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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.98% |
$7.28K - $7.76K
|
4.54K
$403K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80+ 0.29% |
$6.62K - $7.05K
|
28K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
78+ 2.51% |
$6.45K - $6.87K
|
3.18K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.75% |
$6.04K - $6.43K
|
9.76K
$867K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
67+ 43.79% |
$5.54K - $5.91K
|
220
$19.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
65+ 1.64% |
$5.38K - $5.73K
|
4.02K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
62+ 2.04% |
$5.13K - $5.46K
|
3.1K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57+ 0.92% |
$4.71K - $5.02K
|
6.22K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
55+ 4.17% |
$4.55K - $4.85K
|
1.38K
$122K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
54+ 0.4% |
$4.47K - $4.76K
|
13.6K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
52+ 0.59% |
$4.3K - $4.58K
|
8.85K
$786K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
51+ 9.44% |
$4.22K - $4.5K
|
591
$52.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 1.49% |
$4.14K - $4.41K
|
3.41K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.87% |
$3.89K - $4.14K
|
5.46K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45+ 0.78% |
$3.72K - $3.97K
|
5.81K
$516K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45+ 0.68% |
$3.72K - $3.97K
|
6.64K
$589K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
42+ 1.21% |
$3.47K - $3.7K
|
3.53K
$313K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39New |
$3.23K - $3.44K
|
39
$3.46K
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
38+ 0.77% |
$3.14K - $3.35K
|
4.98K
$442K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
37+ 1.54% |
$3.06K - $3.26K
|
2.44K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36+ 3.4% |
$2.98K - $3.17K
|
1.1K
$97.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
36+ 1.46% |
$2.98K - $3.17K
|
2.51K
$223K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35+ 2.99% |
$2.89K - $3.08K
|
1.21K
$107K
|
|
|
Nov 06, 2025
Q3 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 0.96% |
$2.81K - $3K
|
3.56K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
34+ 0.15% |
$2.81K - $3K
|
22.9K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
32+ 0.32% |
$2.65K - $2.82K
|
9.92K
$881K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32+ 0.11% |
$2.65K - $2.82K
|
29.6K
$2.63M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
31+ 0.76% |
$2.56K - $2.73K
|
4.09K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
29+ 0.49% |
$2.4K - $2.56K
|
5.96K
$529K
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
28+ 0.46% |
$2.32K - $2.47K
|
6.13K
$544K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
26+ 1.07% |
$2.15K - $2.29K
|
2.47K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
26+ 0.49% |
$2.15K - $2.29K
|
5.38K
$477K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
24+ 0.73% |
$1.99K - $2.12K
|
3.33K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22+ 0.74% |
$1.82K - $1.94K
|
3.01K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
18+ 0.64% |
$1.49K - $1.59K
|
2.81K
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
18+ 0.74% |
$1.49K - $1.59K
|
2.44K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.69% |
$1.49K - $1.59K
|
2.64K
$234K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18+ 7.73% |
$1.49K - $1.59K
|
251
$22.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.73% |
$1.24K - $1.32K
|
2.08K
$185K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 0.28% |
$993 - $1.06K
|
4.28K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
11New |
$910 - $970
|
11
$977
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
10+ 0.29% |
$827 - $881
|
3.45K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9+ 27.27% |
$744 - $793
|
42
$3.73K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.76% |
$744 - $793
|
1.19K
$106K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.28% |
$662 - $705
|
2.85K
$253K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 7.21% |
$662 - $705
|
119
$10.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.72% |
$579 - $617
|
977
$86.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
7+ 0.29% |
$579 - $617
|
2.38K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$579 - $617
|
3.6K
$320K
|
|
|
Nov 12, 2025
Q3 2025
|
Ckw Financial Group
|
BUY
|
- |
5+ 0.66% |
$414 - $441
|
757
$67.2K
|
|