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 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
29.7K+ 37.31% |
$2.25M - $2.38M
|
109K
$9.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
195+ 1950.0% |
$14.8K - $15.6K
|
205
$17.1K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.04KNew |
$230K - $243K
|
3.04K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.64KNew |
$427K - $451K
|
5.64K
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 7.67% |
$87.6K - $92.6K
|
16.2K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-344- 6.41% |
$26K - $27.5K
|
5.03K
$419K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
129+ 2.44% |
$9.77K - $10.3K
|
5.41K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.4K- 89.98% |
$2.68M - $2.83M
|
3.94K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-846- 17.42% |
$64K - $67.7K
|
4.01K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
37+ 14.86% |
$2.8K - $2.96K
|
286
$23.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.27KNew |
$248K - $262K
|
3.27K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.44KNew |
$261K - $275K
|
3.44K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
100+ 0.72% |
$7.57K - $8K
|
14.1K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.39K+ 7.44% |
$332K - $351K
|
63.4K
$5.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-184- 4.81% |
$13.9K - $14.7K
|
3.64K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.92K- 14.7% |
$146K - $154K
|
11.2K
$930K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.87K+ 7.2% |
$142K - $150K
|
27.8K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
89+ 3.19% |
$6.74K - $7.12K
|
2.88K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
710+ 2.64% |
$53.7K - $56.8K
|
27.6K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.16K- 2.63% |
$87.4K - $92.4K
|
42.7K
$3.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$814K - $861K
|
10.8K
$897K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
12+ 0.39% |
$908 - $960
|
3.08K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
870+ 5.58% |
$65.9K - $69.6K
|
16.5K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
22.8K+ 21.53% |
$1.72M - $1.82M
|
128K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
65+ 812.5% |
$4.92K - $5.2K
|
73
$6.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-37.4K- 98.69% |
$2.83M - $2.99M
|
495
$41.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.94K+ 53.78% |
$223K - $235K
|
8.41K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
142+ 0.65% |
$10.7K - $11.4K
|
22.1K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-155- 58.05% |
$11.7K - $12.4K
|
112
$9.33K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.97K- 13.15% |
$149K - $157K
|
13K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.74K- 20.72% |
$207K - $219K
|
10.5K
$874K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.53K- 7.22% |
$418K - $442K
|
71K
$5.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.66KNew |
$201K - $213K
|
2.66K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-114- 2.04% |
$8.63K - $9.12K
|
5.47K
$456K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.92% |
$1.89K - $2K
|
2.7K
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.2K+ 6.65% |
$90.9K - $96.1K
|
19.3K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.4KNew |
$257K - $272K
|
3.4K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.11K- 6.73% |
$462K - $489K
|
84.7K
$7.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2+ 0.04% |
$151 - $160
|
4.73K
$394K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
860+ 11.5% |
$65.1K - $68.8K
|
8.34K
$695K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.7K- 51.47% |
$2.5M - $2.61M
|
30.8K
$2.57M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-92- 1.96% |
$7.05K - $7.35K
|
4.59K
$383K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
165New |
$12.6K - $13.2K
|
165
$13.8K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-509- 5.6% |
$39K - $40.7K
|
8.59K
$716K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.82% |
$76.6 - $79.9
|
56
$4.67K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.5K+ 63.02% |
$1.27M - $1.32M
|
42.8K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
398+ 1.08% |
$30.5K - $31.8K
|
37.3K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
123+ 132.26% |
$9.42K - $9.83K
|
216
$18K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-944- 25.32% |
$72.3K - $75.4K
|
2.78K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-190- 29.69% |
$14.6K - $15.2K
|
450
$37.5K
|
|