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 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
15.5KNew |
$1.34M - $1.4M
|
15.5K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.99K+ 183.0% |
$864K - $900K
|
15.4K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.39KNew |
$639K - $666K
|
7.39K
$656K
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.2KNew |
$450K - $469K
|
5.2K
$462K
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
4.74KNew |
$410K - $427K
|
4.74K
$421K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.5KNew |
$216K - $225K
|
2.5K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.44K+ 11.76% |
$211K - $220K
|
23.2K
$2.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.4K+ 9.5% |
$207K - $216K
|
27.6K
$2.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.3KNew |
$199K - $207K
|
2.3K
$204K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.25KNew |
$195K - $203K
|
2.25K
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.24KNew |
$193K - $202K
|
2.24K
$199K
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.71K+ 21.29% |
$147K - $154K
|
9.71K
$863K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.7K+ 19.72% |
$147K - $154K
|
10.3K
$919K
|
|
|
Jan 23, 2026
Q4 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.62K+ 3.5% |
$140K - $146K
|
48K
$4.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 28.84% |
$113K - $118K
|
5.85K
$520K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
989+ 32.87% |
$85.6K - $89.1K
|
4K
$355K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
934New |
$80.8K - $84.2K
|
934
$82.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
755+ 3.3% |
$65.3K - $68K
|
23.6K
$2.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
668+ 6.75% |
$57.8K - $60.2K
|
10.6K
$939K
|
|
|
Jan 08, 2026
Q4 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
618+ 2.48% |
$53.5K - $55.7K
|
25.5K
$2.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
522+ 21.76% |
$45.2K - $47K
|
2.92K
$259K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
513+ 4.88% |
$44.4K - $46.2K
|
11K
$979K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
453+ 39.05% |
$39.2K - $40.8K
|
1.61K
$143K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
426+ 2.72% |
$36.9K - $38.4K
|
16.1K
$1.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
409+ 3.19% |
$35.4K - $36.9K
|
13.2K
$1.17M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
381+ 11.66% |
$33K - $34.3K
|
3.65K
$324K
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
379+ 12.23% |
$32.8K - $34.2K
|
3.48K
$309K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
361+ 4.17% |
$31.2K - $32.5K
|
9.02K
$801K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
303+ 2.46% |
$26.2K - $27.3K
|
12.6K
$1.12M
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
300+ 4.61% |
$26K - $27K
|
6.81K
$605K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
227+ 5.64% |
$19.6K - $20.5K
|
4.25K
$378K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
219+ 1.48% |
$18.9K - $19.7K
|
15K
$1.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
205+ 1.43% |
$17.7K - $18.5K
|
14.5K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
172+ 1.21% |
$14.9K - $15.5K
|
14.4K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
170+ 5.3% |
$14.7K - $15.3K
|
3.38K
$300K
|
|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
BUY
|
- |
124+ 3.52% |
$10.7K - $11.2K
|
3.65K
$324K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
90New |
$7.79K - $8.11K
|
90
$7.99K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
89+ 2.61% |
$7.7K - $8.02K
|
3.5K
$310K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
82+ 1.83% |
$7.09K - $7.39K
|
4.57K
$406K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
80+ 0.71% |
$6.92K - $7.21K
|
11.3K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
72+ 1.45% |
$6.23K - $6.49K
|
5.05K
$448K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
71+ 0.37% |
$6.14K - $6.4K
|
19.2K
$1.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
46+ 1.83% |
$3.98K - $4.15K
|
2.55K
$227K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 1.34% |
$3.55K - $3.69K
|
3.11K
$276K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
36+ 144.0% |
$3.11K - $3.24K
|
61
$5.42K
|
|
|
Jan 22, 2026
Q4 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
26+ 0.9% |
$2.25K - $2.34K
|
2.91K
$258K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.25% |
$2.25K - $2.34K
|
2.11K
$187K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
25+ 0.39% |
$2.16K - $2.25K
|
6.46K
$574K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
25New |
$2.16K - $2.25K
|
25
$2.22K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16New |
$1.38K - $1.44K
|
16
$1.42K
|
|