Latest Institutional Sells 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 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
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
SELL
 -
-3.19K
- 15.49%
$177K - $206K
17.4K $1.37M
Oct 18, 2022 Q3 2022
Ccg Wealth Management, LLC

SELL
 -
-2.15K
- 27.55%
$119K - $139K
5.66K $445K
Dec 05, 2022 Q3 2022
Lfs Asset Management

San Ramon, CA
SELL
 -
-1.79K
- 12.28%
$99.2K - $115K
12.8K $1.01M
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-572
Closed
$31.7K - $36.9K
0 $0
Nov 02, 2022 Q3 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
SELL
 -
-153
- 43.71%
$8.48K - $9.87K
197 $15.5K
Q2 2022
Aug 03, 2022 Q2 2022
Sweet Financial Partners, LLC

SELL
 -
-174K
Closed
$10.2M - $12.1M
0 $0
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

SELL
 -
-173K
Closed
$10.2M - $12.1M
0 $0
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-108K
Closed
$6.34M - $7.51M
0 $0
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-28.6K
Closed
$1.68M - $1.99M
0 $0
Jul 22, 2022 Q2 2022
Paragon Advisors, LLC

SELL
 -
-10.9K
Closed
$640K - $758K
0 $0
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-4.54K
Closed
$266K - $315K
0 $0
Jul 26, 2022 Q2 2022
Fullen Financial Group

SELL
 -
-3.7K
Closed
$217K - $257K
0 $0
Jul 22, 2022 Q2 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-3.38K
Closed
$198K - $235K
0 $0
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

SELL
 -
-3.38K
Closed
$198K - $235K
0 $0
Jul 19, 2022 Q2 2022
Spinnaker Investment Group, LLC

SELL
 -
-3.17K
Closed
$186K - $220K
0 $0
Aug 08, 2022 Q2 2022
Thrive Capital Management, LLC

Fort Washington, PA
SELL
 -
-3.13K
Closed
$183K - $217K
0 $0
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

SELL
 -
-3.11K
Closed
$183K - $216K
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-3.1K
Closed
$182K - $215K
0 $0
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-2.9K
Closed
$170K - $202K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-1.43K
Closed
$84.1K - $99.6K
0 $0
Aug 11, 2022 Q2 2022
Cassia Capital Partners, LLC

Winston Salem, NC
SELL
 -
-1.17K
- 12.31%
$68.4K - $81.1K
8.31K $653K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-891
Closed
$52.3K - $61.9K
0 $0
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-609
Closed
$35.7K - $42.3K
0 $0
Jul 26, 2022 Q2 2022
Carroll Investors, Inc

SELL
 -
-453
Closed
$26.6K - $31.5K
0 $0
Aug 05, 2022 Q2 2022
Oakworth Capital, Inc.

SELL
 -
-244
- 58.1%
$14.3K - $17K
176 $13.8K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-150
Closed
$8.8K - $10.4K
0 $0
May 15, 2024 Q2 2022
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-75
- 5.36%
$4.4K - $5.21K
1.33K $104K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-24
- 92.31%
$1.41K - $1.67K
2 $157
Q1 2022
Apr 25, 2022 Q1 2022
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-121K
Closed
$7.85M - $8.83M
0 $0
May 16, 2022 Q1 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-12.7K
Closed
$827K - $931K
0 $0
Apr 20, 2022 Q1 2022
Wolf Group Capital Advisors

SELL
 -
-6.07K
Closed
$395K - $444K
0 $0
May 13, 2022 Q1 2022
Aspire Capital Advisors LLC

Seattle, WA
SELL
 -
-4.01K
Closed
$260K - $293K
0 $0
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

SELL
 -
-3.06K
Closed
$199K - $224K
0 $0
May 06, 2022 Q1 2022
Koss Olinger Consulting, LLC

SELL
 -
-2.77K
Closed
$180K - $203K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-2.04K
Closed
$132K - $149K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-553
Closed
$35.9K - $40.5K
0 $0
May 17, 2022 Q1 2022
Lake Point Wealth Management

SELL
 -
-220
- 61.97%
$14.3K - $16.1K
135 $10.6K
Apr 29, 2022 Q1 2022
Atwood & Palmer Inc

SELL
 -
-66
Closed
$4.29K - $4.83K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-32
Closed
$2.08K - $2.34K
0 $0
Apr 08, 2022 Q1 2022
Mc Naughton Wealth Management, LLC

SELL
 -
-17
- 0.49%
$1.11K - $1.24K
3.49K $274K
May 03, 2022 Q1 2022
Sterling Investment Advisors, Ltd.

SELL
 -
-10
- 1.27%
$650 - $732
775 $60.9K
Q4 2021
Feb 04, 2022 Q4 2021
Clarity Financial LLC

SELL
 -
-25.8K
Closed
$1.79M - $1.9M
0 $0
Feb 11, 2022 Q4 2021
Cooper Financial Group

SELL
 -
-13.3K
Closed
$924K - $978K
0 $0
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-3.65K
Closed
$254K - $269K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-89
Closed
$6.18K - $6.55K
0 $0
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-52
Closed
$3.61K - $3.83K
0 $0
Q3 2021
Mar 11, 2024 Q3 2021
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-9.8K
Closed
$679K - $713K
0 $0
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-4.77K
Closed
$331K - $347K
0 $0
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-600
Closed
$41.6K - $43.7K
0 $0

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