Purchases and Sales Made in Q2 2025 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR CORE AGGRESSIVE ALL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
476K+ 58402.82% |
$33.1M - $39.7M
|
477K
$39.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 221.4% |
$1.17M - $1.41M
|
24.5K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.28K+ 73.68% |
$575K - $691K
|
19.5K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.4KNew |
$236K - $283K
|
3.4K
$283K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2.76KNew |
$191K - $230K
|
2.76K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.69KNew |
$187K - $224K
|
2.69K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.47KNew |
$172K - $206K
|
2.47K
$206K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
756+ 10.6% |
$52.5K - $63.1K
|
7.89K
$657K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
621+ 2.59% |
$43.1K - $51.8K
|
24.6K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
590+ 80.71% |
$41K - $49.2K
|
1.32K
$110K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
325+ 1.35% |
$22.6K - $27.1K
|
24.3K
$2.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
281+ 84.89% |
$19.5K - $23.4K
|
612
$51K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
157+ 4.72% |
$10.9K - $13.1K
|
3.48K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 3.63% |
$4.31K - $5.17K
|
1.77K
$147K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
51+ 1.72% |
$3.54K - $4.25K
|
3.01K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$834 - $1K
|
12
$1K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.34% |
$278 - $334
|
1.18K
$98.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3- 0.09% |
$208 - $250
|
3.53K
$294K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-76- 6.16% |
$5.28K - $6.34K
|
1.16K
$96.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-368- 12.48% |
$25.6K - $30.7K
|
2.58K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 0.81% |
$76.5K - $91.9K
|
135K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 6.21% |
$93.7K - $113K
|
20.4K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.44K- 12.54% |
$100K - $120K
|
10K
$837K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.92K- 43.52% |
$411K - $494K
|
7.69K
$641K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 25.4% |
$1.07M - $1.28M
|
45.2K
$3.77M
|