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 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
515+ 3.94% |
$35.8K - $43K
|
13.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-83- 1.37% |
$5.77K - $6.92K
|
5.97K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.48K+ 64.63% |
$172K - $206K
|
6.31K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.69K+ 49.66% |
$118K - $141K
|
5.11K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
936+ 443.6% |
$65K - $78.1K
|
1.15K
$99.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 7.51% |
$835K - $1M
|
172K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-184- 6.08% |
$12.8K - $15.3K
|
2.84K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
153+ 1.53% |
$10.6K - $12.8K
|
10.1K
$878K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
53+ 1.05% |
$3.68K - $4.42K
|
5.08K
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
Fidato Wealth LLC
|
BUY
|
- |
305+ 3.75% |
$21.2K - $25.4K
|
8.43K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.28K+ 28.14% |
$89K - $107K
|
5.83K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-76- 6.09% |
$5.28K - $6.34K
|
1.17K
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.01K+ 2.9% |
$140K - $168K
|
71.3K
$6.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
202+ 4.65% |
$14K - $16.8K
|
4.55K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.96K+ 30.43% |
$345K - $414K
|
21.3K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.95% |
$69.5 - $83.4
|
106
$9.17K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
97+ 4.24% |
$6.74K - $8.09K
|
2.39K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
207+ 6.57% |
$14.4K - $17.3K
|
3.36K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
86+ 1.06% |
$5.97K - $7.17K
|
8.2K
$709K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
965+ 28.27% |
$67K - $80.5K
|
4.38K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 39.86% |
$263K - $316K
|
13.3K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.24K+ 14.38% |
$156K - $187K
|
17.9K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
890+ 5.95% |
$61.8K - $74.2K
|
15.9K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.3K+ 30.43% |
$90.3K - $108K
|
5.57K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-146- 6.58% |
$10.1K - $12.2K
|
2.07K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
727+ 4.63% |
$50.5K - $60.6K
|
16.4K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
27+ 0.47% |
$1.88K - $2.25K
|
5.76K
$498K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
499+ 3.57% |
$34.7K - $41.6K
|
14.5K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.3K- 50.5% |
$788K - $946K
|
11.1K
$962K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-622- 4.61% |
$43.2K - $51.9K
|
12.9K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.18% |
$625 - $751
|
5.15K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$740K - $888K
|
10.7K
$922K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.5K+ 30.45% |
$1.84M - $2.21M
|
114K
$9.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-618- 0.98% |
$42.9K - $51.5K
|
62.5K
$5.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 0.82% |
$556 - $667
|
970
$83.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-823- 1.29% |
$57.2K - $68.6K
|
63.2K
$5.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 11.76% |
$11.1K - $13.3K
|
1.2K
$104K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 15.72% |
$1.24M - $1.49M
|
132K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.79K+ 1.1% |
$402K - $483K
|
531K
$45.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.29K+ 39.14% |
$367K - $441K
|
18.8K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.48K- 31.48% |
$311K - $373K
|
9.74K
$843K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
288+ 4.35% |
$20K - $24K
|
6.91K
$598K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14+ 0.28% |
$972 - $1.17K
|
4.97K
$430K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
266+ 0.9% |
$18.5K - $22.2K
|
29.7K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.18K+ 21.78% |
$81.9K - $98.3K
|
6.59K
$570K
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
385+ 1.74% |
$26.7K - $32.1K
|
22.5K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.75K+ 38.36% |
$260K - $312K
|
13.5K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-146- 0.47% |
$10.1K - $12.2K
|
31.2K
$2.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.22K- 16.13% |
$84.8K - $102K
|
6.35K
$549K
|