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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-28- 0.07% |
$2.12K - $2.24K
|
40.8K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-562- 6.62% |
$42.5K - $45K
|
7.93K
$661K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.25KNew |
$246K - $260K
|
3.25K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.6K- 6.52% |
$121K - $128K
|
22.9K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-18- 0.63% |
$1.36K - $1.44K
|
2.83K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
16+ 0.54% |
$1.21K - $1.28K
|
3K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 30.06% |
$96.7K - $102K
|
2.97K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13K+ 3.14% |
$85.8K - $90.7K
|
37.2K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.41KNew |
$182K - $193K
|
2.41K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13New |
$984 - $1.04K
|
13
$1.08K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7- 0.1% |
$530 - $560
|
6.9K
$575K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-68- 4.35% |
$5.15K - $5.44K
|
1.5K
$125K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.58K+ 3.87% |
$196K - $207K
|
69.3K
$5.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
4.89K+ 14.1% |
$370K - $391K
|
39.6K
$3.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7+ 28.0% |
$530 - $560
|
32
$2.67K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
110+ 1.51% |
$8.33K - $8.8K
|
7.38K
$615K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.46K+ 19.2% |
$413K - $437K
|
33.9K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
145New |
$11K - $11.6K
|
145
$12.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-173- 2.01% |
$13.1K - $13.8K
|
8.43K
$702K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-56- 0.78% |
$4.24K - $4.48K
|
7.17K
$597K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2K+ 25.76% |
$151K - $160K
|
9.77K
$814K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-164- 1.66% |
$12.4K - $13.1K
|
9.71K
$809K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.94K+ 3.28% |
$147K - $155K
|
61.1K
$5.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
201+ 1.6% |
$15.2K - $16.1K
|
12.8K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-579- 8.04% |
$43.8K - $46.3K
|
6.62K
$552K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-955- 48.4% |
$72.3K - $76.4K
|
1.02K
$84.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.91K- 16.31% |
$145K - $153K
|
9.82K
$818K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 25.42% |
$90K - $95.1K
|
3.49K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-899- 21.43% |
$68.1K - $71.9K
|
3.3K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 8.8% |
$92.1K - $97.4K
|
15K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.19K- 33.99% |
$90.1K - $95.2K
|
2.31K
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
33+ 0.78% |
$2.5K - $2.64K
|
4.27K
$356K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-214- 6.23% |
$16.2K - $17.1K
|
3.22K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-68- 0.24% |
$5.15K - $5.44K
|
28.7K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-272- 6.64% |
$20.6K - $21.8K
|
3.82K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-558- 1.88% |
$42.2K - $44.6K
|
29.1K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-82- 1.63% |
$6.21K - $6.56K
|
4.95K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
932+ 11.22% |
$70.6K - $74.6K
|
9.24K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
706+ 13.2% |
$53.4K - $56.5K
|
6.06K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3.82K+ 87.0% |
$289K - $306K
|
8.21K
$684K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
343+ 10.59% |
$26K - $27.4K
|
3.58K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
274+ 5.03% |
$20.7K - $21.9K
|
5.72K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.96K- 3.76% |
$527K - $557K
|
178K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-88- 2.03% |
$6.66K - $7.04K
|
4.25K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.69K- 3.72% |
$128K - $135K
|
43.8K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$332K - $351K
|
4.38K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
173+ 1.82% |
$13.1K - $13.8K
|
9.66K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
101+ 0.3% |
$7.65K - $8.08K
|
33.3K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
164+ 5.14% |
$12.4K - $13.1K
|
3.35K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.03% |
$227 - $240
|
10.1K
$840K
|