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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7New |
$486 - $584
|
7
$583
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.13K+ 2.59% |
$78.7K - $94.5K
|
44.9K
$3.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.14K+ 4.11% |
$79.4K - $95.3K
|
29K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 16.98% |
$72.1K - $86.6K
|
7.15K
$596K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
503+ 5.7% |
$34.9K - $42K
|
9.32K
$777K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
91+ 43.13% |
$6.32K - $7.59K
|
302
$25.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.3% |
$764 - $917
|
3.64K
$304K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-33- 0.14% |
$2.29K - $2.75K
|
22.9K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-186- 6.04% |
$12.9K - $15.5K
|
2.9K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.91% |
$69.5 - $83.4
|
111
$9.25K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
476K+ 58402.82% |
$33.1M - $39.7M
|
477K
$39.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.44K- 12.54% |
$100K - $120K
|
10K
$837K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$236K - $283K
|
3.4K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 221.4% |
$1.17M - $1.41M
|
24.5K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-368- 12.48% |
$25.6K - $30.7K
|
2.58K
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 6.21% |
$93.7K - $113K
|
20.4K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 25.4% |
$1.07M - $1.28M
|
45.2K
$3.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
325+ 1.35% |
$22.6K - $27.1K
|
24.3K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 0.81% |
$76.5K - $91.9K
|
135K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.69KNew |
$187K - $224K
|
2.69K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.28K+ 73.68% |
$575K - $691K
|
19.5K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
621+ 2.59% |
$43.1K - $51.8K
|
24.6K
$2.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.34% |
$278 - $334
|
1.18K
$98.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2.76KNew |
$191K - $230K
|
2.76K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
281+ 84.89% |
$19.5K - $23.4K
|
612
$51K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.47KNew |
$172K - $206K
|
2.47K
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3- 0.09% |
$208 - $250
|
3.53K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
590+ 80.71% |
$41K - $49.2K
|
1.32K
$110K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$834 - $1K
|
12
$1K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
157+ 4.72% |
$10.9K - $13.1K
|
3.48K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.92K- 43.52% |
$411K - $494K
|
7.69K
$641K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 3.63% |
$4.31K - $5.17K
|
1.77K
$147K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
51+ 1.72% |
$3.54K - $4.25K
|
3.01K
$251K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
756+ 10.6% |
$52.5K - $63.1K
|
7.89K
$657K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-76- 6.16% |
$5.28K - $6.34K
|
1.16K
$96.5K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.47K- 83.78% |
$565K - $598K
|
1.45K
$121K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15KNew |
$87.2K - $92.2K
|
1.15K
$96K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-162- 4.26% |
$12.3K - $13K
|
3.65K
$304K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
24.6KNew |
$1.86M - $1.96M
|
24.6K
$2.05M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-24- 11.27% |
$1.82K - $1.92K
|
189
$15.8K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
9+ 1.22% |
$681 - $720
|
747
$62.3K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
681+ 16.43% |
$51.6K - $54.5K
|
4.83K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17.2KNew |
$1.31M - $1.38M
|
17.2K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.6K- 22.67% |
$4.51M - $4.77M
|
203K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.36K+ 35.95% |
$103K - $109K
|
5.14K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-47- 5.35% |
$3.56K - $3.76K
|
832
$69.3K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.46K- 15.4% |
$186K - $197K
|
13.5K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
287+ 3.68% |
$21.7K - $23K
|
8.09K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.55K+ 1.96% |
$193K - $204K
|
133K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
891+ 0.62% |
$67.4K - $71.3K
|
144K
$12M
|
|