Latest Institutional Purchases of Ishares Tr Core Aggressive All (AOA)
This list provides information on the latest institutional transactions involving Ishares Tr Core Aggressive All (AOA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
476K+ 58402.82% |
$33.1M - $39.7M
|
477K
$39.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 221.4% |
$1.17M - $1.41M
|
24.5K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.28K+ 73.68% |
$575K - $691K
|
19.5K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$236K - $283K
|
3.4K
$283K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2.76KNew |
$191K - $230K
|
2.76K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.69KNew |
$187K - $224K
|
2.69K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.47KNew |
$172K - $206K
|
2.47K
$206K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
756+ 10.6% |
$52.5K - $63.1K
|
7.89K
$657K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
621+ 2.59% |
$43.1K - $51.8K
|
24.6K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
590+ 80.71% |
$41K - $49.2K
|
1.32K
$110K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
325+ 1.35% |
$22.6K - $27.1K
|
24.3K
$2.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
281+ 84.89% |
$19.5K - $23.4K
|
612
$51K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
157+ 4.72% |
$10.9K - $13.1K
|
3.48K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 3.63% |
$4.31K - $5.17K
|
1.77K
$147K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
51+ 1.72% |
$3.54K - $4.25K
|
3.01K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$834 - $1K
|
12
$1K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.34% |
$278 - $334
|
1.18K
$98.3K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.2K+ 63.23% |
$3.34M - $3.53M
|
114K
$9.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39.6K+ 706.7% |
$3M - $3.17M
|
45.3K
$3.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
29.7K+ 37.31% |
$2.25M - $2.38M
|
109K
$9.12M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
24.6KNew |
$1.86M - $1.96M
|
24.6K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
22.8K+ 21.53% |
$1.72M - $1.82M
|
128K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17.2KNew |
$1.31M - $1.38M
|
17.2K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 20.38% |
$1.12M - $1.18M
|
87.2K
$7.27M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 44.45% |
$984K - $1.04M
|
42.2K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$814K - $861K
|
10.8K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 2.01% |
$782K - $827K
|
525K
$43.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.66KNew |
$731K - $773K
|
9.66K
$805K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.62K+ 22.18% |
$728K - $770K
|
53K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.91KNew |
$674K - $712K
|
8.91K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
8.4KNew |
$636K - $672K
|
8.4K
$700K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.05K+ 11.43% |
$609K - $644K
|
78.5K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.52KNew |
$569K - $602K
|
7.52K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.14K+ 100.92% |
$541K - $571K
|
14.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.1KNew |
$537K - $568K
|
7.1K
$592K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.89K+ 4.31% |
$522K - $551K
|
167K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
6.06KNew |
$459K - $485K
|
6.06K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.77K+ 54.8% |
$437K - $462K
|
16.3K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.64KNew |
$427K - $451K
|
5.64K
$470K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.46K+ 19.2% |
$413K - $437K
|
33.9K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.23K+ 30.33% |
$396K - $418K
|
22.5K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.14KNew |
$389K - $411K
|
5.14K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$372K - $393K
|
4.91K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
4.89K+ 14.1% |
$370K - $391K
|
39.6K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.39K+ 7.44% |
$332K - $351K
|
63.4K
$5.28M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$332K - $351K
|
4.38K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.03K+ 16.86% |
$305K - $322K
|
27.9K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.94K+ 17.75% |
$298K - $315K
|
26.2K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3.82K+ 87.0% |
$289K - $306K
|
8.21K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.59KNew |
$272K - $287K
|
3.59K
$299K
|
|