Latest Institutional Purchases of Ishares Tr Core Aggressive All (AOA)
This list provides information on the latest institutional transactions involving Ishares Tr Core Aggressive All (AOA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
65.3KNew |
$5.01M - $5.22M
|
65.3K
$5.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.6K+ 962.28% |
$2.73M - $2.84M
|
39.3K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
26.3K+ 33.03% |
$2.01M - $2.1M
|
106K
$8.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
24.5K+ 44.44% |
$1.88M - $1.96M
|
79.7K
$6.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
13.1KNew |
$1M - $1.05M
|
13.1K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 18.29% |
$858K - $894K
|
72.4K
$5.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.9K+ 91.94% |
$682K - $711K
|
18.6K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.92KNew |
$377K - $393K
|
4.92K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.39KNew |
$336K - $351K
|
4.39K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
3.56KNew |
$273K - $285K
|
3.56K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.27KNew |
$250K - $261K
|
3.27K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.9KNew |
$222K - $232K
|
2.9K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.76KNew |
$211K - $220K
|
2.76K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.69KNew |
$206K - $215K
|
2.69K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.48K+ 65.86% |
$190K - $198K
|
6.23K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 8.52% |
$178K - $186K
|
29.6K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.24K+ 5.81% |
$172K - $179K
|
40.8K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.02K+ 7.85% |
$154K - $161K
|
27.7K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.97K+ 9.71% |
$151K - $157K
|
22.2K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.59K+ 11.92% |
$122K - $127K
|
14.9K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.49K+ 36.27% |
$114K - $119K
|
5.58K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.47K+ 5.99% |
$112K - $117K
|
26K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
902+ 26.93% |
$69.1K - $72.1K
|
4.25K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
854+ 3.1% |
$65.4K - $68.2K
|
28.4K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
581+ 3.32% |
$44.5K - $46.4K
|
18.1K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
552+ 15.58% |
$42.3K - $44.1K
|
4.1K
$323K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
541+ 2.47% |
$41.4K - $43.2K
|
22.5K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
537+ 3.53% |
$41.1K - $42.9K
|
15.7K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
535+ 12.38% |
$41K - $42.7K
|
4.86K
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
479+ 8.12% |
$36.7K - $38.3K
|
6.38K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
465+ 1.8% |
$35.6K - $37.1K
|
26.3K
$2.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
327+ 0.95% |
$25.1K - $26.1K
|
34.7K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
289+ 4.02% |
$22.1K - $23.1K
|
7.48K
$590K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
247+ 5.58% |
$18.9K - $19.7K
|
4.67K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
244+ 8.4% |
$18.7K - $19.5K
|
3.15K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
213+ 0.47% |
$16.3K - $17K
|
45.5K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
206+ 3.93% |
$15.8K - $16.5K
|
5.45K
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
150+ 2.12% |
$11.5K - $12K
|
7.23K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
132New |
$10.1K - $10.5K
|
132
$10.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
130New |
$9.96K - $10.4K
|
130
$10.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
122+ 2.28% |
$9.35K - $9.75K
|
5.47K
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
118+ 3.57% |
$9.04K - $9.43K
|
3.42K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
103+ 1.23% |
$7.89K - $8.23K
|
8.49K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
85+ 19.77% |
$6.51K - $6.79K
|
515
$40.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
78+ 17.49% |
$5.98K - $6.23K
|
524
$41.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
71+ 2.23% |
$5.44K - $5.67K
|
3.26K
$257K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 0.92% |
$4.37K - $4.55K
|
6.28K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48+ 1.29% |
$3.68K - $3.83K
|
3.78K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
39+ 0.95% |
$2.99K - $3.12K
|
4.15K
$327K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
39+ 1.33% |
$2.99K - $3.12K
|
2.98K
$235K
|