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 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
351+ 8.96% |
$24.4K - $29.3K
|
4.27K
$369K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.67K+ 17.86% |
$116K - $139K
|
11K
$952K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-230- 3.35% |
$16K - $19.2K
|
6.64K
$574K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.63K+ 5.9% |
$321K - $386K
|
83.1K
$7.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
20.3K+ 253.14% |
$1.41M - $1.69M
|
28.3K
$2.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
662+ 20.08% |
$46K - $55.2K
|
3.96K
$342K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
289+ 4.17% |
$20.1K - $24.1K
|
7.22K
$625K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 18.49% |
$1.21M - $1.45M
|
112K
$9.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-144- 4.02% |
$10K - $12K
|
3.44K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 3.47% |
$6.95K - $8.34K
|
2.78K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
6+ 0.25% |
$417 - $500
|
2.37K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
24+ 0.1% |
$1.67K - $2K
|
25K
$2.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-133- 1.58% |
$9.24K - $11.1K
|
8.29K
$717K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-171- 0.75% |
$11.9K - $14.3K
|
22.5K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.67K+ 12.6% |
$464K - $557K
|
59.7K
$5.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
3New |
$208 - $250
|
3
$260
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$208 - $250
|
4.25K
$367K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-758- 10.11% |
$52.7K - $63.2K
|
6.74K
$583K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.05K+ 32.16% |
$73.1K - $87.8K
|
4.33K
$374K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
80+ 2.36% |
$5.56K - $6.67K
|
3.48K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.02K+ 20.66% |
$70.5K - $84.7K
|
5.93K
$513K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
658New |
$45.7K - $54.9K
|
658
$56.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
660+ 11.53% |
$45.8K - $55K
|
6.38K
$552K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
160+ 5.33% |
$11.1K - $13.3K
|
3.16K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.13K- 4.74% |
$78.4K - $94.1K
|
22.7K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-8.32K- 3.01% |
$578K - $693K
|
268K
$23.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-11.6K- 6.98% |
$808K - $970K
|
155K
$13.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.61K+ 31.65% |
$181K - $218K
|
10.9K
$939K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 2.17% |
$69.5 - $83.4
|
47
$4.07K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.22K+ 241.28% |
$641K - $769K
|
13K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
37.6K+ 34.33% |
$2.61M - $3.13M
|
147K
$12.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-50- 0.63% |
$3.47K - $4.17K
|
7.88K
$681K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5- 0.12% |
$347 - $417
|
4.01K
$347K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
778+ 17.78% |
$54K - $64.9K
|
5.15K
$446K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
221+ 7.28% |
$15.4K - $18.4K
|
3.26K
$282K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.37K- 21.14% |
$95.4K - $115K
|
5.12K
$443K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 9.6% |
$1.19M - $1.43M
|
161K
$13.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 0.87% |
$417 - $500
|
685
$59.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.96K+ 3.05% |
$136K - $163K
|
66.2K
$5.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.6K- 58.24% |
$1.5M - $1.81M
|
15.5K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.18K+ 19.33% |
$81.6K - $98K
|
7.25K
$628K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-490- 4.67% |
$34K - $40.9K
|
10K
$865K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-59- 0.26% |
$4.1K - $4.92K
|
22.8K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.94KNew |
$343K - $412K
|
4.94K
$427K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
344+ 1.02% |
$23.9K - $28.7K
|
34.1K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-97- 1.25% |
$6.74K - $8.09K
|
7.66K
$663K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.39KNew |
$166K - $199K
|
2.39K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.63K- 21.51% |
$391K - $469K
|
20.5K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.71K+ 81.83% |
$397K - $476K
|
12.7K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
132+ 1.61% |
$9.17K - $11K
|
8.34K
$722K
|