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 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.55K+ 21.97% |
$455K - $546K
|
36.3K
$3.03M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$236K - $283K
|
3.4K
$283K
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.93KNew |
$203K - $244K
|
2.93K
$244K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.8K+ 30.26% |
$194K - $233K
|
12K
$1M
|
|
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 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.62KNew |
$182K - $218K
|
2.62K
$218K
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.48KNew |
$172K - $207K
|
2.48K
$207K
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.47KNew |
$172K - $206K
|
2.47K
$206K
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.47KNew |
$171K - $206K
|
2.47K
$206K
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.44KNew |
$170K - $204K
|
2.44K
$203K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.23K+ 56.5% |
$155K - $186K
|
6.17K
$514K
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.78K+ 21.14% |
$123K - $148K
|
10.2K
$849K
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1.48K+ 9.86% |
$103K - $124K
|
16.5K
$1.38M
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.14K+ 4.11% |
$79.4K - $95.3K
|
29K
$2.41M
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.13K+ 2.59% |
$78.7K - $94.5K
|
44.9K
$3.74M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 16.98% |
$72.1K - $86.6K
|
7.15K
$596K
|
|
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 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
613+ 18.28% |
$42.6K - $51.1K
|
3.97K
$331K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
590+ 80.71% |
$41K - $49.2K
|
1.32K
$110K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
503+ 5.7% |
$34.9K - $42K
|
9.32K
$777K
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
372+ 1.93% |
$25.8K - $31K
|
19.6K
$1.64M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
325+ 3.22% |
$22.6K - $27.1K
|
10.4K
$868K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
325+ 1.35% |
$22.6K - $27.1K
|
24.3K
$2.03M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
285+ 1.77% |
$19.8K - $23.8K
|
16.4K
$1.37M
|
|
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 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
103+ 0.31% |
$7.15K - $8.59K
|
33.4K
$2.78M
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
91+ 43.13% |
$6.32K - $7.59K
|
302
$25.2K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 3.63% |
$4.31K - $5.17K
|
1.77K
$147K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
61+ 2.16% |
$4.24K - $5.09K
|
2.89K
$241K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
51+ 1.72% |
$3.54K - $4.25K
|
3.01K
$251K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
37+ 0.96% |
$2.57K - $3.09K
|
3.91K
$326K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$834 - $1K
|
12
$1K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.3% |
$764 - $917
|
3.64K
$304K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7New |
$486 - $584
|
7
$583
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.34% |
$278 - $334
|
1.18K
$98.3K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.35% |
$69.5 - $83.4
|
287
$23.9K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.91% |
$69.5 - $83.4
|
111
$9.25K
|
|
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
|