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 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
97+ 1.16% |
$7.34K - $7.76K
|
8.44K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.42K- 10.71% |
$183K - $193K
|
20.1K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.35K- 7.81% |
$102K - $108K
|
15.9K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
211+ 703.33% |
$16K - $16.9K
|
241
$20.1K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
259New |
$19.6K - $20.7K
|
259
$21.6K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-145- 9.9% |
$11K - $11.6K
|
1.32K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
243+ 1.83% |
$18.4K - $19.4K
|
13.5K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.38K+ 3.85% |
$180K - $191K
|
64.2K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 12.55% |
$164K - $173K
|
19.4K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.58K- 17.75% |
$119K - $126K
|
7.31K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
369+ 6.02% |
$27.9K - $29.5K
|
6.5K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.07K+ 12.54% |
$80.7K - $85.3K
|
9.57K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.02KNew |
$229K - $242K
|
3.02K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
79New |
$5.98K - $6.32K
|
79
$6.58K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 2.01% |
$782K - $827K
|
525K
$43.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-598- 8.96% |
$45.3K - $47.8K
|
6.08K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.34K+ 55.07% |
$177K - $187K
|
6.59K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151New |
$11.4K - $12.1K
|
151
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
941+ 20.73% |
$71.2K - $75.3K
|
5.48K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-76- 0.34% |
$5.75K - $6.08K
|
22K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
108+ 2.18% |
$8.18K - $8.64K
|
5.06K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
107+ 0.45% |
$8.1K - $8.56K
|
24.1K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 44.45% |
$984K - $1.04M
|
42.2K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.51K- 31.45% |
$114K - $121K
|
3.3K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
240+ 7.02% |
$18.2K - $19.2K
|
3.66K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.7K- 54.41% |
$280K - $296K
|
3.1K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
219+ 33.74% |
$16.6K - $17.5K
|
868
$72.3K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
143+ 3.4% |
$10.8K - $11.4K
|
4.35K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 0.03% |
$530 - $560
|
24.8K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1K- 20.33% |
$75.7K - $80K
|
3.92K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3K+ 89.66% |
$98.4K - $104K
|
2.75K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122Closed |
$9.24K - $9.76K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-217- 1.63% |
$16.4K - $17.4K
|
13.1K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-474- 10.29% |
$35.9K - $37.9K
|
4.13K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
258+ 1.33% |
$19.5K - $20.6K
|
19.7K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 13.5% |
$78K - $82.4K
|
8.66K
$722K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.03KNew |
$229K - $242K
|
3.03K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-486K- 75.89% |
$36.8M - $38.9M
|
155K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-58- 0.54% |
$4.39K - $4.64K
|
10.7K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 27.49% |
$79.1K - $83.6K
|
2.76K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.66KNew |
$731K - $773K
|
9.66K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-162- 1.92% |
$12.3K - $13K
|
8.26K
$688K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
580+ 935.48% |
$43.9K - $46.4K
|
642
$53.5K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-398- 1.64% |
$30.1K - $31.8K
|
23.8K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
502+ 0.8% |
$38K - $40.2K
|
63.1K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 8.92% |
$88.3K - $93.3K
|
11.9K
$992K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-955- 3.68% |
$72.3K - $76.4K
|
25K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.1KNew |
$537K - $568K
|
7.1K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-278K- 90.85% |
$21.1M - $22.3M
|
28K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.23K+ 30.33% |
$396K - $418K
|
22.5K
$1.87M
|