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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
51+ 9.44% |
$4.22K - $4.5K
|
591
$52.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
595+ 7.08% |
$49.2K - $52.4K
|
9K
$800K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-383K- 80.31% |
$31.7M - $33.8M
|
93.9K
$8.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.39K+ 61.03% |
$197K - $210K
|
6.29K
$559K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
175New |
$14.5K - $15.4K
|
175
$15.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.12K- 9.57% |
$176K - $187K
|
20.1K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
26+ 0.49% |
$2.15K - $2.29K
|
5.38K
$477K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-522- 7.42% |
$43.2K - $46K
|
6.51K
$578K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
153+ 1.53% |
$12.7K - $13.5K
|
10.2K
$902K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23K- 20.64% |
$1.91M - $2.03M
|
88.6K
$7.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
349+ 1.55% |
$28.9K - $30.8K
|
22.8K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-640- 7.71% |
$52.9K - $56.4K
|
7.66K
$680K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 9.65% |
$127K - $135K
|
14.3K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.7% |
$165 - $176
|
289
$25.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
530+ 21.38% |
$43.8K - $46.7K
|
3.01K
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
223+ 7.01% |
$18.4K - $19.7K
|
3.4K
$302K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18+ 7.73% |
$1.49K - $1.59K
|
251
$22.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80+ 0.29% |
$6.62K - $7.05K
|
28K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.14K+ 5.15% |
$177K - $189K
|
43.7K
$3.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 1.49% |
$4.14K - $4.41K
|
3.41K
$302K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-448- 2.73% |
$37.1K - $39.5K
|
16K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 36.11% |
$126K - $134K
|
5.72K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.73% |
$1.24K - $1.32K
|
2.08K
$185K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.75K+ 13.37% |
$144K - $154K
|
14.8K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.41KNew |
$199K - $213K
|
2.41K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 2.5% |
$12.1K - $12.9K
|
5.98K
$531K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.85K+ 86.87% |
$732K - $780K
|
19K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.32KNew |
$192K - $204K
|
2.32K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
665+ 1.03% |
$55K - $58.6K
|
65.3K
$5.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.12K- 68.06% |
$672K - $716K
|
3.81K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
189+ 1.95% |
$15.6K - $16.7K
|
9.9K
$879K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$82.7K - $88.1K
|
1K
$88.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
412+ 1.43% |
$34.1K - $36.3K
|
29.3K
$2.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-471- 14.2% |
$39K - $41.5K
|
2.85K
$253K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
22KNew |
$1.82M - $1.94M
|
22K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
128New |
$10.6K - $11.3K
|
128
$11.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
297+ 3.56% |
$24.6K - $26.2K
|
8.64K
$767K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
233+ 0.81% |
$19.3K - $20.5K
|
29K
$2.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-59- 2.29% |
$4.88K - $5.2K
|
2.52K
$224K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 7.21% |
$662 - $705
|
119
$10.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
65+ 1.64% |
$5.38K - $5.73K
|
4.02K
$357K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$579 - $617
|
3.6K
$320K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-6- 15.38% |
$496 - $529
|
33
$2.93K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2- 11.11% |
$165 - $176
|
16
$1.42K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
34+ 0.15% |
$2.81K - $3K
|
22.9K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-32- 0.92% |
$2.65K - $2.82K
|
3.44K
$306K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-111- 2.53% |
$9.18K - $9.78K
|
4.28K
$380K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
578+ 21.03% |
$47.8K - $50.9K
|
3.33K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
103+ 1.3% |
$8.52K - $9.08K
|
8.01K
$711K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3+ 0.12% |
$248 - $264
|
2.47K
$219K
|
|