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 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
2.74KNew |
$227K - $242K
|
2.74K
$243K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.31K+ 5.23% |
$108K - $115K
|
26.3K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
157+ 18.87% |
$13K - $13.8K
|
989
$87.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
7+ 0.29% |
$579 - $617
|
2.38K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.04K+ 28.08% |
$86K - $91.7K
|
4.74K
$421K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35+ 2.99% |
$2.89K - $3.08K
|
1.21K
$107K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50- 3.95% |
$4.14K - $4.41K
|
1.22K
$108K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
2.19K+ 5.54% |
$181K - $193K
|
41.8K
$3.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-68- 0.04% |
$5.62K - $5.99K
|
155K
$13.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.31K- 34.0% |
$274K - $292K
|
6.43K
$571K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-34- 1.14% |
$2.81K - $3K
|
2.96K
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-187- 1.87% |
$15.5K - $16.5K
|
9.81K
$871K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
842+ 70.11% |
$69.6K - $74.2K
|
2.04K
$181K
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-300- 9.78% |
$24.8K - $26.4K
|
2.77K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.4K+ 48.31% |
$1.6M - $1.71M
|
59.4K
$5.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.28K- 2.03% |
$106K - $113K
|
61.9K
$5.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
286+ 3.03% |
$23.7K - $25.2K
|
9.73K
$864K
|
|
|
Nov 07, 2025
Q3 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
2.66K+ 8.85% |
$220K - $234K
|
32.7K
$2.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
165+ 2.62% |
$13.6K - $14.5K
|
6.47K
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-493- 5.73% |
$40.8K - $43.5K
|
8.11K
$720K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-24.5K- 9.16% |
$2.03M - $2.16M
|
243K
$21.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-4.41K- 14.88% |
$365K - $389K
|
25.3K
$2.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.12K+ 17.59% |
$92.9K - $99K
|
7.51K
$667K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.28KNew |
$602K - $642K
|
7.28K
$646K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19K+ 10.67% |
$98.1K - $105K
|
12.3K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-53- 0.79% |
$4.38K - $4.67K
|
6.69K
$594K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
342+ 0.48% |
$28.3K - $30.1K
|
71.6K
$6.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$621K - $662K
|
7.51K
$667K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-413- 40.57% |
$34.2K - $36.4K
|
605
$53.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
18+ 0.64% |
$1.49K - $1.59K
|
2.81K
$250K
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-2.84K- 0.13% |
$235K - $250K
|
2.19M
$195M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 19.62% |
$216K - $230K
|
15.9K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.16KNew |
$261K - $278K
|
3.16K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5.96K- 54.18% |
$493K - $525K
|
5.04K
$448K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45+ 0.68% |
$3.72K - $3.97K
|
6.64K
$589K
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
10+ 0.29% |
$827 - $881
|
3.45K
$306K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.18K- 19.64% |
$346K - $368K
|
17.1K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 7.41% |
$165 - $176
|
25
$2.22K
|
|
|
Nov 05, 2025
Q3 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-967- 11.47% |
$80K - $85.2K
|
7.46K
$663K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$82.7 - $88.1
|
4.97K
$441K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-762- 4.64% |
$63K - $67.2K
|
15.6K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.43KNew |
$283K - $302K
|
3.43K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.1KNew |
$1.17M - $1.24M
|
14.1K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
593+ 22.5% |
$49K - $52.3K
|
3.23K
$287K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.9K- 27.21% |
$240K - $255K
|
7.75K
$689K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
949+ 2.7% |
$78.5K - $83.6K
|
36K
$3.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-241- 6.26% |
$19.9K - $21.2K
|
3.61K
$320K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90.1KNew |
$7.45M - $7.94M
|
90.1K
$8M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-104- 2.5% |
$8.6K - $9.17K
|
4.05K
$360K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.09K+ 163.83% |
$586K - $625K
|
11.4K
$1.01M
|
|