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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
81+ 1.68% |
$5.49K - $5.95K
|
4.9K
$430K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
27New |
$1.83K - $1.98K
|
27
$2.37K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-35.4K- 77.06% |
$2.4M - $2.6M
|
10.5K
$926K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
3.51KNew |
$237K - $258K
|
3.51K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.2K+ 86.81% |
$1.78M - $1.93M
|
56.5K
$4.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
11.2KNew |
$757K - $821K
|
11.2K
$981K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-173- 66.28% |
$11.7K - $12.7K
|
88
$7.73K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.86K- 35.93% |
$126K - $137K
|
3.32K
$292K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
123New |
$8.33K - $9.04K
|
123
$10.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
38.1KNew |
$2.58M - $2.8M
|
38.1K
$3.34M
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
74New |
$4.51K - $5.13K
|
74
$6.5K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
592New |
$36.1K - $41K
|
592
$52K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.6KNew |
$97.5K - $111K
|
1.6K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.7KNew |
$408K - $464K
|
6.7K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
44New |
$2.68K - $3.05K
|
44
$3.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
683New |
$41.6K - $47.3K
|
683
$60K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
167+ 4.46% |
$10.2K - $11.6K
|
3.91K
$343K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.27KNew |
$321K - $365K
|
5.27K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-955- 6.81% |
$58.2K - $66.2K
|
13.1K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.26KNew |
$199K - $226K
|
3.26K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.49K+ 7.42% |
$335K - $380K
|
79.5K
$6.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
3.02KNew |
$184K - $209K
|
3.02K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.21KNew |
$195K - $222K
|
3.21K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.11K- 26.94% |
$67.7K - $76.9K
|
3.01K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.02K- 22.02% |
$61.9K - $70.3K
|
3.59K
$316K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1.16K+ 36.54% |
$70.9K - $80.6K
|
4.35K
$382K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.27K- 2.79% |
$77.2K - $87.8K
|
44.2K
$3.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.35KNew |
$204K - $232K
|
3.35K
$294K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 28.93% |
$95.7K - $109K
|
7K
$614K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
142New |
$8.66K - $9.84K
|
142
$12.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 15.56% |
$91.3K - $104K
|
8.13K
$714K
|
|
| Q3 2023 | |||||||
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
94+ 60.26% |
$5.94K - $6.37K
|
250
$22K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
473New |
$29.9K - $32K
|
473
$41.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-92- 23.17% |
$5.82K - $6.23K
|
305
$26.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.63KNew |
$609K - $652K
|
9.63K
$845K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7New |
$443 - $474
|
7
$615
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.83% |
$63.2 - $67.7
|
122
$10.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15New |
$949 - $1.02K
|
15
$1.32K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.44KNew |
$218K - $233K
|
3.44K
$302K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$6.32K - $6.77K
|
100
$8.78K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
760+ 10.17% |
$48.1K - $51.5K
|
8.23K
$723K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.95K- 7.55% |
$123K - $132K
|
23.8K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
499New |
$31.6K - $33.8K
|
499
$43.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
11.4KNew |
$723K - $774K
|
11.4K
$1M
|
|
| Q2 2023 | |||||||
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
45New |
$2.84K - $2.99K
|
45
$3.95K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-15.1K- 99.09% |
$951K - $1M
|
138
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
18.2KNew |
$1.15M - $1.21M
|
18.2K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
86New |
$5.42K - $5.72K
|
86
$7.55K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 18.37% |
$1.13K - $1.2K
|
116
$10.2K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-684- 1.58% |
$43.1K - $45.5K
|
42.6K
$3.74M
|
|