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 |
|---|---|---|---|---|---|---|---|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.07KNew |
$48.7K - $51K
|
1.07K
$51.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-301- 9.16% |
$13.7K - $14.3K
|
2.99K
$142K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-604- 8.21% |
$27.4K - $28.8K
|
6.75K
$322K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.83KNew |
$128K - $135K
|
2.83K
$135K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
50+ 0.57% |
$2.27K - $2.38K
|
8.85K
$422K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-439- 17.19% |
$19.9K - $20.9K
|
2.12K
$101K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.3K- 61.33% |
$694K - $728K
|
9.64K
$460K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5KNew |
$227K - $238K
|
5K
$239K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
37+ 0.48% |
$1.68K - $1.76K
|
7.77K
$371K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
613+ 0.62% |
$27.8K - $29.2K
|
98.7K
$4.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-517- 10.75% |
$23.5K - $24.6K
|
4.29K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-199- 0.95% |
$9.03K - $9.47K
|
20.7K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36.9K- 88.64% |
$1.68M - $1.76M
|
4.73K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.96K- 25.46% |
$134K - $141K
|
8.66K
$413K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.1K+ 16.56% |
$1.5M - $1.58M
|
233K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.9K- 10.51% |
$1.95M - $2.04M
|
365K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-652- 2.26% |
$29.6K - $31K
|
28.2K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 1.53% |
$53.8K - $56.4K
|
78.5K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145+ 0.05% |
$6.58K - $6.9K
|
282K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.02KNew |
$273K - $287K
|
6.02K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.03K- 4.88% |
$46.8K - $49.1K
|
20.1K
$958K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.4K- 9.24% |
$972K - $1.02M
|
210K
$10M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
784+ 13.21% |
$35.6K - $37.3K
|
6.72K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
129+ 36.34% |
$5.86K - $6.14K
|
484
$23.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.8% |
$136 - $143
|
376
$17.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
609+ 11.37% |
$27.6K - $29K
|
5.97K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-247- 2.58% |
$11.2K - $11.8K
|
9.34K
$445K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
375+ 1.89% |
$17K - $17.9K
|
20.3K
$966K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-6.24K- 10.66% |
$283K - $297K
|
52.3K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$90.8 - $95.2
|
7.94K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.49K- 12.89% |
$113K - $119K
|
16.8K
$803K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-517- 10.75% |
$23.5K - $24.6K
|
4.29K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.65K+ 13.81% |
$120K - $126K
|
21.8K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3K+ 3.88% |
$136K - $143K
|
80.2K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
216New |
$9.81K - $10.3K
|
216
$10.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.31K+ 655.0% |
$59.5K - $62.4K
|
1.51K
$72K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.45K+ 23.3% |
$65.6K - $68.8K
|
7.65K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.13K+ 43.6% |
$96.9K - $102K
|
7.03K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.54K- 20.24% |
$115K - $121K
|
10K
$477K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
335+ 1.65% |
$15.2K - $15.9K
|
20.7K
$985K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.6K+ 18.41% |
$1.39M - $1.45M
|
196K
$9.37M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
86+ 0.97% |
$3.9K - $4.09K
|
8.97K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-665- 6.68% |
$30.2K - $31.7K
|
9.29K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 16.87% |
$95.3K - $100K
|
14.5K
$694K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.92K- 26.93% |
$405K - $425K
|
24.2K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
4.99KNew |
$227K - $238K
|
4.99K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.19K+ 2.86% |
$327K - $342K
|
258K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.84% |
$590 - $619
|
1.57K
$74.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4- 7.02% |
$182 - $190
|
53
$2.53K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-4.85K- 12.89% |
$220K - $231K
|
32.8K
$1.56M
|
|