew |
N/A
|
7.11K
$559K
|
|