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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
13.8KNew |
$1.06M - $1.1M
|
13.8K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.1K+ 11.21% |
$544K - $567K
|
70.4K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.31K+ 11.6% |
$100K - $105K
|
12.6K
$993K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-836- 1.56% |
$64K - $66.8K
|
52.9K
$4.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 0.92% |
$4.6K - $4.79K
|
6.45K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
19+ 0.53% |
$1.46K - $1.52K
|
3.59K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-731- 45.38% |
$56K - $58.4K
|
880
$69.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-367- 6.42% |
$28.1K - $29.3K
|
5.35K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-187- 10.68% |
$14.3K - $14.9K
|
1.56K
$123K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 0.35% |
$766 - $799
|
2.88K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
141+ 1.98% |
$10.8K - $11.3K
|
7.26K
$572K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.63K+ 14.87% |
$661K - $689K
|
66.7K
$5.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
64+ 0.99% |
$4.9K - $5.11K
|
6.52K
$514K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-144- 0.93% |
$11K - $11.5K
|
15.4K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
227+ 7.74% |
$17.4K - $18.1K
|
3.16K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.94K+ 6.87% |
$149K - $155K
|
30.2K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-220- 1.64% |
$16.9K - $17.6K
|
13.2K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
59KNew |
$4.52M - $4.71M
|
59K
$4.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-202- 1.01% |
$15.5K - $16.1K
|
19.7K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-34- 0.49% |
$2.6K - $2.72K
|
6.9K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.06% |
$230 - $240
|
5.28K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4- 1.48% |
$306 - $320
|
267
$21K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
39+ 0.95% |
$2.99K - $3.12K
|
4.15K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-210- 6.87% |
$16.1K - $16.8K
|
2.85K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
130New |
$9.96K - $10.4K
|
130
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
13.1KNew |
$1M - $1.05M
|
13.1K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
103+ 1.23% |
$7.89K - $8.23K
|
8.49K
$669K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
537+ 3.53% |
$41.1K - $42.9K
|
15.7K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.29K- 99.19% |
$252K - $263K
|
27
$2.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.7K- 38.32% |
$130K - $136K
|
2.74K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
902+ 26.93% |
$69.1K - $72.1K
|
4.25K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-581- 4.72% |
$44.5K - $46.4K
|
11.7K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10New |
$766 - $799
|
10
$788
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.36K- 5.34% |
$104K - $109K
|
24.1K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
552+ 15.58% |
$42.3K - $44.1K
|
4.1K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
150+ 2.12% |
$11.5K - $12K
|
7.23K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
465+ 1.8% |
$35.6K - $37.1K
|
26.3K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
10+ 1.06% |
$766 - $799
|
957
$75.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
206+ 3.93% |
$15.8K - $16.5K
|
5.45K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 18.29% |
$858K - $894K
|
72.4K
$5.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
24.5K+ 44.44% |
$1.88M - $1.96M
|
79.7K
$6.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
7+ 0.96% |
$536 - $559
|
738
$58.2K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
479+ 8.12% |
$36.7K - $38.3K
|
6.38K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.02K+ 7.85% |
$154K - $161K
|
27.7K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
78+ 17.49% |
$5.98K - $6.23K
|
524
$41.3K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.0% |
$153 - $160
|
2.19M
$173M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.24K+ 5.81% |
$172K - $179K
|
40.8K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 8.52% |
$178K - $186K
|
29.6K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-208- 6.15% |
$15.9K - $16.6K
|
3.18K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
65.3KNew |
$5.01M - $5.22M
|
65.3K
$5.15M
|