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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
64+ 1.1% |
$2.75K - $2.86K
|
5.86K
$257K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
950New |
$40.8K - $42.5K
|
950
$41.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-131- 8.22% |
$5.62K - $5.86K
|
1.46K
$64.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.1K+ 70.15% |
$606K - $631K
|
34.2K
$1.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
282New |
$12.1K - $12.6K
|
282
$12.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-49- 0.31% |
$2.1K - $2.19K
|
15.8K
$692K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.08K+ 2.1% |
$46.1K - $48.1K
|
52.2K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.85K- 23.39% |
$79.6K - $82.9K
|
6.07K
$266K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-497- 8.78% |
$21.3K - $22.2K
|
5.17K
$226K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
385+ 11.72% |
$16.5K - $17.2K
|
3.67K
$161K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 8.91% |
$70.6K - $73.5K
|
20.1K
$881K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$43.4 - $45.1
|
1
$43.8
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.1K+ 30.42% |
$1.22M - $1.27M
|
120K
$5.28M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-761- 6.02% |
$33.1K - $34.3K
|
11.9K
$520K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
861New |
$37.4K - $38.8K
|
861
$37.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.9KNew |
$476K - $493K
|
10.9K
$480K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-232- 11.71% |
$10.1K - $10.5K
|
1.75K
$76.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.39KNew |
$60.4K - $62.6K
|
1.39K
$60.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4- 0.07% |
$174 - $180
|
5.69K
$249K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
300+ 21.9% |
$13K - $13.5K
|
1.67K
$73.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
27+ 1.78% |
$1.17K - $1.22K
|
1.55K
$67.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
104+ 4.24% |
$4.52K - $4.69K
|
2.55K
$112K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
166KNew |
$7.21M - $7.47M
|
166K
$7.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.1K- 12.49% |
$47.9K - $49.7K
|
7.73K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
297+ 117.86% |
$12.9K - $13.4K
|
549
$24.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
661+ 1.11% |
$28.7K - $29.8K
|
60K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
954+ 9.74% |
$41.4K - $43K
|
10.7K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
725New |
$31.5K - $32.7K
|
725
$31.8K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.03KNew |
$305K - $316K
|
7.03K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-565- 8.41% |
$24.5K - $25.5K
|
6.16K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
23+ 0.23% |
$999 - $1.04K
|
10.1K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-494- 2.43% |
$21.5K - $22.3K
|
19.9K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16.2KNew |
$704K - $730K
|
16.2K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.16K+ 1.54% |
$181K - $187K
|
274K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1K+ 0.54% |
$43.4K - $45.1K
|
188K
$8.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 4.63% |
$141K - $146K
|
73.3K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.2K- 70.08% |
$1.1M - $1.14M
|
10.8K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.48K- 42.88% |
$282K - $292K
|
8.64K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.98K- 3.2% |
$216K - $224K
|
150K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
651+ 20.97% |
$28.3K - $29.3K
|
3.76K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 1.88% |
$304 - $315
|
379
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.7K+ 9.53% |
$1.2M - $1.25M
|
318K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.28K- 32.18% |
$99.1K - $103K
|
4.81K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.65K- 60.08% |
$115K - $119K
|
1.76K
$77.1K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-176- 2.0% |
$7.65K - $7.93K
|
8.64K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
455+ 7.96% |
$19.8K - $20.5K
|
6.17K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.64K+ 241.61% |
$158K - $164K
|
5.15K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-552- 82.51% |
$24K - $24.9K
|
117
$5.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
744K+ 209.64% |
$32.3M - $33.5M
|
1.1M
$48.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-9.48K- 11.76% |
$412K - $427K
|
71.1K
$3.12M
|
|