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 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.28K+ 0.47% |
$92.4K - $101K
|
276K
$21.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.46% |
$1.51K - $1.66K
|
4.54K
$357K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
62+ 1.84% |
$4.47K - $4.9K
|
3.44K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.82% |
$144 - $158
|
246
$19.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
302+ 1.89% |
$21.8K - $23.9K
|
16.3K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
10+ 250.0% |
$721 - $791
|
14
$1.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
263+ 3.34% |
$19K - $20.8K
|
8.14K
$640K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
994+ 1.71% |
$71.7K - $78.6K
|
59K
$4.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.72K- 3.87% |
$557K - $610K
|
192K
$15.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 8.33% |
$72.1 - $79.1
|
11
$865
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 1.23% |
$649 - $711
|
741
$58.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
43New |
$3.1K - $3.4K
|
43
$3.38K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.65% |
$72.1 - $79.1
|
156
$12.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
110New |
$7.93K - $8.7K
|
110
$8.65K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-150- 0.99% |
$10.8K - $11.9K
|
15.1K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
136+ 3.53% |
$9.81K - $10.8K
|
3.99K
$314K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-129- 0.35% |
$9.3K - $10.2K
|
36.9K
$2.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.26KNew |
$235K - $258K
|
3.26K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.69% |
$216 - $237
|
440
$34.6K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.1K+ 7836.8% |
$1.31M - $1.43M
|
18.3K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-700- 7.87% |
$50.5K - $55.3K
|
8.19K
$644K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.7% |
$1.37K - $1.5K
|
2.75K
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
361New |
$26K - $28.5K
|
361
$28.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8New |
$577 - $632
|
8
$629
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-815- 5.04% |
$58.8K - $64.4K
|
15.4K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
750+ 6.93% |
$54.1K - $59.3K
|
11.6K
$910K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.2K- 3.21% |
$231K - $253K
|
96.4K
$7.58M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
2.54KNew |
$183K - $201K
|
2.54K
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130New |
$9.37K - $10.3K
|
130
$10.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
137+ 4.49% |
$9.88K - $10.8K
|
3.19K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-257- 6.82% |
$18.5K - $20.3K
|
3.51K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-201- 2.72% |
$14.5K - $15.9K
|
7.19K
$565K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
685New |
$49.4K - $54.1K
|
685
$53.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.41K+ 31.62% |
$679K - $744K
|
39.2K
$3.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-589- 6.58% |
$42.5K - $46.6K
|
8.37K
$658K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
915+ 9.09% |
$66K - $72.3K
|
11K
$864K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-81- 0.6% |
$5.84K - $6.4K
|
13.5K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
241+ 1.41% |
$17.4K - $19.1K
|
17.4K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.61KNew |
$188K - $206K
|
2.61K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-27- 0.91% |
$1.95K - $2.13K
|
2.95K
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
127+ 1.37% |
$9.16K - $10K
|
9.42K
$741K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-56- 2.76% |
$4.04K - $4.43K
|
1.97K
$155K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
50+ 1.46% |
$3.61K - $3.95K
|
3.47K
$273K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-325- 11.05% |
$23.4K - $25.7K
|
2.62K
$206K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$7K - $7.51K
|
100
$7.86K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5+ 0.34% |
$350 - $375
|
1.46K
$114K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-103- 7.45% |
$7.21K - $7.73K
|
1.28K
$101K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.88KNew |
$201K - $216K
|
2.88K
$226K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.4K+ 46.44% |
$448K - $481K
|
20.2K
$1.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
43.3KNew |
$3.03M - $3.25M
|
43.3K
$3.4M
|
|