Free Trial
→ Warren Buffett Issues Cryptic Warning on U.S. Dollar (From Banyan Hill Publishing) (Ad)tc pixel Free AOA Stock Alerts

iShares Core 80/20 Aggressive Allocation ETF (AOA) Institutional Ownership

iShares Core 80/20 Aggressive Allocation ETF logo
$87.25 -0.06 (-0.07%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$87.27 +0.02 (+0.03%)
As of 09/12/2025 06:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$60.73M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$5.29M
Get AOA Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core 80/20 Aggressive Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AOA Institutional Buying and Selling by Quarter

iShares Core 80/20 Aggressive Allocation ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Captrust Financial Advisors24,693$2.06M0.0%-0.5%0.085%
8/15/2025 Ameriprise Financial Inc.27,467$2.29M0.0%+14.1%0.094%
8/14/2025 Gould Capital LLC4,821$402K0.3%-4.7%0.017%
8/13/2025 Wealthquest Corp8,710$726K0.1%-2.2%0.030%
8/12/2025 Weitzel Financial Services Inc.6,620$559K0.2%+28.7%0.023%
8/12/2025 Waterloo Capital L.P.21,274$1.77M0.1%+30.4%0.073%
8/12/2025 JPMorgan Chase & Co.47,011$3.92M0.0%+17.3%0.161%
8/8/2025 IMA Advisory Services Inc.11,001$887K0.1%+17.9%0.038%
8/7/2025 Cahill Financial Advisors Inc.4,269$356K0.0%+9.0%0.015%
8/6/2025 Nvwm LLC3,959$330K0.1%+20.1%0.014%
8/6/2025 Columbia River Financial Group LLC3,160$264K0.2%+5.3%0.011%
8/5/2025 GPS Wealth Strategies Group LLC658$55K0.0%N/A0.002%
8/4/2025 L.M. Kohn & Company3,256$272K0.1%+7.3%0.011%
7/30/2025 Arbor Investment Advisors LLC4,204$351K0.0%+20.5%0.014%
7/23/2025 Venturi Wealth Management LLC22,181$1.85M0.1%+1.8%0.075%
7/22/2025 Duncan Williams Asset Management LLC9,297$775K0.1%N/A0.032%
7/22/2025 Kickstand Ventures LLC.9,297$775K0.2%N/A0.032%
7/17/2025 Janney Montgomery Scott LLC6,166$514K0.0%+56.5%0.021%
7/14/2025 AdvisorNet Financial Inc9,323$778K0.1%+5.7%0.032%
7/11/2025 Farther Finance Advisors LLC24,510$2.04M0.0%+221.4%0.083%
7/11/2025 CX Institutional476,798$39.77M1.4%+58,402.8%1.622%
7/9/2025 Lbmc Investment Advisors LLC134,824$11.24M0.8%-0.8%0.461%
7/8/2025 Strategic Advocates LLC24,582$2.05M0.6%+2.6%0.084%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,321$110K0.0%+80.7%0.005%
5/16/2025HFM Investment Advisors LLC24,552$1.88M0.5%N/A0.085%
5/16/2025Jones Financial Companies Lllp8,915$682K0.0%+765.5%0.031%
5/16/2025NewEdge Advisors LLC34,106$2.61M0.0%-0.7%0.118%
5/16/2025Integrated Wealth Concepts LLC9,083$695K0.0%-8.7%0.031%
5/15/2025Weitzel Financial Services Inc.5,143$383K0.2%+36.0%0.018%
5/15/2025OLD Mission Capital LLC17,244$1.32M0.0%N/A0.060%
5/13/2025EverSource Wealth Advisors LLC9,659$739K0.0%N/A0.034%
5/8/2025Strategic Advocates LLC23,961$1.83M0.6%-0.6%0.084%
5/7/2025BlueStem Wealth Partners LLC13,599$1.04M0.1%-2.2%0.048%
5/7/2025Nvwm LLC3,297$252K0.1%+4.3%0.012%
4/30/2025Cornerstone Planning Group LLC14,963$1.12M0.3%+6.2%0.053%
4/29/2025Strategic Blueprint LLC2,973$227K0.0%-30.1%0.010%
4/25/2025Arbor Investment Advisors LLC3,488$267K0.0%-25.4%0.012%
4/24/2025Mascoma Wealth Management LLC2,311$177K0.0%-34.0%0.008%
4/22/2025Altrius Capital Management Inc3,581$274K0.1%+10.6%0.013%
4/22/2025RFP Financial Group LLC6,055$463K0.2%+13.2%0.021%
4/21/2025L.M. Kohn & Company3,035$232K0.1%N/A0.011%
4/17/2025Janney Montgomery Scott LLC3,940$301K0.0%-90.0%0.014%
4/15/2025CX Institutional815$62K0.0%-86.9%0.003%
4/14/2025Farther Finance Advisors LLC7,626$585K0.0%+28.3%0.027%
4/9/2025Lbmc Investment Advisors LLC135,926$10.40M0.8%-1.3%0.486%
4/9/2025Harbor Investment Advisory LLC1,234$94K0.0%+41.7%0.004%
4/9/2025NBC Securities Inc.331$25K0.0%N/A0.001%
4/7/2025GAMMA Investing LLC37,867$2.90M0.0%+7,549.9%0.135%
2/19/2025Columbia River Financial Group LLC2,984$228K0.2%N/A0.012%
2/18/2025Continuum Advisory LLC450$34K0.0%-29.7%0.002%
2/17/2025Weitzel Financial Services Inc.3,783$291K0.1%+10.1%0.015%
2/17/2025Sentinus LLC8,503$651K0.2%N/A0.033%
2/17/2025Cahill Financial Advisors Inc.4,918$377K0.1%-3.6%0.019%
2/17/2025Captrust Financial Advisors24,811$1.90M0.0%-5.0%0.097%
2/17/2025Ameriprise Financial Inc.23,970$1.84M0.0%-11.3%0.093%
2/14/2025Integrated Wealth Concepts LLC9,951$762K0.0%+84.8%0.039%
2/13/2025United Capital Financial Advisors LLC12,957$993K0.0%+8.9%0.051%
2/13/2025Waterloo Capital L.P.10,537$807K0.1%-29.6%0.041%
2/12/2025Motley Fool Wealth Management LLC15,830$1.21M0.1%N/A0.062%
2/10/2025Mascoma Wealth Management LLC3,501$268K0.1%-4.2%0.014%
2/10/2025Farther Finance Advisors LLC5,944$455K0.0%+702.2%0.023%
2/6/2025Jones Financial Companies Lllp1,030$79K0.0%+17.8%0.004%
2/5/2025BlueStem Wealth Partners LLC13,908$1.07M0.1%N/A0.054%
2/5/2025Noble Wealth Management PBC490$38K0.0%N/A0.002%
2/4/2025Arbor Investment Advisors LLC4,677$358K0.1%-7.9%0.018%
1/28/2025RFP Financial Group LLC5,349$410K0.2%-6.4%0.021%
1/27/2025Nvwm LLC3,160$242K0.1%+7.7%0.012%
1/24/2025Lazari Capital Management Inc.2,846$218K0.1%-6.9%0.011%
1/23/2025Strategic Advocates LLC24,114$1.85M0.6%-5.3%0.094%
1/23/2025Strategic Blueprint LLC4,251$326K0.0%+26.9%0.017%
1/21/2025Archford Capital Strategies LLC28,788$2.21M0.3%-2.5%0.112%
1/17/2025Janney Montgomery Scott LLC39,315$3.01M0.0%+962.3%0.153%
1/17/2025Janney Capital Management LLC3,562$273K0.0%N/A0.014%
1/16/2025Lbmc Investment Advisors LLC137,655$10.55M0.8%-1.1%0.537%
1/13/2025AdvisorNet Financial Inc8,719$668K0.1%-22.3%0.034%
12/26/2024JPMorgan Chase & Co.40,490$3.20M0.0%+5.1%0.158%
11/21/2024Wealthquest Corp9,017$708K0.1%-2.0%0.035%
11/15/2024Continuum Advisory LLC640$50K0.0%+42.2%0.002%
11/14/2024Captrust Financial Advisors26,124$2.06M0.0%-0.5%0.102%
11/8/2024Avior Wealth Management LLC10,084$796K0.0%-6.8%0.039%
11/6/2024Altrius Capital Management Inc3,231$255K0.1%-5.4%0.013%
11/6/2024Cornerstone Planning Group LLC14,061$1.10M0.2%-6.7%0.055%
10/29/2024Nvwm LLC2,933$231K0.1%+6.7%0.011%
10/25/2024Strategic Blueprint LLC3,349$264K0.0%N/A0.013%
10/24/2024Arbor Investment Advisors LLC5,080$401K0.1%+13.4%0.020%
10/22/2024Eastern Bank430$34K0.0%N/A0.002%
10/21/2024RFP Financial Group LLC5,716$451K0.1%+9.7%0.022%
10/21/2024Whittier Trust Co. of Nevada Inc.361$28K0.0%N/A0.001%
10/17/2024Strategic Advocates LLC25,475$2.01M0.7%+6.5%0.099%
10/8/2024Lbmc Investment Advisors LLC139,246$10.99M0.9%-0.5%0.543%
8/26/2024Wealthquest Corp9,198$688K0.1%-1.8%0.036%
8/12/2024Waterloo Capital L.P.9,954$744K0.1%-90.6%0.039%
8/9/2024One Capital Management LLC17,823$1.33M0.0%-6.3%0.069%
8/6/2024Weitzel Financial Services Inc.3,374$252K0.1%+17.8%0.013%
7/31/2024IFG Advisory LLC6,298$471K0.0%N/A0.025%
7/26/2024Cambridge Investment Research Advisors Inc.199,407$14.91M0.1%-2.3%0.777%
7/25/2024RFP Financial Group LLC5,210$390K0.1%+18.0%0.020%
7/17/2024Archford Capital Strategies LLC30,389$2.27M0.4%+3.6%0.118%
7/17/2024AdvisorNet Financial Inc11,551$864K0.1%+2.0%0.045%
7/11/2024Strategic Advocates LLC23,919$1.79M0.7%-3.7%0.093%
(Data available from 1/1/2016 forward)

AOA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOA shares?

During the previous two years, 59 institutional investors and hedge funds held shares of iShares Core 80/20 Aggressive Allocation ETF. The most heavily invested institutionals were CX Institutional ($39.77M), Cambridge Investment Research Advisors Inc. ($14.91M), Lbmc Investment Advisors LLC ($11.24M), JPMorgan Chase & Co. ($3.92M), GAMMA Investing LLC ($2.90M), NewEdge Advisors LLC ($2.61M), and Ameriprise Financial Inc. ($2.29M).Learn more on iShares Core 80/20 Aggressive Allocation ETF's institutional investors.

Which institutional investors have been buying iShares Core 80/20 Aggressive Allocation ETF's stock?

Of the 50 institutional investors that purchased iShares Core 80/20 Aggressive Allocation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CX Institutional ($475.98K), Janney Montgomery Scott LLC ($50.26K), GAMMA Investing LLC ($37.87K), HFM Investment Advisors LLC ($24.55K), Farther Finance Advisors LLC ($23.77K), Plan Group Financial LLC ($18.57K), and OLD Mission Capital LLC ($17.24K).

How much institutional buying is happening at iShares Core 80/20 Aggressive Allocation ETF?

Institutional investors have bought a total of 745,032 shares in the last 24 months. This purchase volume represents approximately $60.73M in transactions.

Which of iShares Core 80/20 Aggressive Allocation ETF's major shareholders have been selling company stock?

Of the 24 institutional investors that sold iShares Core 80/20 Aggressive Allocation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($35.38K), CX Institutional ($5.42K), Lbmc Investment Advisors LLC ($5.13K), Waterloo Capital L.P. ($4.43K), Ameriprise Financial Inc. ($3.04K), AdvisorNet Financial Inc ($2.50K), and Arbor Investment Advisors LLC ($1.59K).

How much institutional selling is happening at iShares Core 80/20 Aggressive Allocation ETF?

Institutional investors have sold a total of 68,868 shares in the last 24 months. This volume of shares sold represents approximately $5.29M in transactions.


Related Companies

This page (NYSEARCA:AOA) was last updated on 9/13/2025 by MarketBeat.com Staff
From Our Partners
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel