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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.43K+ 1.54% |
$108K - $114K
|
94.2K
$7.85M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.4K+ 0.88% |
$106K - $112K
|
160K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1.39K+ 5.27% |
$105K - $111K
|
27.7K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.36K+ 35.95% |
$103K - $109K
|
5.14K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3K+ 89.66% |
$98.4K - $104K
|
2.75K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.25KNew |
$94.5K - $99.9K
|
1.25K
$104K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.2K+ 6.65% |
$90.9K - $96.1K
|
19.3K
$1.61M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15KNew |
$87.2K - $92.2K
|
1.15K
$96K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13K+ 3.14% |
$85.8K - $90.7K
|
37.2K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.07K+ 12.54% |
$80.7K - $85.3K
|
9.57K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 13.5% |
$78K - $82.4K
|
8.66K
$722K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 7.83% |
$76.8K - $81.1K
|
14K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
987+ 8.22% |
$74.7K - $79K
|
13K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
941+ 20.73% |
$71.2K - $75.3K
|
5.48K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
891+ 0.62% |
$67.4K - $71.3K
|
144K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
874+ 6.2% |
$66.2K - $69.9K
|
15K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
870+ 5.58% |
$65.9K - $69.6K
|
16.5K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
860+ 11.5% |
$65.1K - $68.8K
|
8.34K
$695K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
844+ 14.01% |
$63.9K - $67.5K
|
6.87K
$572K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
726+ 9.66% |
$55K - $58.1K
|
8.24K
$687K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
710+ 2.64% |
$53.7K - $56.8K
|
27.6K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
706+ 13.2% |
$53.4K - $56.5K
|
6.06K
$505K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
681+ 16.43% |
$51.6K - $54.5K
|
4.83K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
651+ 25.94% |
$49.3K - $52.1K
|
3.16K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
580+ 935.48% |
$43.9K - $46.4K
|
642
$53.5K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
518+ 12.73% |
$39.2K - $41.4K
|
4.59K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
502+ 0.8% |
$38K - $40.2K
|
63.1K
$5.26M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
446+ 54.32% |
$33.8K - $35.7K
|
1.27K
$106K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
421+ 3.38% |
$31.9K - $33.7K
|
12.9K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
411+ 72.49% |
$31.1K - $32.9K
|
978
$81.5K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
381+ 249.02% |
$28.8K - $30.5K
|
534
$44.5K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
369+ 6.02% |
$27.9K - $29.5K
|
6.5K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
353+ 18.92% |
$26.7K - $28.2K
|
2.22K
$185K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
343+ 10.59% |
$26K - $27.4K
|
3.58K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
322+ 2.09% |
$24.4K - $25.8K
|
15.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
287+ 3.68% |
$21.7K - $23K
|
8.09K
$674K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
274+ 5.03% |
$20.7K - $21.9K
|
5.72K
$477K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
259New |
$19.6K - $20.7K
|
259
$21.6K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
258+ 1.33% |
$19.5K - $20.6K
|
19.7K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
246+ 4.48% |
$18.6K - $19.7K
|
5.74K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
243+ 1.83% |
$18.4K - $19.4K
|
13.5K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
240+ 7.02% |
$18.2K - $19.2K
|
3.66K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
239+ 3.03% |
$18.1K - $19.1K
|
8.12K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
219+ 33.74% |
$16.6K - $17.5K
|
868
$72.3K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
211+ 703.33% |
$16K - $16.9K
|
241
$20.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
201+ 1.6% |
$15.2K - $16.1K
|
12.8K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
195+ 1950.0% |
$14.8K - $15.6K
|
205
$17.1K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
192+ 3.45% |
$14.5K - $15.4K
|
5.76K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
185+ 6.41% |
$14K - $14.8K
|
3.07K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
177+ 2.75% |
$13.4K - $14.2K
|
6.62K
$552K
|