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 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.7K+ 6.15% |
$129K - $136K
|
29.4K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.62K+ 22.18% |
$728K - $770K
|
53K
$4.42M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.08K- 98.69% |
$309K - $326K
|
54
$4.5K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-56- 1.61% |
$4.24K - $4.48K
|
3.41K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-187- 6.1% |
$14.2K - $15K
|
2.88K
$240K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.29KNew |
$173K - $183K
|
2.29K
$191K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
114New |
$8.63K - $9.12K
|
114
$9.5K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
322+ 2.09% |
$24.4K - $25.8K
|
15.7K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-35- 0.37% |
$2.65K - $2.8K
|
9.33K
$778K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
116+ 1.4% |
$8.78K - $9.28K
|
8.42K
$702K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.93K+ 9.73% |
$146K - $155K
|
21.8K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.62K- 17.62% |
$123K - $130K
|
7.57K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-31.5K- 48.29% |
$2.39M - $2.52M
|
33.8K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.86K+ 0.13% |
$216K - $229K
|
2.2M
$183M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
152+ 2.0% |
$11.5K - $12.2K
|
7.76K
$647K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-440- 1.45% |
$33.3K - $35.2K
|
29.8K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.23K+ 1.18% |
$244K - $258K
|
276K
$23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.2K+ 63.23% |
$3.34M - $3.53M
|
114K
$9.5M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
388+ 2.47% |
$29.4K - $31K
|
16.1K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.14KNew |
$389K - $411K
|
5.14K
$428K
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1.39K+ 5.27% |
$105K - $111K
|
27.7K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-61- 0.39% |
$4.62K - $4.88K
|
15.6K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.05K+ 11.43% |
$609K - $644K
|
78.5K
$6.54M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-644- 27.43% |
$48.8K - $51.5K
|
1.7K
$142K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-43- 0.19% |
$3.26K - $3.44K
|
22.7K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2+ 0.03% |
$151 - $160
|
6.38K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-783- 1.21% |
$59.3K - $62.6K
|
64K
$5.34M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.41KNew |
$258K - $273K
|
3.41K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 0.54% |
$1.29K - $1.36K
|
3.16K
$263K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
411+ 72.49% |
$31.1K - $32.9K
|
978
$81.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.36K- 60.14% |
$330K - $349K
|
2.89K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-181- 0.34% |
$13.7K - $14.5K
|
52.7K
$4.39M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-787- 15.92% |
$59.6K - $63K
|
4.16K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.21% |
$151 - $160
|
955
$79.6K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
177+ 2.75% |
$13.4K - $14.2K
|
6.62K
$552K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-197- 4.31% |
$14.9K - $15.8K
|
4.38K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
506+ 0.47% |
$38.3K - $40.5K
|
109K
$9.09M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-112- 70.89% |
$8.48K - $8.96K
|
46
$3.83K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-35- 7.04% |
$2.65K - $2.8K
|
462
$38.5K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
129+ 2.13% |
$9.77K - $10.3K
|
6.19K
$516K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$372K - $393K
|
4.91K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-443- 14.65% |
$33.5K - $35.4K
|
2.58K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-50- 1.08% |
$3.79K - $4K
|
4.6K
$383K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-708- 25.43% |
$53.6K - $56.6K
|
2.08K
$173K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.84K+ 28.28% |
$140K - $147K
|
8.36K
$697K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
874+ 6.2% |
$66.2K - $69.9K
|
15K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.98K+ 6.75% |
$150K - $159K
|
31.4K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-475- 2.41% |
$36K - $38K
|
19.3K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
105+ 0.38% |
$7.95K - $8.4K
|
27.9K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.94K+ 17.75% |
$298K - $315K
|
26.2K
$2.18M
|