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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-28- 0.21% |
$2.15K - $2.24K
|
13.3K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.37K- 6.45% |
$181K - $189K
|
34.4K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
712+ 14.9% |
$54.5K - $56.9K
|
5.49K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
992+ 6.09% |
$76K - $79.2K
|
17.3K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 8.9% |
$81.1K - $84.6K
|
13K
$988K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.61KNew |
$353K - $368K
|
4.61K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.83KNew |
$217K - $226K
|
2.83K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
269K+ 710.45% |
$20.6M - $21.5M
|
306K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
106+ 100.95% |
$8.12K - $8.47K
|
211
$16.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-47- 46.53% |
$3.6K - $3.75K
|
54
$4.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
253New |
$19.4K - $20.2K
|
253
$19.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
640+ 9.15% |
$49K - $51.1K
|
7.63K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
998+ 4.0% |
$76.5K - $79.7K
|
25.9K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 34.8% |
$89.8K - $93.6K
|
4.54K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
89+ 10.43% |
$6.82K - $7.11K
|
942
$71.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6- 0.01% |
$460 - $479
|
40.5K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-52- 2.08% |
$3.98K - $4.15K
|
2.44K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.96% |
$76.6 - $79.9
|
105
$8.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.9K+ 292.62% |
$2.06M - $2.15M
|
36K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
540K+ 538.06% |
$41.4M - $43.2M
|
641K
$48.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.86KNew |
$219K - $229K
|
2.86K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
11+ 78.57% |
$843 - $879
|
25
$1.91K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-375- 3.03% |
$28.7K - $30K
|
12K
$916K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 1.28% |
$153 - $160
|
158
$12.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
105New |
$8.04K - $8.39K
|
105
$8.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2K+ 39.48% |
$153K - $160K
|
7.08K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 3.13% |
$76.6 - $79.9
|
33
$2.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8+ 0.29% |
$613 - $639
|
2.73K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
449+ 224.5% |
$34.4K - $35.9K
|
649
$49.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
716+ 10.1% |
$54.9K - $57.2K
|
7.81K
$595K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.41K+ 194.53% |
$338K - $352K
|
6.68K
$509K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.29K+ 6.22% |
$711K - $742K
|
159K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
468+ 1.97% |
$35.9K - $37.4K
|
24.2K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
15.8KNew |
$1.21M - $1.26M
|
15.8K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.07% |
$843 - $879
|
15.1K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.97K+ 4.97% |
$227K - $237K
|
62.6K
$4.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-215- 0.73% |
$16.5K - $17.2K
|
29.2K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.91% |
$128K - $134K
|
59.2K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 1.22% |
$230 - $240
|
249
$19K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.58K- 3.72% |
$274K - $286K
|
92.8K
$7.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-152- 4.16% |
$11.6K - $12.1K
|
3.5K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.61K+ 52.31% |
$200K - $209K
|
7.61K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
245New |
$18.8K - $19.6K
|
245
$18.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 1.31% |
$2.76K - $2.88K
|
2.78K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.76K+ 21.95% |
$748K - $780K
|
54.2K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.13KNew |
$469K - $489K
|
6.13K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-410- 1.83% |
$31.4K - $32.8K
|
22K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
944+ 20.23% |
$72.3K - $75.4K
|
5.61K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-362- 19.81% |
$27.7K - $28.9K
|
1.47K
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 1.25% |
$536 - $559
|
567
$43.3K
|