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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.49K+ 7.42% |
$335K - $380K
|
79.5K
$6.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
3.02KNew |
$184K - $209K
|
3.02K
$235K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
495New |
$30.2K - $34.3K
|
495
$38.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.21KNew |
$195K - $222K
|
3.21K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.02K- 22.02% |
$61.9K - $70.3K
|
3.59K
$280K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.11K- 26.94% |
$67.7K - $76.9K
|
3.01K
$234K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.27K- 2.79% |
$77.2K - $87.8K
|
44.2K
$3.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1.16K+ 36.54% |
$70.9K - $80.6K
|
4.35K
$338K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.35KNew |
$204K - $232K
|
3.35K
$261K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-596- 63.68% |
$36.3K - $41.3K
|
340
$26.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.58KNew |
$218K - $248K
|
3.58K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-107- 3.37% |
$6.52K - $7.41K
|
3.07K
$239K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 28.93% |
$95.7K - $109K
|
7K
$544K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.31KNew |
$263K - $298K
|
4.31K
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
142New |
$8.66K - $9.84K
|
142
$11K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 15.56% |
$91.3K - $104K
|
8.13K
$632K
|
|
| Q3 2023 | |||||||
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
94+ 60.26% |
$5.94K - $6.37K
|
250
$19.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
473New |
$29.9K - $32K
|
473
$36.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-92- 23.17% |
$5.82K - $6.23K
|
305
$23.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.63KNew |
$609K - $652K
|
9.63K
$749K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7New |
$443 - $474
|
7
$545
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.83% |
$63.2 - $67.7
|
122
$9.49K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
5.6KNew |
$354K - $380K
|
5.6K
$436K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15New |
$949 - $1.02K
|
15
$1.17K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.44KNew |
$218K - $233K
|
3.44K
$268K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
32New |
$2.02K - $2.17K
|
32
$2.49K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$6.32K - $6.77K
|
100
$7.78K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
760+ 10.17% |
$48.1K - $51.5K
|
8.23K
$640K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.95K- 7.55% |
$123K - $132K
|
23.8K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
11.4KNew |
$723K - $774K
|
11.4K
$890K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
499New |
$31.6K - $33.8K
|
499
$38.8K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
45New |
$2.84K - $2.99K
|
45
$3.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-15.1K- 99.09% |
$951K - $1M
|
138
$10.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
18.2KNew |
$1.15M - $1.21M
|
18.2K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
86New |
$5.42K - $5.72K
|
86
$6.69K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-78- 39.0% |
$4.92K - $5.19K
|
122
$9.49K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 18.37% |
$1.13K - $1.2K
|
116
$9.02K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
104New |
$6.56K - $6.92K
|
104
$8.09K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-684- 1.58% |
$43.1K - $45.5K
|
42.6K
$3.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-180- 5.33% |
$11.3K - $12K
|
3.2K
$249K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.68% |
$63 - $66.5
|
148
$11.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
455+ 11.6% |
$28.7K - $30.3K
|
4.38K
$340K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
3.89KNew |
$245K - $259K
|
3.89K
$303K
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.21KNew |
$202K - $213K
|
3.21K
$249K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.99K+ 8177.05% |
$299K - $323K
|
5.05K
$393K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$299 - $324
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-350- 24.26% |
$21K - $22.7K
|
1.09K
$85K
|
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.88K- 19.21% |
$112K - $122K
|
7.9K
$615K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$1.8K - $1.94K
|
30
$2.33K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
430New |
$25.7K - $27.9K
|
430
$33.4K
|
|