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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-130- 1.44% |
$9.96K - $10.4K
|
8.89K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.57K+ 84.83% |
$350K - $365K
|
9.95K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
710+ 25.73% |
$54.4K - $56.7K
|
3.47K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.52KNew |
$576K - $600K
|
7.52K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
179+ 2.32% |
$13.7K - $14.3K
|
7.89K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
879New |
$67.3K - $70.2K
|
879
$70.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.09KNew |
$313K - $326K
|
4.09K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
347+ 10.1% |
$26.6K - $27.7K
|
3.78K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.67K- 3.47% |
$358K - $373K
|
130K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
3.43KNew |
$263K - $274K
|
3.43K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
123+ 132.26% |
$9.42K - $9.83K
|
216
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 1.0% |
$111K - $115K
|
144K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.25KNew |
$326K - $340K
|
4.25K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
398+ 1.08% |
$30.5K - $31.8K
|
37.3K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.54K- 3.41% |
$501K - $522K
|
185K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
336+ 1.43% |
$25.7K - $26.8K
|
23.9K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
220+ 9.61% |
$16.9K - $17.6K
|
2.51K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.19K+ 10.68% |
$321K - $334K
|
43.4K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
152+ 3.26% |
$11.6K - $12.1K
|
4.81K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
44+ 2.41% |
$3.37K - $3.51K
|
1.87K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
161K+ 159.01% |
$12.4M - $12.9M
|
263K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-944- 25.32% |
$72.3K - $75.4K
|
2.78K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.37KNew |
$718K - $748K
|
9.37K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.31K- 5.03% |
$101K - $105K
|
24.8K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
710+ 7.07% |
$54.4K - $56.7K
|
10.8K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 3.45% |
$76.6 - $79.9
|
30
$2.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
172+ 4.74% |
$13.2K - $13.7K
|
3.8K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.78K- 17.57% |
$136K - $142K
|
8.34K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.5K- 39.21% |
$1.11M - $1.16M
|
22.6K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
154+ 1.84% |
$11.8K - $12.3K
|
8.52K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.04K- 11.26% |
$233K - $243K
|
24K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-206- 1.53% |
$15.8K - $16.5K
|
13.3K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-121- 1.42% |
$9.27K - $9.67K
|
8.42K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-47- 0.57% |
$3.6K - $3.75K
|
8.14K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
633+ 18.42% |
$48.5K - $50.6K
|
4.07K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
267+ 5.04% |
$20.5K - $21.3K
|
5.56K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.3K+ 41.99% |
$176K - $183K
|
7.77K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.1K+ 52.6% |
$3.38M - $3.52M
|
128K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52+ 0.01% |
$3.98K - $4.15K
|
515K
$41.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
SELL
|
- |
-236- 3.14% |
$18.1K - $18.9K
|
7.27K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 49.5% |
$11.5K - $12K
|
153
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 1.64% |
$76.6 - $79.9
|
62
$4.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.43K- 29.58% |
$339K - $354K
|
10.5K
$841K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
351+ 1.28% |
$26.9K - $28K
|
27.8K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.05K+ 43.07% |
$157K - $164K
|
6.8K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.35K+ 70.47% |
$333K - $347K
|
10.5K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
860+ 11.55% |
$65.9K - $68.7K
|
8.3K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-224- 1.38% |
$17.2K - $17.9K
|
16K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.78KNew |
$213K - $222K
|
2.78K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
859New |
$65.8K - $68.6K
|
859
$68.5K
|