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 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.95K- 7.55% |
$123K - $132K
|
23.8K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-92- 23.17% |
$5.82K - $6.23K
|
305
$25.4K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-15.1K- 99.09% |
$951K - $1M
|
138
$11.5K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-684- 1.58% |
$43.1K - $45.5K
|
42.6K
$3.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-180- 5.33% |
$11.3K - $12K
|
3.2K
$266K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.88K- 19.21% |
$112K - $122K
|
7.9K
$659K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.01K- 2.47% |
$60.4K - $65.4K
|
39.8K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-350- 24.26% |
$21K - $22.7K
|
1.09K
$91.1K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-35- 3.16% |
$2.1K - $2.27K
|
1.07K
$89.4K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$299 - $324
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.98KClosed |
$219K - $249K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-594- 2.19% |
$32.7K - $37.2K
|
26.5K
$2.21M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.19K- 15.49% |
$177K - $206K
|
17.4K
$1.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.15K- 27.55% |
$119K - $139K
|
5.66K
$472K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-1.79K- 12.28% |
$99.2K - $115K
|
12.8K
$1.07M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-572Closed |
$31.7K - $36.9K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-153- 43.71% |
$8.48K - $9.87K
|
197
$16.4K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-174KClosed |
$10.2M - $12.1M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-173KClosed |
$10.2M - $12.1M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-108KClosed |
$6.34M - $7.51M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$640K - $758K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-7.2KClosed |
$423K - $501K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.54KClosed |
$266K - $315K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
SELL
|
- |
-3.7KClosed |
$217K - $257K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.38KClosed |
$198K - $235K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.17KClosed |
$186K - $220K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.13KClosed |
$183K - $217K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-3.11KClosed |
$183K - $216K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.1KClosed |
$182K - $215K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.9KClosed |
$170K - $202K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.43KClosed |
$84.1K - $99.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.17K- 12.31% |
$68.4K - $81.1K
|
8.31K
$692K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-891Closed |
$52.3K - $61.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-609Closed |
$35.7K - $42.3K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-453Closed |
$26.6K - $31.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-244- 58.1% |
$14.3K - $17K
|
176
$14.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-150Closed |
$8.8K - $10.4K
|
0
$0
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-75- 5.36% |
$4.4K - $5.21K
|
1.33K
$110K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24- 92.31% |
$1.41K - $1.67K
|
2
$167
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-121KClosed |
$7.85M - $8.83M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-12.7KClosed |
$827K - $931K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.07KClosed |
$395K - $444K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-4.01KClosed |
$260K - $293K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.06KClosed |
$199K - $224K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.77KClosed |
$180K - $203K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.04KClosed |
$132K - $149K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-553Closed |
$35.9K - $40.5K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-220- 61.97% |
$14.3K - $16.1K
|
135
$11.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-66Closed |
$4.29K - $4.83K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-32Closed |
$2.08K - $2.34K
|
0
$0
|
|