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 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-436- 5.67% |
$36.1K - $38.4K
|
7.25K
$644K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.66K- 55.79% |
$716K - $763K
|
6.86K
$610K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
104+ 0.37% |
$8.6K - $9.17K
|
28.4K
$2.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.3KNew |
$190K - $202K
|
2.3K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.49K- 6.61% |
$123K - $131K
|
21.1K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.37K- 8.62% |
$113K - $120K
|
14.5K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
18+ 0.74% |
$1.49K - $1.59K
|
2.44K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-535- 1.6% |
$44.2K - $47.2K
|
32.8K
$2.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.69% |
$1.49K - $1.59K
|
2.64K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
410+ 14.2% |
$33.9K - $36.1K
|
3.3K
$293K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.14K+ 12.14% |
$177K - $189K
|
19.8K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.93KNew |
$408K - $435K
|
4.93K
$438K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-213- 2.57% |
$17.6K - $18.8K
|
8.07K
$717K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37.9K+ 33.36% |
$3.14M - $3.34M
|
152K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.96K+ 2.85% |
$245K - $261K
|
107K
$9.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 0.28% |
$993 - $1.06K
|
4.28K
$380K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.8K+ 3.95% |
$480K - $511K
|
153K
$13.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
126+ 2.48% |
$10.4K - $11.1K
|
5.21K
$462K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
4.51KNew |
$373K - $397K
|
4.51K
$400K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-782- 10.83% |
$64.7K - $68.9K
|
6.44K
$572K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
359+ 1.75% |
$29.7K - $31.6K
|
20.9K
$1.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
34.5KNew |
$2.85M - $3.04M
|
34.5K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.4KNew |
$198K - $211K
|
2.4K
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
368+ 7.47% |
$30.4K - $32.4K
|
5.3K
$470K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.78KNew |
$478K - $510K
|
5.78K
$513K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-48.7K- 92.52% |
$4.03M - $4.3M
|
3.94K
$350K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.25KNew |
$186K - $198K
|
2.25K
$200K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-319- 0.72% |
$26.4K - $28.1K
|
44K
$3.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-500- 7.91% |
$41.4K - $44.1K
|
5.82K
$517K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.38K- 20.01% |
$114K - $122K
|
5.52K
$490K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
216+ 1.65% |
$17.9K - $19K
|
13.3K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-158- 6.95% |
$13.1K - $13.9K
|
2.12K
$188K
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-283- 3.71% |
$23.4K - $24.9K
|
7.35K
$653K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.42K+ 16.74% |
$200K - $213K
|
16.9K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
375+ 14.96% |
$31K - $33.1K
|
2.88K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57+ 0.92% |
$4.71K - $5.02K
|
6.22K
$553K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
106+ 4.44% |
$8.77K - $9.34K
|
2.49K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
125+ 2.12% |
$10.3K - $11K
|
6.03K
$535K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
382New |
$31.6K - $33.7K
|
382
$33.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
98+ 0.86% |
$8.11K - $8.64K
|
11.4K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.69K- 17.14% |
$222K - $237K
|
13K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.69K- 52.41% |
$222K - $237K
|
2.44K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.62K- 78.64% |
$134K - $143K
|
440
$39.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.31KNew |
$191K - $204K
|
2.31K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
3.66KNew |
$302K - $322K
|
3.66K
$325K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.42KNew |
$200K - $213K
|
2.42K
$215K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-46- 1.41% |
$3.8K - $4.05K
|
3.21K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-28.3K- 77.77% |
$2.34M - $2.49M
|
8.08K
$717K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
26+ 1.07% |
$2.15K - $2.29K
|
2.47K
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
130+ 1.02% |
$10.8K - $11.5K
|
12.8K
$1.14M
|
|