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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.03K+ 16.86% |
$305K - $322K
|
27.9K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
353+ 18.92% |
$26.7K - $28.2K
|
2.22K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-225K- 83.59% |
$17M - $18M
|
44.1K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 7.83% |
$76.8K - $81.1K
|
14K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-102- 1.01% |
$7.72K - $8.16K
|
9.99K
$833K
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
239+ 3.03% |
$18.1K - $19.1K
|
8.12K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
37+ 58.73% |
$2.8K - $2.96K
|
100
$8.33K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.59KNew |
$272K - $287K
|
3.59K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-418- 1.03% |
$31.6K - $33.4K
|
40.1K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-645- 7.92% |
$48.8K - $51.6K
|
7.5K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 3.21% |
$1.29K - $1.36K
|
512
$42.7K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-400- 25.0% |
$30.3K - $32K
|
1.2K
$100K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
246+ 4.48% |
$18.6K - $19.7K
|
5.74K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.77K+ 54.8% |
$437K - $462K
|
16.3K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-1.81K- 4.25% |
$137K - $144K
|
40.7K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-571- 6.58% |
$43.2K - $45.7K
|
8.11K
$676K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
421+ 3.38% |
$31.9K - $33.7K
|
12.9K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-184- 1.9% |
$13.9K - $14.7K
|
9.51K
$792K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.52KNew |
$569K - $602K
|
7.52K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.82K - $1.92K
|
24
$2K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
185+ 6.41% |
$14K - $14.8K
|
3.07K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
651+ 25.94% |
$49.3K - $52.1K
|
3.16K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
69+ 7.32% |
$5.22K - $5.52K
|
1.01K
$84.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.43K+ 1.54% |
$108K - $114K
|
94.2K
$7.85M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-104- 7.1% |
$7.87K - $8.32K
|
1.36K
$113K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.14K+ 100.92% |
$541K - $571K
|
14.2K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
381+ 249.02% |
$28.8K - $30.5K
|
534
$44.5K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45.9K- 35.93% |
$3.48M - $3.67M
|
81.9K
$6.82M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.47K- 12.45% |
$187K - $197K
|
17.3K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
192+ 3.45% |
$14.5K - $15.4K
|
5.76K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
844+ 14.01% |
$63.9K - $67.5K
|
6.87K
$572K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.25KNew |
$94.5K - $99.9K
|
1.25K
$104K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
987+ 8.22% |
$74.7K - $79K
|
13K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-94- 2.16% |
$7.12K - $7.52K
|
4.25K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.93K+ 73.23% |
$222K - $234K
|
6.93K
$578K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-760- 8.66% |
$57.5K - $60.8K
|
8.02K
$668K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.89K+ 4.31% |
$522K - $551K
|
167K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-140- 1.64% |
$10.6K - $11.2K
|
8.38K
$698K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.91KNew |
$674K - $712K
|
8.91K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
518+ 12.73% |
$39.2K - $41.4K
|
4.59K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39.6K+ 706.7% |
$3M - $3.17M
|
45.3K
$3.77M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
726+ 9.66% |
$55K - $58.1K
|
8.24K
$687K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
8.4KNew |
$636K - $672K
|
8.4K
$700K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
446+ 54.32% |
$33.8K - $35.7K
|
1.27K
$106K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.4K+ 0.88% |
$106K - $112K
|
160K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 20.38% |
$1.12M - $1.18M
|
87.2K
$7.27M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-309- 2.22% |
$23.4K - $24.7K
|
13.6K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
195+ 5.3% |
$14.8K - $15.6K
|
3.87K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
10New |
$757 - $800
|
10
$833
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
137+ 4.34% |
$10.4K - $11K
|
3.3K
$275K
|