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
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
12
New
$840 - $901
12 $885
Jul 15, 2024 Q2 2024
Guardian Financial Partners, LLC

BUY
 -
9
+ 0.29%
$630 - $676
3.07K $226K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
5
New
$350 - $375
5 $369
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
4
New
$280 - $300
4 $295
Q1 2024
Apr 12, 2024 Q1 2024
Charles Schwab Trust CO

BUY
 -
38.1K
New
$2.58M - $2.8M
38.1K $2.81M
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
26.2K
+ 86.81%
$1.78M - $1.93M
56.5K $4.17M
May 15, 2024 Q1 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
23.3K
New
$1.58M - $1.71M
23.3K $1.72M
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
11.2K
New
$757K - $821K
11.2K $824K
May 13, 2024 Q1 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
5.63K
New
$381K - $414K
5.63K $415K
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
4.25K
New
$288K - $312K
4.25K $314K
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
3.51K
New
$237K - $258K
3.51K $259K
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
1.96K
+ 63.21%
$133K - $144K
5.07K $374K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
980
+ 6.42%
$66.4K - $72K
16.3K $1.2M
May 14, 2024 Q1 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
731
New
$49.5K - $53.7K
731 $53.9K
May 07, 2024 Q1 2024
Washington Trust Advisors, Inc.

BUY
 -
691
New
$46.8K - $50.8K
691 $51K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
153
New
$10.4K - $11.2K
153 $11.3K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
123
New
$8.33K - $9.04K
123 $9.08K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
100
New
$6.78K - $7.35K
100 $7.38K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
83
+ 2.2%
$5.62K - $6.1K
3.86K $285K
May 07, 2024 Q1 2024
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
81
+ 1.68%
$5.49K - $5.95K
4.9K $362K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
27
New
$1.83K - $1.98K
27 $1.99K
Aug 16, 2024 Q1 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
20
New
$1.36K - $1.47K
20 $1.48K
May 06, 2024 Q1 2024
Addison Advisors LLC

BUY
 -
11
+ 21.15%
$745 - $809
63 $4.65K
Q4 2023
Feb 14, 2024 Q4 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.7K
New
$408K - $464K
6.7K $494K
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
5.49K
+ 7.42%
$335K - $380K
79.5K $5.86M
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
5.27K
New
$321K - $365K
5.27K $389K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
3.58K
New
$218K - $248K
3.58K $264K
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
3.35K
New
$204K - $232K
3.35K $247K
Feb 06, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.26K
New
$199K - $226K
3.26K $241K
Jan 29, 2024 Q4 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
3.21K
New
$195K - $222K
3.21K $236K
Feb 02, 2024 Q4 2023
Penobscot Wealth Management

BUY
 -
3.02K
New
$184K - $209K
3.02K $223K
Feb 14, 2024 Q4 2023
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
1.6K
New
$97.5K - $111K
1.6K $118K
Jan 11, 2024 Q4 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
1.57K
+ 28.93%
$95.7K - $109K
7K $516K
Jan 23, 2024 Q4 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
1.16K
+ 36.54%
$70.9K - $80.6K
4.35K $321K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
683
New
$41.6K - $47.3K
683 $50.4K
Aug 06, 2024 Q4 2023
Hantz Financial Services, Inc.

BUY
 -
601
+ 138.48%
$36.6K - $41.6K
1.04K $76.4K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
592
New
$36.1K - $41K
592 $43.7K
Feb 09, 2024 Q4 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
167
+ 4.46%
$10.2K - $11.6K
3.91K $289K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
142
New
$8.66K - $9.84K
142 $10.5K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
74
New
$4.51K - $5.13K
74 $5.46K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
44
New
$2.68K - $3.05K
44 $3.25K
Q3 2023
Oct 10, 2023 Q3 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
11.4K
New
$723K - $774K
11.4K $844K
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
9.63K
New
$609K - $652K
9.63K $710K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
3.44K
New
$218K - $233K
3.44K $254K
Oct 16, 2023 Q3 2023
Forte Asset Management LLC

BUY
 -
760
+ 10.17%
$48.1K - $51.5K
8.23K $608K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
499
New
$31.6K - $33.8K
499 $36.8K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
473
New
$29.9K - $32K
473 $34.9K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
100
New
$6.32K - $6.77K
100 $7.38K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
94
+ 60.26%
$5.94K - $6.37K
250 $18.4K

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