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 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-594- 2.19% |
$32.7K - $37.2K
|
26.5K
$2.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.04KNew |
$57.1K - $64.9K
|
1.04K
$86.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
15+ 0.37% |
$826 - $940
|
4.11K
$342K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.87% |
$55.1 - $62.7
|
116
$9.67K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.43K+ 25.1% |
$79K - $89.9K
|
7.15K
$596K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14KNew |
$770K - $876K
|
14K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
267KNew |
$14.7M - $16.7M
|
267K
$22.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.91KNew |
$215K - $245K
|
3.91K
$326K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
72New |
$3.97K - $4.51K
|
72
$6K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.98KClosed |
$219K - $249K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
342New |
$18.8K - $21.4K
|
342
$28.5K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-572Closed |
$31.7K - $36.9K
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-1.79K- 12.28% |
$99.2K - $115K
|
12.8K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
75New |
$4.16K - $4.84K
|
75
$6.25K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.19K- 15.49% |
$177K - $206K
|
17.4K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6+ 33.33% |
$333 - $387
|
24
$2K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 0.8% |
$832 - $968
|
1.88K
$157K
|
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
28+ 3.3% |
$1.55K - $1.81K
|
876
$73K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
647New |
$35.9K - $41.8K
|
647
$53.9K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-153- 43.71% |
$8.48K - $9.87K
|
197
$16.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
27New |
$1.5K - $1.74K
|
27
$2.25K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15New |
$832 - $968
|
15
$1.25K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.15K- 27.55% |
$119K - $139K
|
5.66K
$472K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
45New |
$2.5K - $2.9K
|
45
$3.75K
|
|
| Q2 2022 | |||||||
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-75- 5.36% |
$4.4K - $5.21K
|
1.33K
$110K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.3KNew |
$1.07M - $1.27M
|
18.3K
$1.52M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-108KClosed |
$6.34M - $7.51M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.43KClosed |
$84.1K - $99.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
139+ 3.28% |
$8.16K - $9.66K
|
4.37K
$365K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-891Closed |
$52.3K - $61.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-609Closed |
$35.7K - $42.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24- 92.31% |
$1.41K - $1.67K
|
2
$167
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.17K- 12.31% |
$68.4K - $81.1K
|
8.31K
$692K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
239+ 7.38% |
$14K - $16.6K
|
3.48K
$290K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300New |
$17.6K - $20.9K
|
300
$25K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.54KClosed |
$266K - $315K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$60.5K - $71.6K
|
1.03K
$85.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-150Closed |
$8.8K - $10.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.13KClosed |
$183K - $217K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-244- 58.1% |
$14.3K - $17K
|
176
$14.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-7.2KClosed |
$423K - $501K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.9KClosed |
$170K - $202K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-173KClosed |
$10.2M - $12.1M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-174KClosed |
$10.2M - $12.1M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
204New |
$12K - $14.2K
|
204
$17K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.1KClosed |
$182K - $215K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-453Closed |
$26.6K - $31.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
37New |
$2.17K - $2.57K
|
37
$3.08K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
1.09K+ 49.82% |
$64K - $75.8K
|
3.28K
$273K
|
|