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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-592Closed |
$22.7K - $25.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-975- 43.78% |
$37.3K - $42K
|
1.25K
$57.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9.9KClosed |
$379K - $426K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.24K+ 4.97% |
$85.7K - $96.4K
|
47.3K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-267Closed |
$10.2K - $11.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.09KClosed |
$195K - $219K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-225Closed |
$8.62K - $9.69K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.31% |
$38.3 - $43.1
|
321
$14.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.46KClosed |
$209K - $235K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.2KNew |
$542K - $610K
|
14.2K
$651K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.75KClosed |
$220K - $248K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.5KClosed |
$57.4K - $64.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-7Closed |
$268 - $301
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 93.02% |
$73.5K - $82.7K
|
144
$6.62K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.38KNew |
$129K - $145K
|
3.38K
$155K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-705Closed |
$27K - $30.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.9KNew |
$1.11M - $1.24M
|
28.9K
$1.33M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-296Closed |
$11.3K - $12.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-913- 14.73% |
$35K - $39.3K
|
5.29K
$243K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-130KClosed |
$4.96M - $5.58M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
559New |
$21.4K - $24.1K
|
559
$25.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-131KClosed |
$5.03M - $5.65M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-35.8KClosed |
$1.37M - $1.54M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.39KClosed |
$283K - $318K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-86Closed |
$3.29K - $3.7K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-11.6KClosed |
$444K - $499K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.51K- 19.92% |
$57.8K - $65K
|
6.07K
$279K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-191- 3.57% |
$7.32K - $8.22K
|
5.15K
$237K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-433Closed |
$16.6K - $18.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-10.7KClosed |
$408K - $459K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-260- 36.26% |
$9.96K - $11.2K
|
457
$21K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.22K- 12.74% |
$46.7K - $52.5K
|
8.35K
$384K
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-4.99KClosed |
$191K - $215K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-285- 2.47% |
$11.9K - $13K
|
11.3K
$519K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-626Closed |
$26.1K - $28.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-24Closed |
$1K - $1.09K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.4KClosed |
$433K - $471K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-983Closed |
$41K - $44.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-518Closed |
$21.6K - $23.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
368+ 5.92% |
$15.4K - $16.7K
|
6.58K
$303K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-19Closed |
$793 - $864
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-16KClosed |
$668K - $727K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
62.5KNew |
$2.61M - $2.84M
|
62.5K
$2.87M
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-76.1KClosed |
$3.17M - $3.46M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-8.41KClosed |
$351K - $382K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-127Closed |
$5.3K - $5.77K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.49KClosed |
$187K - $204K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-261Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
9.1KNew |
$380K - $414K
|
9.1K
$419K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-1.59KClosed |
$66.5K - $72.4K
|
0
$0
|
|