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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2K+ 39.48% |
$153K - $160K
|
7.08K
$522K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.94K+ 6.87% |
$149K - $155K
|
30.2K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.91% |
$128K - $134K
|
59.2K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 18.39% |
$120K - $125K
|
10.1K
$745K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.34K+ 28.61% |
$103K - $107K
|
6.02K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.31K+ 11.6% |
$100K - $105K
|
12.6K
$929K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.28K+ 18.22% |
$98.1K - $102K
|
8.3K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 2.1% |
$97.6K - $102K
|
61.8K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 34.8% |
$89.8K - $93.6K
|
4.54K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 8.9% |
$81.1K - $84.6K
|
13K
$956K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
998+ 4.0% |
$76.5K - $79.7K
|
25.9K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
992+ 6.09% |
$76K - $79.2K
|
17.3K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
977+ 0.62% |
$74.8K - $78K
|
160K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
944+ 20.23% |
$72.3K - $75.4K
|
5.61K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
902+ 26.93% |
$69.1K - $72.1K
|
4.25K
$314K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
886+ 21.35% |
$67.9K - $70.8K
|
5.04K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
879New |
$67.3K - $70.2K
|
879
$64.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
860+ 11.55% |
$65.9K - $68.7K
|
8.3K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
859New |
$65.8K - $68.6K
|
859
$63.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
854+ 3.1% |
$65.4K - $68.2K
|
28.4K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725New |
$55.5K - $57.9K
|
725
$53.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
716+ 10.1% |
$54.9K - $57.2K
|
7.81K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
712+ 14.9% |
$54.5K - $56.9K
|
5.49K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
710+ 25.73% |
$54.4K - $56.7K
|
3.47K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
710+ 7.07% |
$54.4K - $56.7K
|
10.8K
$794K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
648+ 14.27% |
$49.6K - $51.8K
|
5.19K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
640+ 9.15% |
$49K - $51.1K
|
7.63K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
633+ 18.42% |
$48.5K - $50.6K
|
4.07K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
552+ 15.58% |
$42.3K - $44.1K
|
4.1K
$302K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
542+ 6.66% |
$41.5K - $43.3K
|
8.68K
$640K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
541+ 2.47% |
$41.4K - $43.2K
|
22.5K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
537+ 3.53% |
$41.1K - $42.9K
|
15.7K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
497New |
$38.1K - $39.7K
|
497
$36.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
490New |
$37.5K - $39.1K
|
490
$36.2K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
479+ 8.12% |
$36.7K - $38.3K
|
6.38K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
475+ 8.48% |
$36.4K - $37.9K
|
6.08K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
468+ 1.97% |
$35.9K - $37.4K
|
24.2K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
465+ 1.8% |
$35.6K - $37.1K
|
26.3K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
449+ 224.5% |
$34.4K - $35.9K
|
649
$47.9K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
422+ 5.87% |
$32.3K - $33.7K
|
7.61K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
398+ 1.08% |
$30.5K - $31.8K
|
37.3K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
351+ 1.28% |
$26.9K - $28K
|
27.8K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
347+ 10.1% |
$26.6K - $27.7K
|
3.78K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
336+ 1.43% |
$25.7K - $26.8K
|
23.9K
$1.76M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
327+ 0.95% |
$25.1K - $26.1K
|
34.7K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
267+ 5.04% |
$20.5K - $21.3K
|
5.56K
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
253New |
$19.4K - $20.2K
|
253
$18.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
247+ 5.58% |
$18.9K - $19.7K
|
4.67K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
245New |
$18.8K - $19.6K
|
245
$18.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
244+ 8.4% |
$18.7K - $19.5K
|
3.15K
$232K
|