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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-56- 1.61% |
$4.24K - $4.48K
|
3.41K
$284K
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-56- 0.78% |
$4.24K - $4.48K
|
7.17K
$597K
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-50- 1.08% |
$3.79K - $4K
|
4.6K
$383K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-47- 5.35% |
$3.56K - $3.76K
|
832
$69.3K
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-43- 0.19% |
$3.26K - $3.44K
|
22.7K
$1.89M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-35- 0.37% |
$2.65K - $2.8K
|
9.33K
$778K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-35- 7.04% |
$2.65K - $2.8K
|
462
$38.5K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-28- 0.07% |
$2.12K - $2.24K
|
40.8K
$3.4M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.92% |
$1.89K - $2K
|
2.7K
$225K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-24- 11.27% |
$1.82K - $1.92K
|
189
$15.8K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-18- 0.63% |
$1.36K - $1.44K
|
2.83K
$236K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 3.21% |
$1.29K - $1.36K
|
512
$42.7K
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 0.54% |
$1.29K - $1.36K
|
3.16K
$263K
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-9- 0.22% |
$681 - $720
|
4.08K
$340K
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7- 0.1% |
$530 - $560
|
6.9K
$575K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.21% |
$151 - $160
|
955
$79.6K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.7K- 51.47% |
$2.5M - $2.61M
|
30.8K
$2.57M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.26K- 63.26% |
$632K - $659K
|
4.79K
$400K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.29K- 99.19% |
$252K - $263K
|
27
$2.25K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.7K- 38.32% |
$130K - $136K
|
2.74K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-944- 25.32% |
$72.3K - $75.4K
|
2.78K
$232K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-731- 45.38% |
$56K - $58.4K
|
880
$73.3K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-725- 25.25% |
$55.5K - $57.9K
|
2.15K
$179K
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-697- 11.53% |
$53.4K - $55.7K
|
5.35K
$446K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-509- 5.6% |
$39K - $40.7K
|
8.59K
$716K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-210- 6.87% |
$16.1K - $16.8K
|
2.85K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-190- 29.69% |
$14.6K - $15.2K
|
450
$37.5K
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-92- 1.96% |
$7.05K - $7.35K
|
4.59K
$383K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-76- 8.95% |
$5.82K - $6.07K
|
773
$64.4K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-52- 2.08% |
$3.98K - $4.15K
|
2.44K
$204K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27- 0.67% |
$2.07K - $2.16K
|
4.01K
$335K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.5K- 58.86% |
$1.12M - $1.22M
|
10.8K
$901K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-815- 5.04% |
$58.8K - $64.4K
|
15.4K
$1.28M
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-325- 11.05% |
$23.4K - $25.7K
|
2.62K
$218K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-147- 2.72% |
$10.6K - $11.6K
|
5.26K
$439K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 8.33% |
$72.1 - $79.1
|
11
$917
|
|
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
$5.06M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-90- 25.07% |
$6.3K - $6.76K
|
269
$22.4K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 48.39% |
$2.1K - $2.25K
|
32
$2.67K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$70 - $75.1
|
3
$250
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-35.4K- 77.06% |
$2.4M - $2.6M
|
10.5K
$879K
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.16K- 36.5% |
$146K - $159K
|
3.76K
$313K
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.86K- 35.93% |
$126K - $137K
|
3.32K
$277K
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.86K- 17.52% |
$126K - $137K
|
8.75K
$730K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-173- 66.28% |
$11.7K - $12.7K
|
88
$7.33K
|
|
Q4 2023 | |||||||
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 15.56% |
$91.3K - $104K
|
8.13K
$677K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.27K- 2.79% |
$77.2K - $87.8K
|
44.2K
$3.68M
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.11K- 26.94% |
$67.7K - $76.9K
|
3.01K
$251K
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.02K- 22.02% |
$61.9K - $70.3K
|
3.59K
$300K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-955- 6.81% |
$58.2K - $66.2K
|
13.1K
$1.09M
|