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 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
665+ 1.03% |
$55K - $58.6K
|
65.3K
$5.8M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
625+ 2.54% |
$51.7K - $55.1K
|
25.2K
$2.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
595+ 7.08% |
$49.2K - $52.4K
|
9K
$800K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
593+ 22.5% |
$49K - $52.3K
|
3.23K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
578+ 21.03% |
$47.8K - $50.9K
|
3.33K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
530+ 21.38% |
$43.8K - $46.7K
|
3.01K
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
468+ 4.66% |
$38.7K - $41.2K
|
10.5K
$934K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
442+ 4.74% |
$36.6K - $39K
|
9.77K
$868K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
418+ 13.63% |
$34.6K - $36.8K
|
3.49K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
412+ 5.96% |
$34.1K - $36.3K
|
7.32K
$650K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
412+ 1.43% |
$34.1K - $36.3K
|
29.3K
$2.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
410+ 14.2% |
$33.9K - $36.1K
|
3.3K
$293K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
383+ 14.26% |
$31.7K - $33.8K
|
3.07K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
382New |
$31.6K - $33.7K
|
382
$33.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
375+ 14.96% |
$31K - $33.1K
|
2.88K
$256K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
368+ 7.47% |
$30.4K - $32.4K
|
5.3K
$470K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
361+ 4.92% |
$29.9K - $31.8K
|
7.7K
$684K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
359+ 10.83% |
$29.7K - $31.6K
|
3.67K
$326K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
359+ 1.75% |
$29.7K - $31.6K
|
20.9K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
350New |
$28.9K - $30.8K
|
350
$31.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
349+ 1.55% |
$28.9K - $30.8K
|
22.8K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
342+ 0.48% |
$28.3K - $30.1K
|
71.6K
$6.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
314+ 3.1% |
$26K - $27.7K
|
10.5K
$929K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
313+ 1.59% |
$25.9K - $27.6K
|
20K
$1.78M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
310+ 2.58% |
$25.6K - $27.3K
|
12.3K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
297+ 3.56% |
$24.6K - $26.2K
|
8.64K
$767K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
291+ 6.65% |
$24.1K - $25.6K
|
4.67K
$415K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
286+ 3.03% |
$23.7K - $25.2K
|
9.73K
$864K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
233+ 0.81% |
$19.3K - $20.5K
|
29K
$2.57M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
230+ 13.9% |
$19K - $20.3K
|
1.89K
$167K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
223+ 7.01% |
$18.4K - $19.7K
|
3.4K
$302K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
219+ 5.52% |
$18.1K - $19.3K
|
4.19K
$372K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
216+ 1.65% |
$17.9K - $19K
|
13.3K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
189+ 1.95% |
$15.6K - $16.7K
|
9.9K
$879K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
175New |
$14.5K - $15.4K
|
175
$15.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
170+ 2.56% |
$14.1K - $15K
|
6.81K
$605K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
165+ 2.62% |
$13.6K - $14.5K
|
6.47K
$575K
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
163+ 3.19% |
$13.5K - $14.4K
|
5.27K
$468K
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
161+ 0.7% |
$13.3K - $14.2K
|
23.1K
$2.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
157+ 18.87% |
$13K - $13.8K
|
989
$87.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153+ 3.41% |
$12.7K - $13.5K
|
4.63K
$412K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
153+ 1.53% |
$12.7K - $13.5K
|
10.2K
$902K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 2.5% |
$12.1K - $12.9K
|
5.98K
$531K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
131New |
$10.8K - $11.5K
|
131
$11.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
130+ 1.02% |
$10.8K - $11.5K
|
12.8K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
128New |
$10.6K - $11.3K
|
128
$11.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
126+ 2.48% |
$10.4K - $11.1K
|
5.21K
$462K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
125+ 2.12% |
$10.3K - $11K
|
6.03K
$535K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116+ 0.7% |
$9.59K - $10.2K
|
16.7K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
108+ 0.95% |
$8.93K - $9.52K
|
11.5K
$1.02M
|
|