Latest Institutional Transactions on Ishares Tr Core Aggressive All (AOA)
This table provides information on the latest institutional transactions involving Ishares Tr Core Aggressive All (AOA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.47KNew |
$250K - $274K
|
3.47K
$270K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-181- 1.97% |
$13.1K - $14.3K
|
9.02K
$702K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 8.29% |
$1.08K - $1.19K
|
196
$15.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.8K+ 496.11% |
$202K - $222K
|
3.37K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
190+ 42.22% |
$13.7K - $15K
|
640
$49.8K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
786+ 8.49% |
$56.7K - $62.1K
|
10K
$782K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
437+ 6.18% |
$31.5K - $34.5K
|
7.51K
$584K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-46- 0.93% |
$3.32K - $3.64K
|
4.92K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.99KNew |
$504K - $553K
|
6.99K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.13K- 7.85% |
$226K - $248K
|
36.7K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 12.88% |
$103K - $113K
|
9.66K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
90+ 1.7% |
$6.49K - $7.11K
|
5.38K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.1KNew |
$2.82M - $3.09M
|
39.1K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.63K+ 23.6% |
$117K - $129K
|
8.53K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
243New |
$17.5K - $19.2K
|
243
$18.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
257+ 0.75% |
$18.5K - $20.3K
|
34.4K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.01K+ 50.33% |
$361K - $396K
|
15K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.9K- 51.58% |
$209K - $229K
|
2.73K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.9K+ 7.5% |
$2.59M - $2.84M
|
515K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
86+ 0.37% |
$6.2K - $6.8K
|
23.5K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.32K+ 2.34% |
$239K - $262K
|
145K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-755- 13.95% |
$54.4K - $59.7K
|
4.66K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58KNew |
$186K - $204K
|
2.58K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.12K+ 4.34% |
$81K - $88.8K
|
27K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.78K+ 34.87% |
$705K - $773K
|
37.8K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21+ 0.72% |
$1.51K - $1.66K
|
2.94K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
93New |
$6.71K - $7.35K
|
93
$7.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-143- 0.54% |
$10.3K - $11.3K
|
26.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.5K- 58.86% |
$1.12M - $1.22M
|
10.8K
$841K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 52.69% |
$923K - $1.01M
|
37.1K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11.6K- 16.11% |
$839K - $919K
|
60.6K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-298- 7.59% |
$21.5K - $23.6K
|
3.63K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.13K- 13.21% |
$81.7K - $89.6K
|
7.44K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 0.12% |
$505 - $553
|
6.04K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54K+ 1.15% |
$111K - $121K
|
135K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.59K+ 10.43% |
$691K - $758K
|
102K
$7.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 0.73% |
$1.95K - $2.13K
|
3.73K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
225+ 2.71% |
$16.2K - $17.8K
|
8.54K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
489+ 3.12% |
$35.3K - $38.7K
|
16.2K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
283+ 0.48% |
$20.4K - $22.4K
|
59.7K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-119- 5.3% |
$8.58K - $9.41K
|
2.13K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
400New |
$28.8K - $31.6K
|
400
$31.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.44KNew |
$248K - $272K
|
3.44K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.98K+ 1.79% |
$143K - $156K
|
112K
$8.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
25+ 14.29% |
$1.8K - $1.98K
|
200
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
120+ 4.22% |
$8.65K - $9.49K
|
2.96K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
110+ 0.83% |
$7.93K - $8.7K
|
13.3K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.31K- 15.27% |
$383K - $420K
|
29.5K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26+ 0.13% |
$1.87K - $2.06K
|
20.4K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
5+ 0.69% |
$361 - $395
|
731
$56.9K
|