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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-28Closed |
$1.94K - $2.04K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1Closed |
$69.3 - $72.8
|
0
$0
|
|
Q2 2021 | |||||||
Jul 14, 2021
Q2 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-27.1KClosed |
$1.83M - $1.92M
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.83KClosed |
$393K - $413K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.02KClosed |
$271K - $285K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.9KClosed |
$196K - $206K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.85KClosed |
$125K - $131K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-731Closed |
$49.4K - $51.8K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-587Closed |
$39.6K - $41.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-119Closed |
$8.03K - $8.44K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-9Closed |
$608 - $638
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-7Closed |
$473 - $496
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-20.3KClosed |
$1.3M - $1.37M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.01KClosed |
$384K - $405K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-4.11KClosed |
$262K - $277K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.52KClosed |
$225K - $237K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.12KClosed |
$71.5K - $75.5K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-220- 94.42% |
$14K - $14.8K
|
13
$1.02K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-199Closed |
$12.7K - $13.4K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-104Closed |
$6.64K - $7.01K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.67KClosed |
$208K - $236K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-629Closed |
$35.7K - $40.4K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-225Closed |
$12.8K - $14.5K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.06KClosed |
$388K - $427K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.42KClosed |
$298K - $327K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.67KClosed |
$202K - $222K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-165Closed |
$9.08K - $9.97K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-72Closed |
$3.96K - $4.35K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-13KClosed |
$600K - $739K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.29KClosed |
$427K - $527K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.35KClosed |
$292K - $360K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.31KClosed |
$244K - $301K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.6K- 17.81% |
$120K - $147K
|
12K
$946K
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-393Closed |
$18.1K - $22.3K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-139Closed |
$6.4K - $7.88K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-117Closed |
$5.38K - $6.63K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-84Closed |
$3.86K - $4.76K
|
0
$0
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-46Closed |
$2.12K - $2.61K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-44Closed |
$2.02K - $2.49K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Savior LLC
|
SELL
|
- |
-19Closed |
$874 - $1.08K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.47KClosed |
$318K - $444K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-5.34KClosed |
$227K - $317K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.22KClosed |
$222K - $310K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.41KClosed |
$59.8K - $83.5K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-342Closed |
$14.6K - $20.3K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-20Closed |
$851 - $1.19K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-13Closed |
$553 - $772
|
0
$0
|
|
Q4 2019 | |||||||
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-317KClosed |
$17M - $18.5M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-5.29KClosed |
$283K - $309K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-261Closed |
$14K - $15.2K
|
0
$0
|