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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.6% |
$1.3K - $1.36K
|
2.79K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.92KNew |
$377K - $393K
|
4.92K
$375K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
244+ 8.4% |
$18.7K - $19.5K
|
3.15K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.9KNew |
$222K - $232K
|
2.9K
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 3.17% |
$536 - $559
|
228
$17.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 0.92% |
$4.37K - $4.55K
|
6.28K
$479K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
39+ 1.33% |
$2.99K - $3.12K
|
2.98K
$227K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
327+ 0.95% |
$25.1K - $26.1K
|
34.7K
$2.65M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-157- 1.35% |
$12K - $12.5K
|
11.4K
$872K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
541+ 2.47% |
$41.4K - $43.2K
|
22.5K
$1.71M
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-90- 2.36% |
$6.49K - $7.11K
|
3.72K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
243New |
$17.5K - $19.2K
|
243
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.1KNew |
$2.82M - $3.09M
|
39.1K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58KNew |
$186K - $204K
|
2.58K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.5K- 58.86% |
$1.12M - $1.22M
|
10.8K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
400New |
$28.8K - $31.6K
|
400
$30.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-141- 3.8% |
$10.2K - $11.1K
|
3.57K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
157+ 5.23% |
$11.3K - $12.4K
|
3.16K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.87KNew |
$207K - $227K
|
2.87K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
322New |
$23.2K - $25.5K
|
322
$24.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-147- 2.72% |
$10.6K - $11.6K
|
5.26K
$401K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 8.33% |
$72.1 - $79.1
|
11
$839
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
43New |
$3.1K - $3.4K
|
43
$3.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
110New |
$7.93K - $8.7K
|
110
$8.39K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.26KNew |
$235K - $258K
|
3.26K
$249K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.69% |
$216 - $237
|
440
$33.6K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.1K+ 7836.8% |
$1.31M - $1.43M
|
18.3K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
361New |
$26K - $28.5K
|
361
$27.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8New |
$577 - $632
|
8
$610
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-815- 5.04% |
$58.8K - $64.4K
|
15.4K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
750+ 6.93% |
$54.1K - $59.3K
|
11.6K
$883K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
137+ 4.49% |
$9.88K - $10.8K
|
3.19K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130New |
$9.37K - $10.3K
|
130
$9.92K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
2.54KNew |
$183K - $201K
|
2.54K
$194K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
685New |
$49.4K - $54.1K
|
685
$52.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
915+ 9.09% |
$66K - $72.3K
|
11K
$838K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
241+ 1.41% |
$17.4K - $19.1K
|
17.4K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-27- 0.91% |
$1.95K - $2.13K
|
2.95K
$225K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
127+ 1.37% |
$9.16K - $10K
|
9.42K
$719K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-56- 2.76% |
$4.04K - $4.43K
|
1.97K
$151K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
50+ 1.46% |
$3.61K - $3.95K
|
3.47K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-325- 11.05% |
$23.4K - $25.7K
|
2.62K
$200K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$7K - $7.51K
|
100
$7.63K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.88KNew |
$201K - $216K
|
2.88K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.3K- 50.64% |
$4.36M - $4.67M
|
60.7K
$4.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 48.39% |
$2.1K - $2.25K
|
32
$2.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.68K - $1.8K
|
24
$1.83K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.55KNew |
$319K - $342K
|
4.55K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.35KNew |
$655K - $702K
|
9.35K
$714K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$70 - $75.1
|
3
$229
|
|