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
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3+ 0.12% |
$248 - $264
|
2.47K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2+ 0.06% |
$165 - $176
|
3.16K
$281K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.7% |
$165 - $176
|
289
$25.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.66% |
$165 - $176
|
304
$27K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.0% |
$82.7 - $88.1
|
101
$8.97K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.16% |
$82.7 - $88.1
|
643
$57.1K
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.3KNew |
$646K - $775K
|
9.3K
$826K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.3KNew |
$646K - $775K
|
9.3K
$826K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.7KNew |
$396K - $475K
|
5.7K
$506K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.93K+ 24.46% |
$342K - $411K
|
25.1K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$236K - $283K
|
3.4K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3K+ 96.77% |
$208K - $250K
|
6.1K
$542K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.93KNew |
$203K - $244K
|
2.93K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.41KNew |
$167K - $201K
|
2.41K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.39KNew |
$166K - $199K
|
2.39K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.35K+ 49.1% |
$164K - $196K
|
7.15K
$635K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.3K+ 30.43% |
$90.3K - $108K
|
5.57K
$495K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.18K+ 19.33% |
$81.6K - $98K
|
7.25K
$644K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
936+ 443.6% |
$65K - $78.1K
|
1.15K
$102K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
658New |
$45.7K - $54.9K
|
658
$58.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
590+ 80.71% |
$41K - $49.2K
|
1.32K
$117K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
406New |
$28.2K - $33.9K
|
406
$36.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
344+ 1.02% |
$23.9K - $28.7K
|
34.1K
$3.03M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
303+ 5.0% |
$21K - $25.3K
|
6.36K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
293+ 6.39% |
$20.4K - $24.4K
|
4.88K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
225New |
$15.6K - $18.8K
|
225
$20K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
221+ 7.28% |
$15.4K - $18.4K
|
3.26K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
202+ 4.65% |
$14K - $16.8K
|
4.55K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39+ 1.31% |
$2.71K - $3.25K
|
3.02K
$268K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$834 - $1K
|
12
$1.07K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$834 - $1K
|
12
$1.07K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.18% |
$625 - $751
|
5.15K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7New |
$486 - $584
|
7
$622
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
3New |
$208 - $250
|
3
$266
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.95% |
$69.5 - $83.4
|
106
$9.41K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 2.17% |
$69.5 - $83.4
|
47
$4.17K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.52KNew |
$569K - $602K
|
7.52K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.1KNew |
$537K - $568K
|
7.1K
$630K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.64KNew |
$427K - $451K
|
5.64K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$332K - $351K
|
4.38K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.59KNew |
$272K - $287K
|
3.59K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.44KNew |
$261K - $275K
|
3.44K
$306K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15KNew |
$87.2K - $92.2K
|
1.15K
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
870+ 5.58% |
$65.9K - $69.6K
|
16.5K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
381+ 249.02% |
$28.8K - $30.5K
|
534
$47.4K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
259New |
$19.6K - $20.7K
|
259
$23K
|
|