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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.41KNew |
$167K - $201K
|
2.41K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
92+ 1.01% |
$6.39K - $7.67K
|
9.18K
$794K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-17- 0.42% |
$1.18K - $1.42K
|
4.06K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.07KNew |
$213K - $256K
|
3.07K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.6K- 25.62% |
$2.75M - $3.3M
|
115K
$9.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
604+ 14.61% |
$42K - $50.4K
|
4.74K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 0.15% |
$3.61K - $4.34K
|
34.2K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.57K+ 2.47% |
$248K - $297K
|
148K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 76.03% |
$1.47M - $1.77M
|
49.1K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$230K - $276K
|
3.32K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19+ 0.6% |
$1.32K - $1.58K
|
3.18K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
711+ 6.64% |
$49.4K - $59.3K
|
11.4K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-125- 0.5% |
$8.68K - $10.4K
|
24.7K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.3K+ 38.55% |
$1.13M - $1.36M
|
58.5K
$5.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.99K- 18.11% |
$555K - $667K
|
36.1K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
452+ 13.9% |
$31.4K - $37.7K
|
3.7K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.4KNew |
$167K - $200K
|
2.4K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
39+ 0.64% |
$2.71K - $3.25K
|
6.1K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.99KNew |
$208K - $250K
|
2.99K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13- 0.43% |
$903 - $1.08K
|
3.01K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 14.56% |
$196K - $236K
|
16.6K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.93K+ 24.46% |
$342K - $411K
|
25.1K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-845- 11.56% |
$58.7K - $70.5K
|
6.47K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$719K - $863K
|
10.4K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39+ 1.31% |
$2.71K - $3.25K
|
3.02K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-306- 3.78% |
$21.3K - $25.5K
|
7.79K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 4.03% |
$229K - $276K
|
85.2K
$7.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58+ 0.21% |
$4.03K - $4.84K
|
28K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.31% |
$2.08K - $2.5K
|
9.69K
$838K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-472- 3.63% |
$32.8K - $39.4K
|
12.5K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.7KNew |
$396K - $475K
|
5.7K
$493K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-40- 1.64% |
$2.78K - $3.34K
|
2.4K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.68K+ 14.11% |
$117K - $140K
|
13.6K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.19K+ 82.3% |
$82.7K - $99.2K
|
2.64K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-481- 7.54% |
$33.4K - $40.1K
|
5.9K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
894+ 10.59% |
$62.1K - $74.6K
|
9.33K
$807K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.7K+ 10.68% |
$118K - $142K
|
17.6K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.6K- 26.29% |
$111K - $133K
|
4.48K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
225New |
$15.6K - $18.8K
|
225
$19.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-195- 2.19% |
$13.5K - $16.3K
|
8.71K
$754K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.68K- 9.69% |
$117K - $140K
|
15.7K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
293+ 6.39% |
$20.4K - $24.4K
|
4.88K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3K+ 96.77% |
$208K - $250K
|
6.1K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
8+ 0.33% |
$556 - $667
|
2.42K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
316+ 3.3% |
$21.9K - $26.4K
|
9.89K
$855K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.05% |
$695 - $834
|
19.7K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-979- 20.29% |
$68K - $81.6K
|
3.85K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
10+ 0.3% |
$695 - $834
|
3.31K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-27- 5.84% |
$1.88K - $2.25K
|
435
$37.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 3.13% |
$69.5 - $83.4
|
33
$2.85K
|