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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
22KNew |
$1.82M - $1.94M
|
22K
$1.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
14K+ 57.73% |
$1.16M - $1.24M
|
38.4K
$3.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.4KNew |
$1.11M - $1.18M
|
13.4K
$1.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8.72K+ 6.37% |
$722K - $769K
|
146K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.57K+ 207.69% |
$626K - $667K
|
11.2K
$984K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
6.25KNew |
$517K - $551K
|
6.25K
$548K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.86K+ 23.87% |
$402K - $429K
|
25.2K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 11.54% |
$234K - $249K
|
27.3K
$2.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 20.84% |
$123K - $131K
|
8.64K
$759K
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.49K+ 3.31% |
$123K - $131K
|
46.4K
$4.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.36K+ 20.51% |
$112K - $120K
|
7.98K
$700K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.26K+ 6.45% |
$104K - $111K
|
20.8K
$1.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.16K+ 10.59% |
$95.8K - $102K
|
12.1K
$1.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
776+ 9.84% |
$64.2K - $68.4K
|
8.66K
$761K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
578+ 21.03% |
$47.8K - $50.9K
|
3.33K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
412+ 1.43% |
$34.1K - $36.3K
|
29.3K
$2.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
383+ 14.26% |
$31.7K - $33.8K
|
3.07K
$269K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
297+ 3.56% |
$24.6K - $26.2K
|
8.64K
$759K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
233+ 0.81% |
$19.3K - $20.5K
|
29K
$2.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
128New |
$10.6K - $11.3K
|
128
$11.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
105+ 3.49% |
$8.68K - $9.25K
|
3.11K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
103+ 1.3% |
$8.52K - $9.08K
|
8.01K
$703K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
67+ 43.79% |
$5.54K - $5.91K
|
220
$19.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
65+ 1.64% |
$5.38K - $5.73K
|
4.02K
$353K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
52+ 0.59% |
$4.3K - $4.58K
|
8.85K
$777K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.87% |
$3.89K - $4.14K
|
5.46K
$479K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
42+ 1.21% |
$3.47K - $3.7K
|
3.53K
$309K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39New |
$3.23K - $3.44K
|
39
$3.42K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
34+ 0.15% |
$2.81K - $3K
|
22.9K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.76% |
$744 - $793
|
1.19K
$104K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 7.21% |
$662 - $705
|
119
$10.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$579 - $617
|
3.6K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3+ 0.12% |
$248 - $264
|
2.47K
$217K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.66% |
$165 - $176
|
304
$26.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.76% |
$82.7 - $88.1
|
133
$11.7K
|
|
| Q2 2025 | |||||||
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
476K+ 58402.82% |
$33.1M - $39.7M
|
477K
$41.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
37.6K+ 34.33% |
$2.61M - $3.13M
|
147K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.5K+ 30.45% |
$1.84M - $2.21M
|
114K
$9.99M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.3K+ 82.22% |
$1.76M - $2.11M
|
56.1K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 76.03% |
$1.47M - $1.77M
|
49.1K
$4.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
20.3K+ 253.14% |
$1.41M - $1.69M
|
28.3K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 15.72% |
$1.24M - $1.49M
|
132K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8K+ 269.92% |
$1.24M - $1.48M
|
24.4K
$2.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 18.49% |
$1.21M - $1.45M
|
112K
$9.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.3K+ 38.55% |
$1.13M - $1.36M
|
58.5K
$5.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 7.51% |
$835K - $1M
|
172K
$15.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$787K - $946K
|
11.3K
$995K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$740K - $888K
|
10.7K
$935K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.4K+ 189.4% |
$721K - $866K
|
15.9K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$719K - $863K
|
10.4K
$909K
|
|