Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.8K- 33.35% |
$4.71M - $5.66M
|
136K
$11.5M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.6K- 25.62% |
$2.75M - $3.3M
|
115K
$9.72M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.7K- 51.48% |
$2.27M - $2.72M
|
30.8K
$2.6M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.6K- 58.24% |
$1.5M - $1.81M
|
15.5K
$1.31M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 9.6% |
$1.19M - $1.43M
|
161K
$13.6M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 25.4% |
$1.07M - $1.28M
|
45.2K
$3.82M
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-11.6K- 6.98% |
$808K - $970K
|
155K
$13.1M
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.3K- 50.5% |
$788K - $946K
|
11.1K
$940K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.49K- 7.16% |
$659K - $791K
|
123K
$10.4M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-8.32K- 3.01% |
$578K - $693K
|
268K
$22.6M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.99K- 18.11% |
$555K - $667K
|
36.1K
$3.05M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.92K- 43.52% |
$411K - $494K
|
7.69K
$650K
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.63K- 21.51% |
$391K - $469K
|
20.5K
$1.74M
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.51K- 5.05% |
$383K - $460K
|
104K
$8.76M
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.48K- 31.48% |
$311K - $373K
|
9.74K
$823K
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.26K- 29.18% |
$226K - $272K
|
7.91K
$668K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 14.56% |
$196K - $236K
|
16.6K
$1.4M
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.68K- 9.69% |
$117K - $140K
|
15.7K
$1.32M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.6K- 26.29% |
$111K - $133K
|
4.48K
$379K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.57K- 1.85% |
$109K - $131K
|
83.1K
$7.03M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.44K- 12.54% |
$100K - $120K
|
10K
$849K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.37K- 21.14% |
$95.4K - $115K
|
5.12K
$433K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 6.21% |
$93.7K - $113K
|
20.4K
$1.72M
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.22K- 16.13% |
$84.8K - $102K
|
6.35K
$537K
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.21K- 14.5% |
$84K - $101K
|
7.13K
$603K
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.13K- 4.74% |
$78.4K - $94.1K
|
22.7K
$1.92M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 0.81% |
$76.5K - $91.9K
|
135K
$11.4M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.05K- 8.06% |
$72.7K - $87.2K
|
11.9K
$1.01M
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-979- 20.29% |
$68K - $81.6K
|
3.85K
$325K
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-914- 11.07% |
$63.5K - $76.2K
|
7.34K
$621K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-845- 11.56% |
$58.7K - $70.5K
|
6.47K
$547K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-823- 1.29% |
$57.2K - $68.6K
|
63.2K
$5.34M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-758- 10.11% |
$52.7K - $63.2K
|
6.74K
$570K
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-622- 4.61% |
$43.2K - $51.9K
|
12.9K
$1.09M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-618- 0.98% |
$42.9K - $51.5K
|
62.5K
$5.28M
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-515- 1.86% |
$35.8K - $43K
|
27.1K
$2.29M
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-490- 4.67% |
$34K - $40.9K
|
10K
$845K
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-481- 7.54% |
$33.4K - $40.1K
|
5.9K
$499K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-472- 3.63% |
$32.8K - $39.4K
|
12.5K
$1.06M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-380- 3.87% |
$26.4K - $31.7K
|
9.44K
$798K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-368- 12.48% |
$25.6K - $30.7K
|
2.58K
$218K
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-364- 2.24% |
$25.3K - $30.4K
|
15.9K
$1.34M
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-329- 9.03% |
$22.9K - $27.4K
|
3.32K
$280K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-328- 37.79% |
$22.8K - $27.4K
|
540
$45.6K
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-306- 3.78% |
$21.3K - $25.5K
|
7.79K
$658K
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-297- 4.49% |
$20.6K - $24.8K
|
6.32K
$535K
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-240- 4.74% |
$16.7K - $20K
|
4.82K
$408K
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-230- 3.35% |
$16K - $19.2K
|
6.64K
$561K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-230- 6.01% |
$16K - $19.2K
|
3.6K
$304K
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-219- 6.93% |
$15.2K - $18.3K
|
2.94K
$249K
|