Purchases and Sales Made in Q3 2025 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR CORE MODERATE ALLOC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-626- 0.64% |
$28.4K - $29.8K
|
96.6K
$4.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.05K- 18.59% |
$47.7K - $50K
|
4.6K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.15K- 6.35% |
$52.2K - $54.8K
|
17K
$805K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 4.12% |
$63.7K - $66.8K
|
32.6K
$1.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.46K- 37.31% |
$66.2K - $69.4K
|
2.45K
$116K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.79K- 18.4% |
$81.4K - $85.4K
|
7.96K
$378K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.22K- 2.99% |
$101K - $106K
|
72.1K
$3.42M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-3K- 22.54% |
$136K - $143K
|
10.3K
$490K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.97K- 24.67% |
$180K - $189K
|
12.1K
$576K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.51K- 26.63% |
$205K - $215K
|
12.4K
$590K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-6.35K- 41.02% |
$288K - $302K
|
9.13K
$434K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-27.9K- 88.56% |
$1.27M - $1.33M
|
3.6K
$171K
|