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 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.41KNew |
$199K - $213K
|
2.41K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 1.49% |
$4.14K - $4.41K
|
3.41K
$302K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-448- 2.73% |
$37.1K - $39.5K
|
16K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 36.11% |
$126K - $134K
|
5.72K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.73K- 7.47% |
$474K - $505K
|
70.9K
$6.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.73% |
$1.24K - $1.32K
|
2.08K
$185K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.75K+ 13.37% |
$144K - $154K
|
14.8K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 2.5% |
$12.1K - $12.9K
|
5.98K
$531K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.85K+ 86.87% |
$732K - $780K
|
19K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
665+ 1.03% |
$55K - $58.6K
|
65.3K
$5.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
468+ 4.66% |
$38.7K - $41.2K
|
10.5K
$934K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-204- 5.01% |
$16.9K - $18K
|
3.87K
$343K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.32KNew |
$192K - $204K
|
2.32K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.12K- 68.06% |
$672K - $716K
|
3.81K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
36+ 1.46% |
$2.98K - $3.17K
|
2.51K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
189+ 1.95% |
$15.6K - $16.7K
|
9.9K
$879K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$82.7K - $88.1K
|
1K
$88.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.87% |
$3.89K - $4.14K
|
5.46K
$485K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
22KNew |
$1.82M - $1.94M
|
22K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
128New |
$10.6K - $11.3K
|
128
$11.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
297+ 3.56% |
$24.6K - $26.2K
|
8.64K
$767K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
412+ 1.43% |
$34.1K - $36.3K
|
29.3K
$2.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
233+ 0.81% |
$19.3K - $20.5K
|
29K
$2.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-134- 2.17% |
$11.1K - $11.8K
|
6.04K
$536K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-59- 2.29% |
$4.88K - $5.2K
|
2.52K
$224K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 7.21% |
$662 - $705
|
119
$10.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-471- 14.2% |
$39K - $41.5K
|
2.85K
$253K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
65+ 1.64% |
$5.38K - $5.73K
|
4.02K
$357K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$579 - $617
|
3.6K
$320K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-6- 15.38% |
$496 - $529
|
33
$2.93K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2- 11.11% |
$165 - $176
|
16
$1.42K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
34+ 0.15% |
$2.81K - $3K
|
22.9K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-8.77K- 53.05% |
$725K - $773K
|
7.76K
$689K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-32- 0.92% |
$2.65K - $2.82K
|
3.44K
$306K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-111- 2.53% |
$9.18K - $9.78K
|
4.28K
$380K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
578+ 21.03% |
$47.8K - $50.9K
|
3.33K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3+ 0.12% |
$248 - $264
|
2.47K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
103+ 1.3% |
$8.52K - $9.08K
|
8.01K
$711K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 0.03% |
$496 - $529
|
19.6K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
52+ 0.59% |
$4.3K - $4.58K
|
8.85K
$786K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
14K+ 57.73% |
$1.16M - $1.24M
|
38.4K
$3.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.21% |
$111K - $119K
|
59.6K
$5.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.76% |
$744 - $793
|
1.19K
$106K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-163- 5.92% |
$13.5K - $14.4K
|
2.59K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 5.97% |
$134K - $143K
|
25.5K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 11.54% |
$234K - $249K
|
27.3K
$2.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.36K+ 20.51% |
$112K - $120K
|
7.98K
$709K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8.72K+ 6.37% |
$722K - $769K
|
146K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-286- 0.99% |
$23.7K - $25.2K
|
28.7K
$2.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.49K+ 3.31% |
$123K - $131K
|
46.4K
$4.12M
|
|