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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
820New |
$57K - $60.4K
|
820
$69.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
87New |
$6.05K - $6.4K
|
87
$7.35K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
278New |
$19.3K - $20.2K
|
278
$23.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
59+ 1475.0% |
$4.09K - $4.29K
|
63
$5.33K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14New |
$970 - $1.02K
|
14
$1.18K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11New |
$762 - $800
|
11
$930
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
432New |
$29.2K - $30.6K
|
432
$36.5K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49New |
$2.78K - $3.15K
|
49
$4.14K
|
|
| Q2 2020 | |||||||
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50+ 30.3% |
$2.3K - $2.83K
|
215
$18.2K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 0.71% |
$414 - $510
|
1.28K
$108K
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.83KNew |
$333K - $465K
|
7.83K
$661K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
432New |
$23.1K - $25.2K
|
432
$36.5K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
49New |
$2.58K - $2.72K
|
49
$4.14K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$109K - $127K
|
2.32K
$196K
|
|
|
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$4.7K - $5.47K
|
100
$8.45K
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
25New |
$1.18K - $1.37K
|
25
$2.11K
|
|
| Q3 2017 | |||||||
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
118New |
$6.28K - $6.32K
|
118
$9.97K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$53.2 - $53.6
|
1
$84.5
|
|
| Q1 2016 | |||||||
|
Sep 07, 2021
Q1 2016
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7.11KNew |
N/A
|
7.11K
$601K
|
|