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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 25.4% |
$1.07M - $1.28M
|
45.2K
$3.77M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.92K- 43.52% |
$411K - $494K
|
7.69K
$641K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.44K- 12.54% |
$100K - $120K
|
10K
$837K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 6.21% |
$93.7K - $113K
|
20.4K
$1.7M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 0.81% |
$76.5K - $91.9K
|
135K
$11.2M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-368- 12.48% |
$25.6K - $30.7K
|
2.58K
$215K
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-186- 6.04% |
$12.9K - $15.5K
|
2.9K
$241K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-76- 6.16% |
$5.28K - $6.34K
|
1.16K
$96.5K
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-33- 0.14% |
$2.29K - $2.75K
|
22.9K
$1.91M
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3- 0.09% |
$208 - $250
|
3.53K
$294K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-486K- 75.89% |
$36.8M - $38.9M
|
155K
$12.9M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-278K- 90.85% |
$21.1M - $22.3M
|
28K
$2.34M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-225K- 83.59% |
$17M - $18M
|
44.1K
$3.68M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.6K- 22.67% |
$4.51M - $4.77M
|
203K
$16.9M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45.9K- 35.93% |
$3.48M - $3.67M
|
81.9K
$6.82M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-37.4K- 98.69% |
$2.83M - $2.99M
|
495
$41.3K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.4K- 89.98% |
$2.68M - $2.83M
|
3.94K
$328K
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-31.5K- 48.29% |
$2.39M - $2.52M
|
33.8K
$2.82M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.47K- 83.78% |
$565K - $598K
|
1.45K
$121K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.96K- 3.76% |
$527K - $557K
|
178K
$14.9M
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.11K- 6.73% |
$462K - $489K
|
84.7K
$7.06M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.53K- 7.22% |
$418K - $442K
|
71K
$5.92M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4.36K- 60.14% |
$330K - $349K
|
2.89K
$241K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.08K- 98.69% |
$309K - $326K
|
54
$4.5K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.92K- 37.25% |
$297K - $314K
|
6.6K
$550K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.7K- 54.41% |
$280K - $296K
|
3.1K
$258K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.74K- 20.72% |
$207K - $219K
|
10.5K
$874K
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.47K- 12.45% |
$187K - $197K
|
17.3K
$1.45M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.46K- 15.4% |
$186K - $197K
|
13.5K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.42K- 10.71% |
$183K - $193K
|
20.1K
$1.68M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.97K- 13.15% |
$149K - $157K
|
13K
$1.08M
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.92K- 14.7% |
$146K - $154K
|
11.2K
$930K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.91K- 16.31% |
$145K - $153K
|
9.82K
$818K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-1.81K- 4.25% |
$137K - $144K
|
40.7K
$3.39M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.62K- 17.62% |
$123K - $130K
|
7.57K
$631K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.6K- 6.52% |
$121K - $128K
|
22.9K
$1.91M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.58K- 17.75% |
$119K - $126K
|
7.31K
$609K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.51K- 31.45% |
$114K - $121K
|
3.3K
$275K
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.35K- 7.81% |
$102K - $108K
|
15.9K
$1.33M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 30.06% |
$96.7K - $102K
|
2.97K
$248K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.19K- 33.99% |
$90.1K - $95.2K
|
2.31K
$193K
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 25.42% |
$90K - $95.1K
|
3.49K
$291K
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 8.92% |
$88.3K - $93.3K
|
11.9K
$992K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.16K- 2.63% |
$87.4K - $92.4K
|
42.7K
$3.56M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 27.49% |
$79.1K - $83.6K
|
2.76K
$230K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1K- 20.33% |
$75.7K - $80K
|
3.92K
$327K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-955- 3.68% |
$72.3K - $76.4K
|
25K
$2.08M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-955- 48.4% |
$72.3K - $76.4K
|
1.02K
$84.8K
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-899- 21.43% |
$68.1K - $71.9K
|
3.3K
$275K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-868- 8.72% |
$65.7K - $69.4K
|
9.08K
$757K
|