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 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
75New |
$4.16K - $4.84K
|
75
$5.84K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
45New |
$2.5K - $2.9K
|
45
$3.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$1.94K - $2.26K
|
35
$2.72K
|
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
28+ 3.3% |
$1.55K - $1.81K
|
876
$68.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
27New |
$1.5K - $1.74K
|
27
$2.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 0.8% |
$832 - $968
|
1.88K
$146K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15New |
$832 - $968
|
15
$1.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6+ 33.33% |
$333 - $387
|
24
$1.87K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.3KNew |
$1.07M - $1.27M
|
18.3K
$1.42M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$687K - $813K
|
11.7K
$910K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
4.17KNew |
$245K - $290K
|
4.17K
$325K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
1.09K+ 49.82% |
$64K - $75.8K
|
3.28K
$255K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$60.5K - $71.6K
|
1.03K
$80.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300New |
$17.6K - $20.9K
|
300
$23.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
239+ 7.38% |
$14K - $16.6K
|
3.48K
$271K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
204New |
$12K - $14.2K
|
204
$15.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
139+ 3.28% |
$8.16K - $9.66K
|
4.37K
$340K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
91+ 9.35% |
$5.34K - $6.33K
|
1.06K
$82.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
37New |
$2.17K - $2.57K
|
37
$2.88K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
10+ 0.23% |
$587 - $695
|
4.32K
$336K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
142KNew |
$9.22M - $10.4M
|
142K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
195New |
$12.7K - $14.3K
|
195
$15.2K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10New |
$650 - $732
|
10
$778
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4New |
$260 - $293
|
4
$311
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
820New |
$57K - $60.4K
|
820
$63.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
87New |
$6.05K - $6.4K
|
87
$6.77K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
278New |
$19.3K - $20.2K
|
278
$21.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
59+ 1475.0% |
$4.09K - $4.29K
|
63
$4.9K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14New |
$970 - $1.02K
|
14
$1.09K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11New |
$762 - $800
|
11
$856
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
432New |
$29.2K - $30.6K
|
432
$33.6K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
90New |
$6.08K - $6.38K
|
90
$7K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.83KNew |
$217K - $246K
|
3.83K
$298K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49New |
$2.78K - $3.15K
|
49
$3.81K
|
|
| Q2 2020 | |||||||
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50+ 30.3% |
$2.3K - $2.83K
|
215
$16.7K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 0.71% |
$414 - $510
|
1.28K
$99.2K
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.83KNew |
$333K - $465K
|
7.83K
$609K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
432New |
$23.1K - $25.2K
|
432
$33.6K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
49New |
$2.58K - $2.72K
|
49
$3.81K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$109K - $127K
|
2.32K
$181K
|
|
|
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$4.7K - $5.47K
|
100
$7.78K
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
25New |
$1.18K - $1.37K
|
25
$1.95K
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
140+ 18.67% |
$7.38K - $7.66K
|
890
$69.2K
|
|
| Q3 2017 | |||||||
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
118New |
$6.28K - $6.32K
|
118
$9.18K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$53.2 - $53.6
|
1
$77.8
|
|
| Q1 2016 | |||||||
|
Sep 07, 2021
Q1 2016
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7.11KNew |
N/A
|
7.11K
$553K
|
|