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 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
785+ 6.25% |
$56.6K - $62.1K
|
13.4K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-26- 0.81% |
$1.87K - $2.06K
|
3.19K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-12- 0.17% |
$865 - $949
|
7.12K
$554K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 10.7% |
$100K - $110K
|
11.6K
$902K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-325- 11.05% |
$23.4K - $25.7K
|
2.62K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
50+ 1.46% |
$3.61K - $3.95K
|
3.47K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
218+ 3.13% |
$15.7K - $17.2K
|
7.19K
$559K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.24K+ 14.66% |
$89.3K - $97.9K
|
9.68K
$753K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
804+ 20.65% |
$58K - $63.6K
|
4.7K
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
21+ 0.72% |
$1.51K - $1.66K
|
2.94K
$229K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-56- 2.76% |
$4.04K - $4.43K
|
1.97K
$153K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-69- 7.17% |
$4.98K - $5.45K
|
893
$69.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
415+ 2.61% |
$29.9K - $32.8K
|
16.3K
$1.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.69% |
$577 - $632
|
1.16K
$90.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1- -0.0% |
$72.1 - $79.1
|
79.2K
$6.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
SELL
|
- |
-29- 0.13% |
$2.09K - $2.29K
|
21.9K
$1.7M
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5+ 0.34% |
$350 - $375
|
1.46K
$113K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$7K - $7.51K
|
100
$7.78K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-103- 7.45% |
$7.21K - $7.73K
|
1.28K
$99.5K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.88KNew |
$201K - $216K
|
2.88K
$224K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.4K+ 46.44% |
$448K - $481K
|
20.2K
$1.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
43.3KNew |
$3.03M - $3.25M
|
43.3K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.3K- 50.64% |
$4.36M - $4.67M
|
60.7K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-409- 3.88% |
$28.6K - $30.7K
|
10.1K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 48.39% |
$2.1K - $2.25K
|
32
$2.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.68K - $1.8K
|
24
$1.87K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.55KNew |
$319K - $342K
|
4.55K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.35KNew |
$655K - $702K
|
9.35K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.29K- 92.48% |
$90.5K - $97K
|
105
$8.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-139- 2.2% |
$9.73K - $10.4K
|
6.17K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$70 - $75.1
|
3
$233
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.85% |
$70 - $75.1
|
55
$4.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-8- 0.5% |
$560 - $601
|
1.6K
$124K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
105+ 3.43% |
$7.35K - $7.88K
|
3.17K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-334- 7.91% |
$23.4K - $25.1K
|
3.89K
$303K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
12New |
$840 - $901
|
12
$933
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
76New |
$5.32K - $5.71K
|
76
$5.91K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-69- 7.75% |
$4.83K - $5.18K
|
821
$63.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 1.69% |
$1.75K - $1.88K
|
1.5K
$117K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4- 3.81% |
$280 - $300
|
101
$7.86K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.3KNew |
$441K - $473K
|
6.3K
$490K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$140 - $150
|
6.94K
$540K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$1.05K - $1.13K
|
15
$1.17K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
73+ 2.42% |
$5.11K - $5.48K
|
3.09K
$241K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
34New |
$2.38K - $2.55K
|
34
$2.64K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.91KNew |
$203K - $218K
|
2.91K
$226K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5New |
$350 - $375
|
5
$389
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
509New |
$35.6K - $38.2K
|
509
$39.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17+ 0.32% |
$1.19K - $1.28K
|
5.37K
$418K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300+ 10.77% |
$21K - $22.5K
|
3.09K
$240K
|
|