Purchases and Sales Made in Q3 2025 in Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
14K+ 57.73% |
$1.16M - $1.24M
|
38.4K
$3.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.4KNew |
$1.11M - $1.18M
|
13.4K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
8.72K+ 6.37% |
$722K - $769K
|
146K
$12.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.57K+ 207.69% |
$626K - $667K
|
11.2K
$970K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
6.25KNew |
$517K - $551K
|
6.25K
$540K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.86K+ 23.87% |
$402K - $429K
|
25.2K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 11.54% |
$234K - $249K
|
27.3K
$2.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 20.84% |
$123K - $131K
|
8.64K
$748K
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.49K+ 3.31% |
$123K - $131K
|
46.4K
$4.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.36K+ 20.51% |
$112K - $120K
|
7.98K
$690K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.26K+ 6.45% |
$104K - $111K
|
20.8K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.16K+ 10.59% |
$95.8K - $102K
|
12.1K
$1.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
776+ 9.84% |
$64.2K - $68.4K
|
8.66K
$749K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
383+ 14.26% |
$31.7K - $33.8K
|
3.07K
$265K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
105+ 3.49% |
$8.68K - $9.25K
|
3.11K
$269K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
67+ 43.79% |
$5.54K - $5.91K
|
220
$19K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
52+ 0.59% |
$4.3K - $4.58K
|
8.85K
$766K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
42+ 1.21% |
$3.47K - $3.7K
|
3.53K
$305K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39New |
$3.23K - $3.44K
|
39
$3.37K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.76% |
$744 - $793
|
1.19K
$103K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.66% |
$165 - $176
|
304
$26.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.76% |
$82.7 - $88.1
|
133
$11.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 0.03% |
$496 - $529
|
19.6K
$1.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-79- 1.11% |
$6.53K - $6.96K
|
7.05K
$610K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-148- 0.77% |
$12.2K - $13K
|
19.1K
$1.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-163- 5.92% |
$13.5K - $14.4K
|
2.59K
$224K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-242- 7.73% |
$20K - $21.3K
|
2.89K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-286- 0.99% |
$23.7K - $25.2K
|
28.7K
$2.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-562- 6.03% |
$46.5K - $49.5K
|
8.76K
$758K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.21% |
$111K - $119K
|
59.6K
$5.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 5.97% |
$134K - $143K
|
25.5K
$2.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.22K- 2.39% |
$266K - $284K
|
132K
$11.4M
|