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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-508Closed |
$19.2K - $19.9K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-590Closed |
$21K - $22.5K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-33KClosed |
$1.17M - $1.26M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-770Closed |
$27.4K - $29.3K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.5KNew |
$195K - $209K
|
5.5K
$239K
|
|
|
Apr 08, 2019
Q1 2019
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.05KClosed |
$37.3K - $40K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-62KClosed |
$2.19M - $2.35M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-495Closed |
$17.4K - $18.8K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-85.5KClosed |
$3.01M - $3.24M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.01KClosed |
$35.5K - $38.1K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-300Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-4Closed |
$141 - $152
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$70.5 - $75.8
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
119KNew |
$4.44M - $4.55M
|
119K
$5.18M
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-287Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.69KNew |
$249K - $255K
|
6.69K
$290K
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-7.6KClosed |
$283K - $290K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300Closed |
$11.2K - $11.4K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-280Closed |
$10.4K - $10.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.98KClosed |
$111K - $113K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.06KClosed |
$39.7K - $40.2K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-112Closed |
$4.18K - $4.24K
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-10.9KClosed |
$409K - $415K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Well Done, LLC
|
SELL
|
- |
-25.6KClosed |
$957K - $971K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-866Closed |
$32.3K - $32.8K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-31.3KClosed |
$1.17M - $1.19M
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Burt Wealth Advisors
|
SELL
|
- |
-2.07KClosed |
$77.1K - $78.2K
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Acg Wealth
|
SELL
|
- |
-6.06KClosed |
$226K - $229K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 18, 2018
Q1 2018
|
Trust CO Of Vermont
|
SELL
|
- |
-1.46KClosed |
$54.3K - $57K
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-791KClosed |
$29.4M - $30.9M
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.1KClosed |
$152K - $160K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$37.8 - $38
|
1
$43.4
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-940Closed |
$35.5K - $35.7K
|
0
$0
|
|
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
122New |
$4.61K - $4.63K
|
122
$5.29K
|
|
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
750New |
$28.4K - $28.5K
|
750
$32.5K
|
|
| Q1 2017 | |||||||
|
Jan 08, 2024
Q1 2017
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-32.4KClosed |
N/A
|
0
$0
|
|
| Q1 2016 | |||||||
|
Sep 22, 2017
Q1 2016
|
Allen Investment Management LLC
|
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$1.05M
|
|