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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-380- 3.87% |
$26.4K - $31.7K
|
9.44K
$829K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
340+ 3.52% |
$23.6K - $28.4K
|
10K
$878K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.13K+ 4.6% |
$78.5K - $94.2K
|
25.7K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.67K+ 7.99% |
$394K - $473K
|
76.7K
$6.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.05K- 8.06% |
$72.7K - $87.2K
|
11.9K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.3KNew |
$646K - $775K
|
9.3K
$816K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-36- 1.56% |
$2.5K - $3K
|
2.28K
$200K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.3KNew |
$646K - $775K
|
9.3K
$816K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
2.8KNew |
$194K - $233K
|
2.8K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
772+ 1.89% |
$53.6K - $64.4K
|
41.5K
$3.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
2.51KNew |
$174K - $209K
|
2.51K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.02KNew |
$70.7K - $84.9K
|
1.02K
$89.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.28K+ 2.01% |
$88.6K - $106K
|
64.7K
$5.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
61+ 2.16% |
$4.24K - $5.09K
|
2.89K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
103+ 0.31% |
$7.15K - $8.59K
|
33.4K
$2.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-45- 1.36% |
$3.13K - $3.75K
|
3.25K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.55K+ 21.97% |
$455K - $546K
|
36.3K
$3.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-135- 1.88% |
$9.38K - $11.3K
|
7.03K
$618K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.51K- 5.05% |
$383K - $460K
|
104K
$9.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.78K+ 21.14% |
$123K - $148K
|
10.2K
$894K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
37+ 0.96% |
$2.57K - $3.09K
|
3.91K
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.23K+ 56.5% |
$155K - $186K
|
6.17K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-914- 11.07% |
$63.5K - $76.2K
|
7.34K
$645K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.48KNew |
$172K - $207K
|
2.48K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.44KNew |
$170K - $204K
|
2.44K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.43% |
$625 - $751
|
2.07K
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
285+ 1.77% |
$19.8K - $23.8K
|
16.4K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
325+ 3.22% |
$22.6K - $27.1K
|
10.4K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-364- 2.24% |
$25.3K - $30.4K
|
15.9K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.57K- 1.85% |
$109K - $131K
|
83.1K
$7.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.93KNew |
$203K - $244K
|
2.93K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.8K+ 30.26% |
$194K - $233K
|
12K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.62KNew |
$182K - $218K
|
2.62K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.35% |
$69.5 - $83.4
|
287
$25.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
613+ 18.28% |
$42.6K - $51.1K
|
3.97K
$348K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7New |
$486 - $584
|
7
$615
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-33- 0.14% |
$2.29K - $2.75K
|
22.9K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-186- 6.04% |
$12.9K - $15.5K
|
2.9K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.44K- 12.54% |
$100K - $120K
|
10K
$882K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$236K - $283K
|
3.4K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
476K+ 58402.82% |
$33.1M - $39.7M
|
477K
$41.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 25.4% |
$1.07M - $1.28M
|
45.2K
$3.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.47KNew |
$172K - $206K
|
2.47K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3- 0.09% |
$208 - $250
|
3.53K
$309K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
621+ 2.59% |
$43.1K - $51.8K
|
24.6K
$2.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
281+ 84.89% |
$19.5K - $23.4K
|
612
$53.7K
|