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
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 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 $12K
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
May 03, 2022 Q1 2022
Sterling Investment Advisors, Ltd.

SELL
 -
-10
- 1.27%
$650 - $732
775 $68.8K
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
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-164
Closed
$11.4K - $11.9K
0 $0
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-43
Closed
$2.98K - $3.13K
0 $0
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-28
Closed
$1.94K - $2.04K
0 $0
Oct 19, 2021 Q3 2021
Ellevest, Inc.

SELL
 -
-1
Closed
$69.3 - $72.8
0 $0
Q2 2021
Jul 14, 2021 Q2 2021
Arq Wealth Advisors, LLC

SELL
 -
-27.1K
Closed
$1.83M - $1.92M
0 $0
Aug 19, 2021 Q2 2021
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-5.83K
Closed
$393K - $413K
0 $0
Aug 16, 2021 Q2 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-4.02K
Closed
$271K - $285K
0 $0
Jul 14, 2021 Q2 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-2.9K
Closed
$196K - $206K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.85K
Closed
$125K - $131K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-731
Closed
$49.4K - $51.8K
0 $0
Aug 02, 2021 Q2 2021
Trustcore Financial Services, LLC

SELL
 -
-587
Closed
$39.6K - $41.6K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-119
Closed
$8.03K - $8.44K
0 $0
Aug 04, 2021 Q2 2021
Annapolis Financial Services, LLC

SELL
 -
-9
Closed
$608 - $638
0 $0
Aug 03, 2021 Q2 2021
Fure Financial Corp

Bloomington, MN
SELL
 -
-7
Closed
$473 - $496
0 $0
Q1 2021
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-20.3K
Closed
$1.3M - $1.37M
0 $0
May 17, 2021 Q1 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-6.01K
Closed
$384K - $405K
0 $0
May 17, 2021 Q1 2021
Midwest Professional Planners, Ltd.

Wausau, WI
SELL
 -
-4.11K
Closed
$262K - $277K
0 $0
May 17, 2021 Q1 2021
Synergy Asset Management, LLC

Bellevue, WA
SELL
 -
-3.52K
Closed
$225K - $237K
0 $0
May 07, 2021 Q1 2021
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-1.12K
Closed
$71.5K - $75.5K
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-199
Closed
$12.7K - $13.4K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-104
Closed
$6.64K - $7.01K
0 $0
Q4 2020
Jan 28, 2021 Q4 2020
Gemmer Asset Management LLC

SELL
 -
-225
Closed
$12.8K - $14.5K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-7.06K
Closed
$388K - $427K
0 $0
Oct 27, 2020 Q3 2020
Slate Stone Wealth, LLC

SELL
 -
-5.42K
Closed
$298K - $327K
0 $0
Nov 13, 2020 Q3 2020
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-3.67K
Closed
$202K - $222K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-165
Closed
$9.08K - $9.97K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-72
Closed
$3.96K - $4.35K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-13K
Closed
$600K - $739K
0 $0
Aug 14, 2020 Q2 2020
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-9.29K
Closed
$427K - $527K
0 $0
Aug 13, 2020 Q2 2020
Cwa Asset Management Group, LLC

SELL
 -
-6.35K
Closed
$292K - $360K
0 $0

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