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 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5K- 12.98% |
$213K - $226K
|
33.5K
$1.46M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$457K - $484K
|
10.7K
$467K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
78+ 1.8% |
$3.33K - $3.52K
|
4.41K
$192K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
395+ 19.22% |
$16.9K - $17.8K
|
2.45K
$107K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
389+ 2.07% |
$16.6K - $17.6K
|
19.2K
$834K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-756- 33.25% |
$32.3K - $34.2K
|
1.52K
$66.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-20- 1.44% |
$853 - $904
|
1.37K
$59.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-394- 2.16% |
$16.8K - $17.8K
|
17.8K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
354+ 36.12% |
$15.1K - $16K
|
1.33K
$58.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 25.55% |
$104K - $110K
|
12K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
193+ 2.01% |
$8.23K - $8.72K
|
9.8K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 14.62% |
$148K - $157K
|
20.2K
$881K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-761- 3.21% |
$32.5K - $34.4K
|
23K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.38K+ 0.88% |
$59K - $62.4K
|
158K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8KNew |
$460K - $488K
|
10.8K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-13.3K- 31.35% |
$565K - $599K
|
29K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.02K+ 66.13% |
$257K - $272K
|
15.1K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.1K+ 4.53% |
$430K - $455K
|
232K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13K- 18.01% |
$556K - $589K
|
59.3K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
90+ 0.13% |
$3.84K - $4.07K
|
70K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-83- 24.78% |
$3.54K - $3.75K
|
252
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97+ 0.78% |
$4.14K - $4.38K
|
12.6K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.18% |
$725 - $768
|
9.45K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.5K+ 4.7% |
$490K - $519K
|
256K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-113K- 78.51% |
$4.82M - $5.11M
|
30.9K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.83KNew |
$249K - $263K
|
5.83K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-34.5K- 29.99% |
$1.47M - $1.56M
|
80.6K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
2.31K+ 2.03% |
$98.3K - $104K
|
116K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-227- 3.85% |
$9.68K - $10.3K
|
5.67K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.86% |
$171 - $181
|
470
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36KNew |
$1.54M - $1.63M
|
36K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.68K- 2.57% |
$327K - $347K
|
291K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-54- 0.76% |
$2.3K - $2.44K
|
7.09K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.01K- 9.3% |
$43.3K - $45.8K
|
9.89K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.9K- 10.07% |
$892K - $944K
|
187K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 4.97% |
$791K - $838K
|
355K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
881+ 2.12% |
$37.6K - $39.8K
|
42.5K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-521- 25.69% |
$22.2K - $23.5K
|
1.51K
$65.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.88K- 10.93% |
$80.2K - $85K
|
15.3K
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.9K- 2.27% |
$166K - $176K
|
168K
$7.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.7K+ 35.41% |
$2.59M - $2.74M
|
232K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9K+ 14.86% |
$124K - $131K
|
22.4K
$975K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.51K- 7.55% |
$192K - $204K
|
55.2K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.52K- 10.59% |
$193K - $204K
|
38.2K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-650- 27.32% |
$27.7K - $29.4K
|
1.73K
$75.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-94- 1.4% |
$4.01K - $4.25K
|
6.64K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.69K+ 4.22% |
$72.2K - $76.5K
|
41.8K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-527- 0.54% |
$22.5K - $23.8K
|
97.2K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-393- 2.19% |
$16.8K - $17.8K
|
17.6K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 19.78% |
$119K - $126K
|
11.3K
$491K
|