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 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.37K- 21.14% |
$95.4K - $115K
|
5.12K
$450K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 9.6% |
$1.19M - $1.43M
|
161K
$14.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 0.87% |
$417 - $500
|
685
$60.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.96K+ 3.05% |
$136K - $163K
|
66.2K
$5.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.6K- 58.24% |
$1.5M - $1.81M
|
15.5K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
344+ 1.02% |
$23.9K - $28.7K
|
34.1K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.18K+ 19.33% |
$81.6K - $98K
|
7.25K
$637K
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.94KNew |
$343K - $412K
|
4.94K
$433K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-490- 4.67% |
$34K - $40.9K
|
10K
$878K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.71K+ 81.83% |
$397K - $476K
|
12.7K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.76K+ 32.98% |
$192K - $230K
|
11.1K
$976K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.63K- 21.51% |
$391K - $469K
|
20.5K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.39KNew |
$166K - $199K
|
2.39K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-97- 1.25% |
$6.74K - $8.09K
|
7.66K
$673K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
2.36K+ 8.51% |
$164K - $196K
|
30K
$2.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.93KNew |
$342K - $411K
|
4.93K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
229+ 3.1% |
$15.9K - $19.1K
|
7.61K
$668K
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-152- 4.72% |
$10.6K - $12.7K
|
3.07K
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
716+ 20.53% |
$49.7K - $59.7K
|
4.2K
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 41.67% |
$695 - $834
|
14
$1.23K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
38+ 0.27% |
$2.64K - $3.17K
|
14.1K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.58K+ 3.71% |
$110K - $132K
|
44.3K
$3.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.36K+ 9.63% |
$303K - $364K
|
49.6K
$4.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.19K+ 3.5% |
$82.4K - $99K
|
35.1K
$3.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
406New |
$28.2K - $33.9K
|
406
$35.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$787K - $946K
|
11.3K
$995K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.4K+ 189.4% |
$721K - $866K
|
15.9K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.66K+ 12.97% |
$115K - $138K
|
14.5K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-219- 6.93% |
$15.2K - $18.3K
|
2.94K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
377+ 14.17% |
$26.2K - $31.4K
|
3.04K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29+ 0.35% |
$2.01K - $2.42K
|
8.41K
$738K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-126- 1.5% |
$8.75K - $10.5K
|
8.3K
$729K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.21% |
$139 - $167
|
953
$83.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.35K+ 49.1% |
$164K - $196K
|
7.15K
$628K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
5+ 0.67% |
$347 - $417
|
752
$66K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
48+ 4.75% |
$3.33K - $4K
|
1.06K
$93K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-25- 1.67% |
$1.74K - $2.09K
|
1.47K
$129K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-90- 32.03% |
$6.25K - $7.51K
|
191
$16.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6+ 0.06% |
$417 - $500
|
9.71K
$853K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-49- 2.88% |
$3.4K - $4.09K
|
1.66K
$145K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.55K+ 300.0% |
$107K - $129K
|
2.06K
$181K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
202+ 4.75% |
$14K - $16.8K
|
4.45K
$391K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-297- 4.49% |
$20.6K - $24.8K
|
6.32K
$555K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-328- 37.79% |
$22.8K - $27.4K
|
540
$47.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-114- 3.95% |
$7.92K - $9.51K
|
2.77K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
410+ 11.21% |
$28.5K - $34.2K
|
4.07K
$357K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
385+ 1.77% |
$26.7K - $32.1K
|
22.2K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
2.79K+ 12.41% |
$194K - $233K
|
25.2K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
215+ 1.67% |
$14.9K - $17.9K
|
13.1K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
199+ 2.37% |
$13.8K - $16.6K
|
8.6K
$755K
|