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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.24K+ 14.66% |
$89.3K - $97.9K
|
9.68K
$753K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.19K+ 8.27% |
$85.5K - $93.8K
|
15.5K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.12K+ 4.34% |
$81K - $88.8K
|
27K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.08K+ 2.43% |
$77.6K - $85.1K
|
45.3K
$3.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
994+ 1.71% |
$71.7K - $78.6K
|
59K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
915+ 9.09% |
$66K - $72.3K
|
11K
$855K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
885+ 1.68% |
$63.8K - $70K
|
53.7K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
853+ 22.27% |
$61.5K - $67.4K
|
4.68K
$364K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
804+ 20.65% |
$58K - $63.6K
|
4.7K
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
791+ 3.16% |
$57K - $62.5K
|
25.8K
$2.01M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
786+ 8.49% |
$56.7K - $62.1K
|
10K
$782K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
785+ 6.25% |
$56.6K - $62.1K
|
13.4K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
779+ 17.06% |
$56.2K - $61.6K
|
5.35K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
760+ 22.99% |
$54.8K - $60.1K
|
4.07K
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
756+ 2.0% |
$54.5K - $59.8K
|
38.6K
$3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
750+ 6.93% |
$54.1K - $59.3K
|
11.6K
$900K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
685New |
$49.4K - $54.1K
|
685
$53.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
669+ 3.98% |
$48.2K - $52.9K
|
17.5K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
666+ 14.42% |
$48K - $52.6K
|
5.29K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
652+ 3.69% |
$47K - $51.5K
|
18.3K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
643+ 7.61% |
$46.4K - $50.8K
|
9.1K
$708K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
625+ 5.86% |
$45.1K - $49.4K
|
11.3K
$878K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
612+ 17.85% |
$44.1K - $48.4K
|
4.04K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
600+ 13.39% |
$43.3K - $47.4K
|
5.08K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
522+ 148.3% |
$37.6K - $41.3K
|
874
$68K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
506+ 9.71% |
$36.5K - $40K
|
5.72K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
489+ 3.12% |
$35.3K - $38.7K
|
16.2K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
449+ 11.59% |
$32.4K - $35.5K
|
4.32K
$336K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
437+ 6.18% |
$31.5K - $34.5K
|
7.51K
$584K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
433+ 9.0% |
$31.2K - $34.2K
|
5.24K
$408K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
430New |
$31K - $34K
|
430
$33.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
415+ 2.61% |
$29.9K - $32.8K
|
16.3K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
400New |
$28.8K - $31.6K
|
400
$31.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
384+ 8.32% |
$27.7K - $30.4K
|
5K
$389K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
369+ 1.89% |
$26.6K - $29.2K
|
19.9K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
361New |
$26K - $28.5K
|
361
$28.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
335+ 23.66% |
$24.2K - $26.5K
|
1.75K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
322New |
$23.2K - $25.5K
|
322
$25.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
318+ 1.44% |
$22.9K - $25.1K
|
22.3K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
309+ 20.36% |
$22.3K - $24.4K
|
1.83K
$142K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
302+ 1.89% |
$21.8K - $23.9K
|
16.3K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
297+ 4.78% |
$21.4K - $23.5K
|
6.51K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
283+ 0.48% |
$20.4K - $22.4K
|
59.7K
$4.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
BUY
|
- |
267+ 3.59% |
$19.3K - $21.1K
|
7.71K
$600K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
263+ 3.34% |
$19K - $20.8K
|
8.14K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
257+ 0.75% |
$18.5K - $20.3K
|
34.4K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
243New |
$17.5K - $19.2K
|
243
$18.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
241+ 1.41% |
$17.4K - $19.1K
|
17.4K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
225+ 2.71% |
$16.2K - $17.8K
|
8.54K
$664K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
224+ 0.92% |
$16.2K - $17.7K
|
24.5K
$1.91M
|