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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
173+ 1.82% |
$13.1K - $13.8K
|
9.66K
$805K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
152+ 2.0% |
$11.5K - $12.2K
|
7.76K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151New |
$11.4K - $12.1K
|
151
$12.6K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
145New |
$11K - $11.6K
|
145
$12.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
143+ 3.4% |
$10.8K - $11.4K
|
4.35K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
142+ 0.65% |
$10.7K - $11.4K
|
22.1K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
137+ 4.34% |
$10.4K - $11K
|
3.3K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
129+ 2.13% |
$9.77K - $10.3K
|
6.19K
$516K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
129+ 2.44% |
$9.77K - $10.3K
|
5.41K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
116+ 1.4% |
$8.78K - $9.28K
|
8.42K
$702K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
114New |
$8.63K - $9.12K
|
114
$9.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
110+ 1.51% |
$8.33K - $8.8K
|
7.38K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
108+ 2.18% |
$8.18K - $8.64K
|
5.06K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
107+ 0.45% |
$8.1K - $8.56K
|
24.1K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
105+ 0.38% |
$7.95K - $8.4K
|
27.9K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
100+ 0.72% |
$7.57K - $8K
|
14.1K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
97+ 1.16% |
$7.34K - $7.76K
|
8.44K
$703K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
89+ 3.19% |
$6.74K - $7.12K
|
2.88K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
79New |
$5.98K - $6.32K
|
79
$6.58K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
69+ 7.32% |
$5.22K - $5.52K
|
1.01K
$84.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
65+ 812.5% |
$4.92K - $5.2K
|
73
$6.08K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
37+ 58.73% |
$2.8K - $2.96K
|
100
$8.33K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
33+ 0.78% |
$2.5K - $2.64K
|
4.27K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.82K - $1.92K
|
24
$2K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
16+ 0.54% |
$1.21K - $1.28K
|
3K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13New |
$984 - $1.04K
|
13
$1.08K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
10New |
$757 - $800
|
10
$833
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
9+ 1.22% |
$681 - $720
|
747
$62.3K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 0.03% |
$530 - $560
|
24.8K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7+ 28.0% |
$530 - $560
|
32
$2.67K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2+ 0.03% |
$151 - $160
|
6.38K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2+ 0.04% |
$151 - $160
|
4.73K
$394K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
173KNew |
$13.2M - $13.8M
|
173K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
73.9KNew |
$5.66M - $5.9M
|
73.9K
$6.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
59KNew |
$4.52M - $4.71M
|
59K
$4.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
26KNew |
$2M - $2.08M
|
26K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26KNew |
$1.99M - $2.08M
|
26K
$2.17M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.5K+ 63.02% |
$1.27M - $1.32M
|
42.8K
$3.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
15.8KNew |
$1.21M - $1.26M
|
15.8K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.76K+ 21.95% |
$748K - $780K
|
54.2K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.92KNew |
$377K - $393K
|
4.92K
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.8KNew |
$368K - $383K
|
4.8K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.21KNew |
$322K - $336K
|
4.21K
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
4.08KNew |
$313K - $326K
|
4.08K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
3.56KNew |
$273K - $285K
|
3.56K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.27KNew |
$250K - $261K
|
3.27K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.86KNew |
$219K - $229K
|
2.86K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.83KNew |
$217K - $226K
|
2.83K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.78KNew |
$213K - $222K
|
2.78K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.76KNew |
$211K - $220K
|
2.76K
$230K
|
|