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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
52+ 0.59% |
$4.3K - $4.58K
|
8.85K
$766K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 0.03% |
$496 - $529
|
19.6K
$1.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 20.84% |
$123K - $131K
|
8.64K
$748K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-79- 1.11% |
$6.53K - $6.96K
|
7.05K
$610K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
67+ 43.79% |
$5.54K - $5.91K
|
220
$19K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-242- 7.73% |
$20K - $21.3K
|
2.89K
$250K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.86K+ 23.87% |
$402K - $429K
|
25.2K
$2.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.16K+ 10.59% |
$95.8K - $102K
|
12.1K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.4KNew |
$1.11M - $1.18M
|
13.4K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-562- 6.03% |
$46.5K - $49.5K
|
8.76K
$758K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.26K+ 6.45% |
$104K - $111K
|
20.8K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
105+ 3.49% |
$8.68K - $9.25K
|
3.11K
$269K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
383+ 14.26% |
$31.7K - $33.8K
|
3.07K
$265K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-148- 0.77% |
$12.2K - $13K
|
19.1K
$1.65M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
42+ 1.21% |
$3.47K - $3.7K
|
3.53K
$305K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.76% |
$82.7 - $88.1
|
133
$11.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.66% |
$165 - $176
|
304
$26.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.57K+ 207.69% |
$626K - $667K
|
11.2K
$970K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39New |
$3.23K - $3.44K
|
39
$3.37K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.22K- 2.39% |
$266K - $284K
|
132K
$11.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
776+ 9.84% |
$64.2K - $68.4K
|
8.66K
$749K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
6.25KNew |
$517K - $551K
|
6.25K
$540K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$69.5 - $83.4
|
21.9K
$1.9M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2.37K- 81.84% |
$164K - $197K
|
525
$45.4K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
366+ 0.99% |
$25.4K - $30.5K
|
37.5K
$3.24M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.3K+ 82.22% |
$1.76M - $2.11M
|
56.1K
$4.85M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-457- 5.65% |
$31.7K - $38.1K
|
7.64K
$661K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
303+ 5.0% |
$21K - $25.3K
|
6.36K
$550K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.98K+ 45.09% |
$207K - $248K
|
9.58K
$829K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$834 - $1K
|
12
$1.04K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.91K+ 68.19% |
$410K - $493K
|
14.6K
$1.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.8K- 33.35% |
$4.71M - $5.66M
|
136K
$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
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.55K+ 5.51% |
$107K - $129K
|
29.6K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.49K- 7.16% |
$659K - $791K
|
123K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-240- 4.74% |
$16.7K - $20K
|
4.82K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$625 - $751
|
2.99K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
44+ 23.28% |
$3.06K - $3.67K
|
233
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.1KNew |
$216K - $259K
|
3.1K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 76.03% |
$1.47M - $1.77M
|
49.1K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.39K+ 14.08% |
$235K - $283K
|
27.5K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.41KNew |
$167K - $201K
|
2.41K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
92+ 1.01% |
$6.39K - $7.67K
|
9.18K
$794K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-17- 0.42% |
$1.18K - $1.42K
|
4.06K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.07KNew |
$213K - $256K
|
3.07K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.6K- 25.62% |
$2.75M - $3.3M
|
115K
$9.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
604+ 14.61% |
$42K - $50.4K
|
4.74K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 0.15% |
$3.61K - $4.34K
|
34.2K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.57K+ 2.47% |
$248K - $297K
|
148K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$230K - $276K
|
3.32K
$287K
|
|