Latest Institutional Transactions on Ishares Tr Core Moderate Alloc (AOM)
This table provides information on the latest institutional transactions involving Ishares Tr Core Moderate Alloc (AOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.09% |
$332 - $368
|
8.77K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
15+ 0.07% |
$623 - $691
|
22K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-443- 7.56% |
$18.4K - $20.4K
|
5.41K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.19% |
$291 - $322
|
3.63K
$167K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
238+ 6.49% |
$9.89K - $11K
|
3.91K
$180K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.05KNew |
$85.1K - $94.2K
|
2.05K
$94.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
891+ 85.18% |
$37K - $41K
|
1.94K
$89.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.13KNew |
$47K - $52K
|
1.13K
$52K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
457+ 7.53% |
$19K - $21K
|
6.53K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 20.48% |
$981K - $1.09M
|
91.6K
$4.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-421- 8.79% |
$17.5K - $19.4K
|
4.37K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-337- 0.89% |
$14K - $15.5K
|
37.6K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68+ 1.21% |
$2.83K - $3.13K
|
5.67K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.77K+ 9.01% |
$73.5K - $81.4K
|
21.4K
$985K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29.1K- 23.04% |
$1.21M - $1.34M
|
97.2K
$4.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.71% |
$83.1 - $92.1
|
284
$13.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-750- 78.95% |
$31.2K - $34.5K
|
200
$9.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-97- 5.88% |
$4.03K - $4.47K
|
1.55K
$71.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
803+ 3.25% |
$33.4K - $37K
|
25.5K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30.3K+ 2551.73% |
$1.26M - $1.39M
|
31.5K
$1.45M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-175- 0.67% |
$7.27K - $8.06K
|
25.9K
$1.19M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
26+ 0.53% |
$1.08K - $1.2K
|
4.91K
$226K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
364+ 7.05% |
$15.1K - $16.8K
|
5.53K
$254K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 1.71% |
$1.04K - $1.15K
|
1.49K
$68.4K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
676+ 5.64% |
$29K - $30.2K
|
12.7K
$582K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
900New |
$38.6K - $40.2K
|
900
$41.4K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 0.34% |
$258 - $268
|
1.75K
$80.6K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2.58KNew |
$111K - $115K
|
2.58K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$172 - $179
|
4
$184
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 5.98% |
$482K - $501K
|
199K
$9.15M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-532K- 48.44% |
$22.8M - $23.8M
|
566K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
304+ 3.22% |
$13.1K - $13.6K
|
9.75K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-92- 0.57% |
$3.95K - $4.11K
|
16.1K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.4KNew |
$447K - $465K
|
10.4K
$478K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.88K+ 3.22% |
$80.5K - $83.9K
|
60.2K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5KNew |
$215K - $224K
|
5K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-41K- 57.57% |
$1.76M - $1.83M
|
30.2K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 2.41% |
$75.7K - $78.8K
|
75K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.14% |
$1.07K - $1.12K
|
17.8K
$818K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.38K- 11.1% |
$102K - $106K
|
19K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.61K- 33.62% |
$155K - $162K
|
7.14K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.22K- 25.28% |
$138K - $144K
|
9.51K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-93.9K- 81.52% |
$4.03M - $4.2M
|
21.3K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.87K+ 340.62% |
$80.3K - $83.6K
|
2.42K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102- 1.18% |
$4.38K - $4.56K
|
8.54K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.1K+ 7.51% |
$822K - $856K
|
274K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 15.43% |
$62.6K - $65.2K
|
7.99K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.93K+ 2.16% |
$255K - $265K
|
280K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.41K+ 98.51% |
$361K - $376K
|
16.9K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.24KNew |
$354K - $368K
|
8.24K
$379K
|
|