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 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
$44.2
|
|
|
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
$5.39K
|
|
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
750New |
$28.4K - $28.5K
|
750
$33.1K
|
|
| 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
$1.07M
|
|