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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
592New |
$36.1K - $41K
|
592
$49.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
167+ 4.46% |
$10.2K - $11.6K
|
3.91K
$326K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
142New |
$8.66K - $9.84K
|
142
$11.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
74New |
$4.51K - $5.13K
|
74
$6.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
44New |
$2.68K - $3.05K
|
44
$3.67K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
11.4KNew |
$723K - $774K
|
11.4K
$953K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.63KNew |
$609K - $652K
|
9.63K
$802K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.44KNew |
$218K - $233K
|
3.44K
$287K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
760+ 10.17% |
$48.1K - $51.5K
|
8.23K
$686K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
499New |
$31.6K - $33.8K
|
499
$41.6K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
473New |
$29.9K - $32K
|
473
$39.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$6.32K - $6.77K
|
100
$8.33K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
94+ 60.26% |
$5.94K - $6.37K
|
250
$20.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15New |
$949 - $1.02K
|
15
$1.25K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7New |
$443 - $474
|
7
$583
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.83% |
$63.2 - $67.7
|
122
$10.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
18.2KNew |
$1.15M - $1.21M
|
18.2K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
3.89KNew |
$245K - $259K
|
3.89K
$324K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
455+ 11.6% |
$28.7K - $30.3K
|
4.38K
$365K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
86New |
$5.42K - $5.72K
|
86
$7.17K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
45New |
$2.84K - $2.99K
|
45
$3.75K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 18.37% |
$1.13K - $1.2K
|
116
$9.67K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.68% |
$63 - $66.5
|
148
$12.3K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.55KNew |
$92.5K - $100K
|
1.55K
$129K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
430New |
$25.7K - $27.9K
|
430
$35.8K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$1.8K - $1.94K
|
30
$2.5K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
2New |
$120 - $130
|
2
$167
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
267KNew |
$14.7M - $16.7M
|
267K
$22.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
267KNew |
$14.7M - $16.7M
|
267K
$22.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
39.6KNew |
$2.18M - $2.48M
|
39.6K
$3.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14KNew |
$770K - $876K
|
14K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
6.15KNew |
$338K - $385K
|
6.15K
$512K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4KNew |
$220K - $251K
|
4K
$333K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.91KNew |
$215K - $245K
|
3.91K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.78KNew |
$97.9K - $111K
|
1.78K
$148K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.43K+ 25.1% |
$79K - $89.9K
|
7.15K
$596K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.04KNew |
$57.1K - $64.9K
|
1.04K
$86.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
869New |
$47.9K - $54.5K
|
869
$72.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
855New |
$47.1K - $53.6K
|
855
$71.3K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
804New |
$44.3K - $50.4K
|
804
$67K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
342New |
$18.8K - $21.4K
|
342
$28.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
250+ 100.0% |
$13.8K - $15.7K
|
500
$41.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
224New |
$12.3K - $14K
|
224
$18.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
200New |
$11K - $12.5K
|
200
$16.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
115New |
$6.33K - $7.21K
|
115
$9.58K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
106New |
$5.84K - $6.65K
|
106
$8.83K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
72New |
$3.97K - $4.51K
|
72
$6K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27New |
$1.49K - $1.69K
|
27
$2.25K
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
17+ 0.38% |
$936 - $1.07K
|
4.54K
$378K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
15+ 0.37% |
$826 - $940
|
4.11K
$342K
|
|