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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45- 0.2% |
$3.13K - $3.75K
|
21.9K
$1.85M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.91K+ 68.19% |
$410K - $493K
|
14.6K
$1.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.8K- 33.35% |
$4.71M - $5.66M
|
136K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 76.03% |
$1.47M - $1.77M
|
49.1K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8K+ 269.92% |
$1.24M - $1.48M
|
24.4K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.55K+ 5.51% |
$107K - $129K
|
29.6K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.49K- 7.16% |
$659K - $791K
|
123K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-240- 4.74% |
$16.7K - $20K
|
4.82K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$625 - $751
|
2.99K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
44+ 23.28% |
$3.06K - $3.67K
|
233
$19.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.39K+ 14.08% |
$235K - $283K
|
27.5K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.41KNew |
$167K - $201K
|
2.41K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
92+ 1.01% |
$6.39K - $7.67K
|
9.18K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-17- 0.42% |
$1.18K - $1.42K
|
4.06K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.07KNew |
$213K - $256K
|
3.07K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.6K- 25.62% |
$2.75M - $3.3M
|
115K
$9.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
604+ 14.61% |
$42K - $50.4K
|
4.74K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 0.15% |
$3.61K - $4.34K
|
34.2K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.57K+ 2.47% |
$248K - $297K
|
148K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$230K - $276K
|
3.32K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19+ 0.6% |
$1.32K - $1.58K
|
3.18K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-306- 3.78% |
$21.3K - $25.5K
|
7.79K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.1KNew |
$216K - $259K
|
3.1K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-125- 0.5% |
$8.68K - $10.4K
|
24.7K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
711+ 6.64% |
$49.4K - $59.3K
|
11.4K
$965K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.3K+ 38.55% |
$1.13M - $1.36M
|
58.5K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.99K- 18.11% |
$555K - $667K
|
36.1K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
452+ 13.9% |
$31.4K - $37.7K
|
3.7K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.4KNew |
$167K - $200K
|
2.4K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
39+ 0.64% |
$2.71K - $3.25K
|
6.1K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.99KNew |
$208K - $250K
|
2.99K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39+ 1.31% |
$2.71K - $3.25K
|
3.02K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13- 0.43% |
$903 - $1.08K
|
3.01K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 14.56% |
$196K - $236K
|
16.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.93K+ 24.46% |
$342K - $411K
|
25.1K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-845- 11.56% |
$58.7K - $70.5K
|
6.47K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$719K - $863K
|
10.4K
$875K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58+ 0.21% |
$4.03K - $4.84K
|
28K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.7K- 51.48% |
$2.27M - $2.72M
|
30.8K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.31% |
$2.08K - $2.5K
|
9.69K
$819K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-472- 3.63% |
$32.8K - $39.4K
|
12.5K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.7KNew |
$396K - $475K
|
5.7K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.6K- 26.29% |
$111K - $133K
|
4.48K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-40- 1.64% |
$2.78K - $3.34K
|
2.4K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.68K+ 14.11% |
$117K - $140K
|
13.6K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.19K+ 82.3% |
$82.7K - $99.2K
|
2.64K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-481- 7.54% |
$33.4K - $40.1K
|
5.9K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
894+ 10.59% |
$62.1K - $74.6K
|
9.33K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.7K+ 10.68% |
$118K - $142K
|
17.6K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-195- 2.19% |
$13.5K - $16.3K
|
8.71K
$736K
|