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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-815- 5.04% |
$58.8K - $64.4K
|
15.4K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-756- 1.18% |
$54.5K - $59.8K
|
63.3K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-755- 13.95% |
$54.4K - $59.7K
|
4.66K
$361K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-745- 11.99% |
$53.7K - $58.9K
|
5.47K
$425K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-739- 16.43% |
$53.3K - $58.4K
|
3.76K
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-700- 7.87% |
$50.5K - $55.3K
|
8.19K
$636K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-589- 6.58% |
$42.5K - $46.6K
|
8.37K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-587- 40.76% |
$42.3K - $46.4K
|
853
$66.2K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-540- 3.03% |
$38.9K - $42.7K
|
17.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-437- 2.06% |
$31.5K - $34.5K
|
20.7K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-431- 32.48% |
$31.1K - $34.1K
|
896
$69.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-421- 10.15% |
$30.4K - $33.3K
|
3.73K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-388- 1.68% |
$28K - $30.7K
|
22.7K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-351- 3.68% |
$25.3K - $27.7K
|
9.18K
$713K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-325- 11.05% |
$23.4K - $25.7K
|
2.62K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-298- 7.59% |
$21.5K - $23.6K
|
3.63K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-257- 6.82% |
$18.5K - $20.3K
|
3.51K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-249- 4.05% |
$18K - $19.7K
|
5.9K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-236- 0.88% |
$17K - $18.7K
|
26.6K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-231- 9.25% |
$16.7K - $18.3K
|
2.27K
$176K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-221- 3.04% |
$15.9K - $17.5K
|
7.04K
$547K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-201- 2.72% |
$14.5K - $15.9K
|
7.19K
$558K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-183- 5.36% |
$13.2K - $14.5K
|
3.23K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-150- 0.99% |
$10.8K - $11.9K
|
15.1K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-147- 2.72% |
$10.6K - $11.6K
|
5.26K
$409K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-146- 0.53% |
$10.5K - $11.5K
|
27.3K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-143- 0.54% |
$10.3K - $11.3K
|
26.1K
$2.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-142- 1.14% |
$10.2K - $11.2K
|
12.3K
$956K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-141- 3.8% |
$10.2K - $11.1K
|
3.57K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-129- 0.35% |
$9.3K - $10.2K
|
36.9K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-119- 5.3% |
$8.58K - $9.41K
|
2.13K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-93- 0.91% |
$6.71K - $7.35K
|
10.1K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-82- 0.68% |
$5.91K - $6.48K
|
11.9K
$924K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-81- 0.6% |
$5.84K - $6.4K
|
13.5K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-79- 45.66% |
$5.7K - $6.24K
|
94
$7.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-56- 2.76% |
$4.04K - $4.43K
|
1.97K
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-54- 5.98% |
$3.89K - $4.27K
|
849
$65.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-48- 0.2% |
$3.46K - $3.79K
|
23.7K
$1.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-46- 0.93% |
$3.32K - $3.64K
|
4.92K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-38- 0.59% |
$2.74K - $3K
|
6.46K
$501K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-27- 0.91% |
$1.95K - $2.13K
|
2.95K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.6% |
$1.87K - $2.06K
|
4.33K
$336K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-25- 0.49% |
$1.8K - $1.98K
|
5.08K
$394K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-12- 0.17% |
$865 - $949
|
7.12K
$553K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.08% |
$144 - $158
|
2.5K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.33% |
$72.1 - $79.1
|
303
$23.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 8.33% |
$72.1 - $79.1
|
11
$854
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.3K- 50.64% |
$4.36M - $4.67M
|
60.7K
$4.71M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.29K- 92.48% |
$90.5K - $97K
|
105
$8.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-409- 3.88% |
$28.6K - $30.7K
|
10.1K
$786K
|
|