Purchases and Sales Made in Q2 2025 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR CORE AGGRESSIVE ALL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
476K+ 58402.82% |
$33.1M - $39.7M
|
477K
$42.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
37.6K+ 34.33% |
$2.61M - $3.13M
|
147K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.5K+ 30.45% |
$1.84M - $2.21M
|
114K
$10.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.3K+ 82.22% |
$1.76M - $2.11M
|
56.1K
$4.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 76.03% |
$1.47M - $1.77M
|
49.1K
$4.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
20.3K+ 253.14% |
$1.41M - $1.69M
|
28.3K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 15.72% |
$1.24M - $1.49M
|
132K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8K+ 269.92% |
$1.24M - $1.48M
|
24.4K
$2.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 18.49% |
$1.21M - $1.45M
|
112K
$9.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 221.4% |
$1.17M - $1.41M
|
24.5K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.3K+ 38.55% |
$1.13M - $1.36M
|
58.5K
$5.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 7.51% |
$835K - $1M
|
172K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$787K - $946K
|
11.3K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$740K - $888K
|
10.7K
$946K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.4K+ 189.4% |
$721K - $866K
|
15.9K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$719K - $863K
|
10.4K
$919K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.3KNew |
$646K - $775K
|
9.3K
$826K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.3KNew |
$646K - $775K
|
9.3K
$826K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.22K+ 241.28% |
$641K - $769K
|
13K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8.5K+ 6.61% |
$590K - $709K
|
137K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.28K+ 73.68% |
$575K - $691K
|
19.5K
$1.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.67K+ 12.6% |
$464K - $557K
|
59.7K
$5.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.55K+ 21.97% |
$455K - $546K
|
36.3K
$3.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.91K+ 68.19% |
$410K - $493K
|
14.6K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.79K+ 1.1% |
$402K - $483K
|
531K
$47.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.71K+ 81.83% |
$397K - $476K
|
12.7K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.7KNew |
$396K - $475K
|
5.7K
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.67K+ 7.99% |
$394K - $473K
|
76.7K
$6.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.29K+ 39.14% |
$367K - $441K
|
18.8K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.96K+ 30.43% |
$345K - $414K
|
21.3K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.94KNew |
$343K - $412K
|
4.94K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.93KNew |
$342K - $411K
|
4.93K
$438K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.93K+ 24.46% |
$342K - $411K
|
25.1K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.93K+ 24.46% |
$342K - $411K
|
25.1K
$2.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.63K+ 5.9% |
$321K - $386K
|
83.1K
$7.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.36K+ 9.63% |
$303K - $364K
|
49.6K
$4.41M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 39.86% |
$263K - $316K
|
13.3K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.75K+ 38.36% |
$260K - $312K
|
13.5K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.57K+ 2.47% |
$248K - $297K
|
148K
$13.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$236K - $283K
|
3.4K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.39K+ 14.08% |
$235K - $283K
|
27.5K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$230K - $276K
|
3.32K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 4.03% |
$229K - $276K
|
85.2K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.1KNew |
$216K - $259K
|
3.1K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.07KNew |
$213K - $256K
|
3.07K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3K+ 96.77% |
$208K - $250K
|
6.1K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.99KNew |
$208K - $250K
|
2.99K
$266K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.98K+ 45.09% |
$207K - $248K
|
9.58K
$851K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.93KNew |
$203K - $244K
|
2.93K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
2.8KNew |
$194K - $233K
|
2.8K
$248K
|
|