Latest Institutional Purchases of Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

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
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
11.2K
New
$757K - $821K
11.2K $869K
May 13, 2024 Q1 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
5.63K
New
$381K - $414K
5.63K $438K
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
4.25K
New
$288K - $312K
4.25K $331K
May 13, 2024 Q1 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
3.69K
New
$250K - $271K
3.69K $287K
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
3.51K
New
$237K - $258K
3.51K $273K
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
1.96K
+ 63.21%
$133K - $144K
5.07K $395K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
980
+ 6.42%
$66.4K - $72K
16.3K $1.26M
May 14, 2024 Q1 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
731
New
$49.5K - $53.7K
731 $56.9K
May 07, 2024 Q1 2024
Washington Trust Advisors, Inc.

BUY
 -
691
New
$46.8K - $50.8K
691 $53.8K
May 15, 2024 Q1 2024
Sentinus, LLC

Oak Brook, IL
BUY
 -
646
+ 9.5%
$43.8K - $47.5K
7.45K $580K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
123
New
$8.33K - $9.04K
123 $9.57K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
100
New
$6.78K - $7.35K
100 $7.78K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
83
+ 2.2%
$5.62K - $6.1K
3.86K $300K
May 07, 2024 Q1 2024
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
81
+ 1.68%
$5.49K - $5.95K
4.9K $381K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
27
New
$1.83K - $1.98K
27 $2.1K
Aug 16, 2024 Q1 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
20
New
$1.36K - $1.47K
20 $1.56K
May 06, 2024 Q1 2024
Addison Advisors LLC

BUY
 -
11
+ 21.15%
$745 - $809
63 $4.9K
May 08, 2024 Q1 2024
Paladin Advisory Group, LLC

BUY
 -
8
New
$542 - $588
8 $622
Q4 2023
Feb 14, 2024 Q4 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.7K
New
$408K - $464K
6.7K $521K
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
5.49K
+ 7.42%
$335K - $380K
79.5K $6.18M
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
5.27K
New
$321K - $365K
5.27K $410K
Feb 07, 2024 Q4 2023
Janney Capital Management LLC

BUY
 -
4.4K
New
$268K - $305K
4.4K $343K
Jan 10, 2024 Q4 2023
Marcum Wealth, LLC

BUY
 -
4.31K
New
$263K - $298K
4.31K $335K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
3.58K
New
$218K - $248K
3.58K $278K
Feb 14, 2024 Q4 2023
Zacks Investment Management

Chicago, IL
BUY
 -
3.35K
New
$204K - $232K
3.35K $261K
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
3.35K
New
$204K - $232K
3.35K $261K
Feb 06, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.26K
New
$199K - $226K
3.26K $254K
Jan 29, 2024 Q4 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
3.21K
New
$195K - $222K
3.21K $249K
Feb 02, 2024 Q4 2023
Penobscot Wealth Management

BUY
 -
3.02K
New
$184K - $209K
3.02K $235K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.91K
New
$178K - $202K
2.91K $227K
Feb 14, 2024 Q4 2023
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
1.6K
New
$97.5K - $111K
1.6K $124K
Jan 11, 2024 Q4 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
1.57K
+ 28.93%
$95.7K - $109K
7K $544K
Jan 23, 2024 Q4 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
1.16K
+ 36.54%
$70.9K - $80.6K
4.35K $338K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
683
New
$41.6K - $47.3K
683 $53.1K
Aug 06, 2024 Q4 2023
Hantz Financial Services, Inc.

BUY
 -
601
+ 138.48%
$36.6K - $41.6K
1.04K $80.5K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
592
New
$36.1K - $41K
592 $46.1K
Feb 01, 2024 Q4 2023
Gamma Investing LLC

Foster City, CA
BUY
 -
495
New
$30.2K - $34.3K
495 $38.5K
Feb 09, 2024 Q4 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
167
+ 4.46%
$10.2K - $11.6K
3.91K $304K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
142
New
$8.66K - $9.84K
142 $11K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
74
New
$4.51K - $5.13K
74 $5.76K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
44
New
$2.68K - $3.05K
44 $3.42K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
44
New
$2.68K - $3.05K
44 $3.42K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
29
New
$1.77K - $2.01K
29 $2.26K
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

BUY
 -
15
+ 0.37%
$914 - $1.04K
4.05K $315K
Q3 2023
Oct 10, 2023 Q3 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
11.4K
New
$723K - $774K
11.4K $890K
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
9.63K
New
$609K - $652K
9.63K $749K
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
5.6K
New
$354K - $380K
5.6K $436K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
3.44K
New
$218K - $233K
3.44K $268K
Oct 16, 2023 Q3 2023
Forte Asset Management LLC

BUY
 -
760
+ 10.17%
$48.1K - $51.5K
8.23K $641K

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