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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2020
Q3 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.42KClosed |
$298K - $327K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 0.71% |
$414 - $510
|
1.28K
$99.2K
|
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-46Closed |
$2.12K - $2.61K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-117Closed |
$5.38K - $6.63K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-13KClosed |
$600K - $739K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.6K- 17.81% |
$120K - $147K
|
12K
$933K
|
|
|
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.29KClosed |
$427K - $527K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.35KClosed |
$292K - $360K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-393Closed |
$18.1K - $22.3K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.31KClosed |
$244K - $301K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-84Closed |
$3.86K - $4.76K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Savior LLC
|
SELL
|
- |
-19Closed |
$874 - $1.08K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50+ 30.3% |
$2.3K - $2.83K
|
215
$16.7K
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-44Closed |
$2.02K - $2.49K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.22KClosed |
$222K - $310K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-342Closed |
$14.6K - $20.3K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.41KClosed |
$59.8K - $83.5K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.83KNew |
$333K - $465K
|
7.83K
$609K
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.47KClosed |
$318K - $444K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-13Closed |
$553 - $772
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-20Closed |
$851 - $1.19K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-5.34KClosed |
$227K - $317K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-317KClosed |
$17M - $18.5M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
432New |
$23.1K - $25.2K
|
432
$33.6K
|
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-261Closed |
$14K - $15.2K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-5.29KClosed |
$283K - $309K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1Closed |
$53.5 - $58.4
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11Closed |
$589 - $642
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-3.99KClosed |
$210K - $221K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.78KClosed |
$251K - $265K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
49New |
$2.58K - $2.72K
|
49
$3.81K
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10Closed |
$524 - $552
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8Closed |
$419 - $442
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-39Closed |
$2.04K - $2.15K
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.45KClosed |
$233K - $246K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.14KClosed |
$199K - $223K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.44KClosed |
$117K - $131K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-38Closed |
$1.82K - $2.05K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.42KClosed |
$212K - $238K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.52KClosed |
$456K - $513K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-17Closed |
$815 - $916
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$4.7K - $5.47K
|
100
$7.78K
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
25New |
$1.18K - $1.37K
|
25
$1.94K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$109K - $127K
|
2.32K
$181K
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-500Closed |
$23.5K - $27.4K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.59KClosed |
$74.6K - $86.8K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-18Closed |
$847 - $985
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-30.3KClosed |
$1.43M - $1.66M
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-120Closed |
$5.64K - $6.57K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 19, 2018
Q3 2018
|
Csenge Advisory Group
|
SELL
|
- |
-16.2KClosed |
$853K - $891K
|
0
$0
|
|