Latest Institutional Sells of Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

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 22, 2022 Q2 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-3.38K
Closed
$198K - $235K
0 $0
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

SELL
 -
-3.38K
Closed
$198K - $235K
0 $0
Jul 19, 2022 Q2 2022
Spinnaker Investment Group, LLC

SELL
 -
-3.17K
Closed
$186K - $220K
0 $0
Aug 08, 2022 Q2 2022
Thrive Capital Management, LLC

Fort Washington, PA
SELL
 -
-3.13K
Closed
$183K - $217K
0 $0
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

SELL
 -
-3.11K
Closed
$183K - $216K
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-3.1K
Closed
$182K - $215K
0 $0
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-2.9K
Closed
$170K - $202K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-1.43K
Closed
$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 $645K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-891
Closed
$52.3K - $61.9K
0 $0
Jul 26, 2022 Q2 2022
Carroll Investors, Inc

SELL
 -
-453
Closed
$26.6K - $31.5K
0 $0
Aug 05, 2022 Q2 2022
Oakworth Capital, Inc.

SELL
 -
-244
- 58.1%
$14.3K - $17K
176 $13.7K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-150
Closed
$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 $103K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-24
- 92.31%
$1.41K - $1.67K
2 $155
Q1 2022
Apr 25, 2022 Q1 2022
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-121K
Closed
$7.85M - $8.83M
0 $0
May 16, 2022 Q1 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-12.7K
Closed
$827K - $931K
0 $0
Apr 20, 2022 Q1 2022
Wolf Group Capital Advisors

SELL
 -
-6.07K
Closed
$395K - $444K
0 $0
May 13, 2022 Q1 2022
Aspire Capital Advisors LLC

Seattle, WA
SELL
 -
-4.01K
Closed
$260K - $293K
0 $0
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

SELL
 -
-3.06K
Closed
$199K - $224K
0 $0
May 06, 2022 Q1 2022
Koss Olinger Consulting, LLC

SELL
 -
-2.77K
Closed
$180K - $203K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-2.04K
Closed
$132K - $149K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-553
Closed
$35.9K - $40.5K
0 $0
May 17, 2022 Q1 2022
Lake Point Wealth Management

SELL
 -
-220
- 61.97%
$14.3K - $16.1K
135 $10.5K
Apr 29, 2022 Q1 2022
Atwood & Palmer Inc

SELL
 -
-66
Closed
$4.29K - $4.83K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-32
Closed
$2.08K - $2.34K
0 $0
Apr 08, 2022 Q1 2022
Mc Naughton Wealth Management, LLC

SELL
 -
-17
- 0.49%
$1.11K - $1.24K
3.49K $271K
May 03, 2022 Q1 2022
Sterling Investment Advisors, Ltd.

SELL
 -
-10
- 1.27%
$650 - $732
775 $60.2K
Q4 2021
Feb 04, 2022 Q4 2021
Clarity Financial LLC

SELL
 -
-25.8K
Closed
$1.79M - $1.9M
0 $0
Feb 11, 2022 Q4 2021
Cooper Financial Group

SELL
 -
-13.3K
Closed
$924K - $978K
0 $0
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-3.65K
Closed
$254K - $269K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-89
Closed
$6.18K - $6.55K
0 $0
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-52
Closed
$3.61K - $3.83K
0 $0
Q3 2021
Mar 11, 2024 Q3 2021
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-9.8K
Closed
$679K - $713K
0 $0
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-4.77K
Closed
$331K - $347K
0 $0
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-600
Closed
$41.6K - $43.7K
0 $0
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-164
Closed
$11.4K - $11.9K
0 $0
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-43
Closed
$2.98K - $3.13K
0 $0
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-28
Closed
$1.94K - $2.04K
0 $0
Oct 19, 2021 Q3 2021
Ellevest, Inc.

SELL
 -
-1
Closed
$69.3 - $72.8
0 $0
Q2 2021
Jul 14, 2021 Q2 2021
Arq Wealth Advisors, LLC

SELL
 -
-27.1K
Closed
$1.83M - $1.92M
0 $0
Aug 19, 2021 Q2 2021
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-5.83K
Closed
$393K - $413K
0 $0
Aug 16, 2021 Q2 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-4.02K
Closed
$271K - $285K
0 $0
Jul 14, 2021 Q2 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-2.9K
Closed
$196K - $206K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.85K
Closed
$125K - $131K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-731
Closed
$49.4K - $51.8K
0 $0
Aug 02, 2021 Q2 2021
Trustcore Financial Services, LLC

SELL
 -
-587
Closed
$39.6K - $41.6K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-119
Closed
$8.03K - $8.44K
0 $0
Aug 04, 2021 Q2 2021
Annapolis Financial Services, LLC

SELL
 -
-9
Closed
$608 - $638
0 $0

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