Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.84K- 3.42% |
$294K - $307K
|
109K
$8.56M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.29K- 99.19% |
$252K - $263K
|
27
$2.13K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.63K- 3.32% |
$202K - $210K
|
76.5K
$6.03M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.5K- 22.27% |
$191K - $200K
|
8.72K
$687K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.95K- 7.38% |
$149K - $156K
|
24.5K
$1.93M
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.7K- 38.32% |
$130K - $136K
|
2.74K
$216K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.62K- 1.75% |
$124K - $129K
|
90.8K
$7.16M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.59K- 1.14% |
$122K - $127K
|
138K
$10.9M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.36K- 5.34% |
$104K - $109K
|
24.1K
$1.9M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-745- 2.52% |
$57.1K - $59.5K
|
28.8K
$2.27M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-725- 25.25% |
$55.5K - $57.9K
|
2.15K
$169K
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-701- 4.3% |
$53.7K - $56K
|
15.6K
$1.23M
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-697- 11.53% |
$53.4K - $55.7K
|
5.35K
$422K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-581- 4.72% |
$44.5K - $46.4K
|
11.7K
$925K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-509- 5.6% |
$39K - $40.7K
|
8.59K
$677K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-442- 2.07% |
$33.9K - $35.3K
|
20.9K
$1.65M
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-394- 12.81% |
$30.2K - $31.5K
|
2.68K
$211K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-390- 9.59% |
$29.9K - $31.2K
|
3.68K
$290K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-255- 0.58% |
$19.5K - $20.4K
|
43.9K
$3.46M
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-210- 6.87% |
$16.1K - $16.8K
|
2.85K
$224K
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-208- 6.15% |
$15.9K - $16.6K
|
3.18K
$250K
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-202- 1.01% |
$15.5K - $16.1K
|
19.7K
$1.56M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-157- 1.35% |
$12K - $12.5K
|
11.4K
$901K
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-135- 2.66% |
$10.3K - $10.8K
|
4.94K
$390K
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-112- 1.24% |
$8.58K - $8.95K
|
8.91K
$702K
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-109- 1.25% |
$8.35K - $8.71K
|
8.6K
$678K
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-98- 0.36% |
$7.51K - $7.83K
|
26.9K
$2.12M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-84- 2.16% |
$6.44K - $6.71K
|
3.81K
$300K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-80- 0.24% |
$6.13K - $6.39K
|
33.2K
$2.61M
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-34- 0.49% |
$2.6K - $2.72K
|
6.9K
$544K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-22- 2.46% |
$1.69K - $1.76K
|
871
$68.7K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.6% |
$1.3K - $1.36K
|
2.79K
$220K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4- 1.48% |
$306 - $320
|
267
$21K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.06% |
$230 - $240
|
5.28K
$416K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.02% |
$153 - $160
|
10.1K
$795K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$76.6 - $79.9
|
33.8K
$2.66M
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-129K- 60.68% |
$9.32M - $10.2M
|
83.8K
$6.6M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.5K- 58.86% |
$1.12M - $1.22M
|
10.8K
$852K
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11.7K- 16.85% |
$841K - $921K
|
57.5K
$4.53M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11.6K- 16.11% |
$839K - $919K
|
60.6K
$4.77M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-9.89K- 5.86% |
$713K - $782K
|
159K
$12.5M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.72K- 3.87% |
$557K - $610K
|
192K
$15.1M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.74K- 16.87% |
$414K - $454K
|
28.3K
$2.23M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.31K- 15.27% |
$383K - $420K
|
29.5K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 5.55% |
$323K - $354K
|
76.3K
$6.02M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.27K- 26.6% |
$236K - $258K
|
9.02K
$711K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.2K- 3.21% |
$231K - $253K
|
96.4K
$7.6M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.13K- 7.85% |
$226K - $248K
|
36.7K
$2.9M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.12K- 37.27% |
$225K - $246K
|
5.25K
$414K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.9K- 51.58% |
$209K - $229K
|
2.73K
$215K
|