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 |
|---|---|---|---|---|---|---|---|
|
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
|
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
|
National Bank Of Canada
|
BUY
|
- |
91+ 3.79% |
$7.53K - $8.02K
|
2.5K
$222K
|
|
|
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
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.45K- 28.97% |
$450K - $480K
|
13.4K
$1.19M
|
|
|
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
|
Triumph Capital Management
|
BUY
|
- |
11New |
$910 - $970
|
11
$977
|
|
|
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
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.44KNew |
$201K - $215K
|
2.44K
$216K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.53KNew |
$374K - $399K
|
4.53K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
78+ 2.51% |
$6.45K - $6.87K
|
3.18K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-9- 0.09% |
$744 - $793
|
10.3K
$918K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-625- 9.66% |
$51.7K - $55.1K
|
5.84K
$519K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.64K+ 4.27% |
$466K - $497K
|
138K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.06% |
$662 - $705
|
14.5K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.6K+ 17.82% |
$215K - $229K
|
17.2K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116+ 0.7% |
$9.59K - $10.2K
|
16.7K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.04K- 36.3% |
$334K - $356K
|
7.08K
$629K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.94KNew |
$657K - $700K
|
7.94K
$706K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3- 0.02% |
$248 - $264
|
12.5K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45+ 0.78% |
$3.72K - $3.97K
|
5.81K
$516K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.32K- 4.73% |
$192K - $205K
|
46.8K
$4.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.8K+ 33.75% |
$3.21M - $3.42M
|
154K
$13.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-6.68K- 42.11% |
$553K - $589K
|
9.18K
$815K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.58KNew |
$213K - $227K
|
2.58K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
163+ 3.19% |
$13.5K - $14.4K
|
5.27K
$468K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
131New |
$10.8K - $11.5K
|
131
$11.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.16% |
$82.7 - $88.1
|
643
$57.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.94K+ 35.9% |
$243K - $259K
|
11.1K
$989K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-291- 3.74% |
$24.1K - $25.6K
|
7.5K
$666K
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2+ 0.06% |
$165 - $176
|
3.16K
$281K
|
|