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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-6.49KClosed |
$278K - $286K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-25Closed |
$1.07K - $1.1K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-25.2KClosed |
$1.08M - $1.11M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17.3KClosed |
$740K - $760K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-677Closed |
$29K - $29.8K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-16.9KClosed |
$726K - $747K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.02KNew |
$43.7K - $45K
|
1.02K
$44.3K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6Closed |
$257 - $264
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-526Closed |
$22.5K - $23.2K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-6.17KClosed |
$265K - $272K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.65KClosed |
$147K - $158K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.3KClosed |
$336K - $360K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8.24KClosed |
$333K - $357K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5KClosed |
$202K - $217K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-70Closed |
$2.83K - $3.03K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-151Closed |
$6.1K - $6.54K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-11.7KClosed |
$473K - $507K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-5.93KClosed |
$240K - $257K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.13KClosed |
$125K - $132K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-493Closed |
$19.7K - $20.8K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1KClosed |
$39.9K - $42.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.38K- 8.5% |
$49.6K - $55.8K
|
14.8K
$644K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-668Closed |
$24K - $27K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-12.5KClosed |
$449K - $505K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.25KClosed |
$45.1K - $50.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.47K+ 16.25% |
$50.1K - $60.3K
|
10.5K
$457K
|
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.16KClosed |
$175K - $211K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13KClosed |
$441K - $531K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-24.6KClosed |
$837K - $1.01M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-18.4KClosed |
$625K - $753K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-70.3KClosed |
$2.39M - $2.88M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.89KClosed |
$132K - $159K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-5KClosed |
$170K - $205K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-292Closed |
$9.93K - $12K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.03KClosed |
$171K - $206K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-5.06KClosed |
$172K - $207K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Gradient Investments LLC
|
SELL
|
- |
-140Closed |
$4.76K - $5.73K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-6.69KClosed |
$259K - $270K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-145Closed |
$5.61K - $5.84K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14Closed |
$542 - $564
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6KNew |
$232K - $242K
|
6K
$260K
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-522Closed |
$20.2K - $21K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 27, 2020
Q3 2019
|
Tsfg, LLC
|
SELL
|
- |
-1K- 41.67% |
$38.3K - $39.3K
|
1.4K
$60.7K
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.4KClosed |
$207K - $212K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-55Closed |
$2.11K - $2.16K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-185Closed |
$7.09K - $7.27K
|
0
$0
|
|
|
Oct 08, 2019
Q3 2019
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-6.03KClosed |
$231K - $237K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-175Closed |
$6.61K - $6.84K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-7.25KClosed |
$274K - $283K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.58KClosed |
$211K - $218K
|
0
$0
|
|