Latest Institutional Purchases of Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

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, 2024 Q3 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
130
New
$9.37K - $10.3K
130 $10.8K
Oct 08, 2024 Q3 2024
Syntrinsic LLC

Denver, CO
BUY
 -
127
+ 1.37%
$9.16K - $10K
9.42K $785K
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
43
New
$3.1K - $3.4K
43 $3.58K
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
8
New
$577 - $632
8 $667
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
3
+ 0.69%
$216 - $237
440 $36.7K
Q2 2024
Aug 14, 2024 Q2 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.35K
New
$655K - $702K
9.35K $779K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
4.55K
New
$319K - $342K
4.55K $379K
May 29, 2025 Q2 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
3.69K
New
$259K - $277K
3.69K $308K
Jul 12, 2024 Q2 2024
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
3.12K
New
$219K - $235K
3.12K $260K
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.88K
New
$201K - $216K
2.88K $240K
Jul 15, 2024 Q2 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
300
+ 10.77%
$21K - $22.5K
3.09K $257K
Aug 08, 2024 Q2 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
105
+ 3.43%
$7.35K - $7.88K
3.17K $264K
Sep 20, 2024 Q2 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
100
New
$7K - $7.51K
100 $8.33K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
76
New
$5.32K - $5.71K
76 $6.33K
Jul 25, 2024 Q2 2024
Tnf LLC

BUY
 -
73
+ 2.42%
$5.11K - $5.48K
3.09K $258K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
34
New
$2.38K - $2.55K
34 $2.83K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
15
New
$1.05K - $1.13K
15 $1.25K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
12
New
$840 - $901
12 $1K
Jul 15, 2024 Q2 2024
Guardian Financial Partners, LLC

BUY
 -
9
+ 0.29%
$630 - $676
3.07K $255K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
5
New
$350 - $375
5 $417
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
4
New
$280 - $300
4 $333
Q1 2024
Apr 12, 2024 Q1 2024
Charles Schwab Trust CO

BUY
 -
38.1K
New
$2.58M - $2.8M
38.1K $3.17M
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
26.2K
+ 86.81%
$1.78M - $1.93M
56.5K $4.71M
May 15, 2024 Q1 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
23.3K
New
$1.58M - $1.71M
23.3K $1.94M
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
11.2K
New
$757K - $821K
11.2K $931K
May 13, 2024 Q1 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
5.63K
New
$381K - $414K
5.63K $469K
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
4.25K
New
$288K - $312K
4.25K $354K
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
3.51K
New
$237K - $258K
3.51K $292K
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
1.96K
+ 63.21%
$133K - $144K
5.07K $423K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
980
+ 6.42%
$66.4K - $72K
16.3K $1.35M
May 07, 2024 Q1 2024
Washington Trust Advisors, Inc.

BUY
 -
691
New
$46.8K - $50.8K
691 $57.6K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
153
New
$10.4K - $11.2K
153 $12.8K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
123
New
$8.33K - $9.04K
123 $10.3K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
100
New
$6.78K - $7.35K
100 $8.33K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
83
+ 2.2%
$5.62K - $6.1K
3.86K $321K
May 07, 2024 Q1 2024
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
81
+ 1.68%
$5.49K - $5.95K
4.9K $409K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
27
New
$1.83K - $1.98K
27 $2.25K
Aug 16, 2024 Q1 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
20
New
$1.36K - $1.47K
20 $1.67K
Q4 2023
Feb 14, 2024 Q4 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.7K
New
$408K - $464K
6.7K $558K
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
5.49K
+ 7.42%
$335K - $380K
79.5K $6.62M
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
5.27K
New
$321K - $365K
5.27K $439K
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
3.35K
New
$204K - $232K
3.35K $280K
Feb 06, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.26K
New
$199K - $226K
3.26K $272K
Jan 29, 2024 Q4 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
3.21K
New
$195K - $222K
3.21K $267K
Feb 02, 2024 Q4 2023
Penobscot Wealth Management

BUY
 -
3.02K
New
$184K - $209K
3.02K $251K
Feb 14, 2024 Q4 2023
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
1.6K
New
$97.5K - $111K
1.6K $133K
Jan 11, 2024 Q4 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
1.57K
+ 28.93%
$95.7K - $109K
7K $583K
Jan 23, 2024 Q4 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
1.16K
+ 36.54%
$70.9K - $80.6K
4.35K $362K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
683
New
$41.6K - $47.3K
683 $56.9K

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