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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
15.5KNew |
$1.34M - $1.4M
|
15.5K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.99K+ 183.0% |
$864K - $900K
|
15.4K
$1.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
4.74KNew |
$410K - $427K
|
4.74K
$421K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.44K+ 11.76% |
$211K - $220K
|
23.2K
$2.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.4K+ 9.5% |
$207K - $216K
|
27.6K
$2.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.3KNew |
$199K - $207K
|
2.3K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.24KNew |
$193K - $202K
|
2.24K
$199K
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.71K+ 21.29% |
$147K - $154K
|
9.71K
$863K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 28.84% |
$113K - $118K
|
5.85K
$520K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
755+ 3.3% |
$65.3K - $68K
|
23.6K
$2.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
618+ 2.48% |
$53.5K - $55.7K
|
25.5K
$2.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
522+ 21.76% |
$45.2K - $47K
|
2.92K
$259K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
513+ 4.88% |
$44.4K - $46.2K
|
11K
$979K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
453+ 39.05% |
$39.2K - $40.8K
|
1.61K
$143K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
426+ 2.72% |
$36.9K - $38.4K
|
16.1K
$1.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
361+ 4.17% |
$31.2K - $32.5K
|
9.02K
$801K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
219+ 1.48% |
$18.9K - $19.7K
|
15K
$1.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
205+ 1.43% |
$17.7K - $18.5K
|
14.5K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
172+ 1.21% |
$14.9K - $15.5K
|
14.4K
$1.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
82+ 1.83% |
$7.09K - $7.39K
|
4.57K
$406K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
80+ 0.71% |
$6.92K - $7.21K
|
11.3K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
72+ 1.45% |
$6.23K - $6.49K
|
5.05K
$448K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
71+ 0.37% |
$6.14K - $6.4K
|
19.2K
$1.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
46+ 1.83% |
$3.98K - $4.15K
|
2.55K
$227K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 1.34% |
$3.55K - $3.69K
|
3.11K
$276K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
25New |
$2.16K - $2.25K
|
25
$2.22K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16New |
$1.38K - $1.44K
|
16
$1.42K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 1.18% |
$1.21K - $1.26K
|
1.2K
$107K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 1.5% |
$173 - $180
|
135
$12K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
$86.5 - $90.1
|
1
$88.8
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90.1KNew |
$7.45M - $7.94M
|
90.1K
$8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.8K+ 33.75% |
$3.21M - $3.42M
|
154K
$13.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37.9K+ 33.36% |
$3.14M - $3.34M
|
152K
$13.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
34.5KNew |
$2.85M - $3.04M
|
34.5K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.9K+ 15.66% |
$2.23M - $2.37M
|
199K
$17.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.4K+ 48.31% |
$1.6M - $1.71M
|
59.4K
$5.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.1KNew |
$1.17M - $1.24M
|
14.1K
$1.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.4KNew |
$1.11M - $1.18M
|
13.4K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.4K+ 2.53% |
$1.11M - $1.18M
|
544K
$48.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.2K+ 18.8% |
$928K - $989K
|
70.9K
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.7K+ 11.68% |
$803K - $855K
|
92.8K
$8.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.85K+ 86.87% |
$732K - $780K
|
19K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8.72K+ 6.37% |
$722K - $769K
|
146K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.94KNew |
$657K - $700K
|
7.94K
$706K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.55K+ 15.22% |
$624K - $665K
|
57.2K
$5.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.54KNew |
$623K - $664K
|
7.54K
$669K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$621K - $662K
|
7.51K
$667K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.28KNew |
$602K - $642K
|
7.28K
$646K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.09K+ 163.83% |
$586K - $625K
|
11.4K
$1.01M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
6.25KNew |
$517K - $551K
|
6.25K
$555K
|
|