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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.6K+ 51.16% |
$1.42M - $1.55M
|
58K
$4.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-483- 1.72% |
$34.8K - $38.2K
|
27.6K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
625+ 5.86% |
$45.1K - $49.4K
|
11.3K
$878K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
163+ 1.75% |
$11.8K - $12.9K
|
9.49K
$739K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.35KNew |
$241K - $265K
|
3.35K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
756+ 2.0% |
$54.5K - $59.8K
|
38.6K
$3M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.6% |
$1.87K - $2.06K
|
4.33K
$337K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.65% |
$72.1 - $79.1
|
156
$12.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
43New |
$3.1K - $3.4K
|
43
$3.34K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-150- 0.99% |
$10.8K - $11.9K
|
15.1K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
110New |
$7.93K - $8.7K
|
110
$8.56K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
136+ 3.53% |
$9.81K - $10.8K
|
3.99K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$288 - $316
|
2.87K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50+ 26.46% |
$3.61K - $3.95K
|
239
$18.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
600+ 13.39% |
$43.3K - $47.4K
|
5.08K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.53% |
$361 - $395
|
947
$73.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.08K+ 2.43% |
$77.6K - $85.1K
|
45.3K
$3.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.43KNew |
$319K - $350K
|
4.43K
$344K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-25- 0.49% |
$1.8K - $1.98K
|
5.08K
$395K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.26KNew |
$235K - $258K
|
3.26K
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
38+ 0.13% |
$2.74K - $3K
|
29.6K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-249- 4.05% |
$18K - $19.7K
|
5.9K
$459K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-129- 0.35% |
$9.3K - $10.2K
|
36.9K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
27+ 0.45% |
$1.95K - $2.13K
|
6.05K
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.39K+ 4.3% |
$100K - $110K
|
33.8K
$2.63M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
791+ 3.16% |
$57K - $62.5K
|
25.8K
$2.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.79K- 9.05% |
$129K - $141K
|
17.9K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.69% |
$216 - $237
|
440
$34.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.06KNew |
$220K - $242K
|
3.06K
$238K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.86K+ 13.96% |
$134K - $147K
|
15.2K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.54KNew |
$255K - $280K
|
3.54K
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-236- 0.88% |
$17K - $18.7K
|
26.6K
$2.07M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.1K+ 7836.8% |
$1.31M - $1.43M
|
18.3K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
643+ 7.61% |
$46.4K - $50.8K
|
9.1K
$708K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-899- 11.27% |
$64.8K - $71.1K
|
7.08K
$550K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
666+ 14.42% |
$48K - $52.6K
|
5.29K
$411K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
87+ 0.39% |
$6.27K - $6.88K
|
22.3K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.04% |
$1.01K - $1.11K
|
33.2K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
335+ 23.66% |
$24.2K - $26.5K
|
1.75K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-556- 6.0% |
$40.1K - $44K
|
8.71K
$677K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
430New |
$31K - $34K
|
430
$33.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
361New |
$26K - $28.5K
|
361
$28.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.7% |
$1.37K - $1.5K
|
2.75K
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
506+ 9.71% |
$36.5K - $40K
|
5.72K
$445K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.33K- 8.0% |
$384K - $421K
|
61.2K
$4.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
433+ 9.0% |
$31.2K - $34.2K
|
5.24K
$408K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-700- 7.87% |
$50.5K - $55.3K
|
8.19K
$637K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.2K- 3.21% |
$231K - $253K
|
96.4K
$7.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
750+ 6.93% |
$54.1K - $59.3K
|
11.6K
$900K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-815- 5.04% |
$58.8K - $64.4K
|
15.4K
$1.2M
|