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 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.95K+ 39.14% |
$206K - $228K
|
17.6K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.51K+ 35.85% |
$229K - $254K
|
20.9K
$990K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
523+ 7.07% |
$21.7K - $24.1K
|
7.92K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-536- 40.54% |
$22.3K - $24.7K
|
786
$37.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-643- 10.39% |
$26.7K - $29.6K
|
5.54K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.51K+ 2.41% |
$104K - $116K
|
107K
$5.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.82K- 0.48% |
$200K - $222K
|
991K
$47M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
67+ 0.45% |
$2.78K - $3.08K
|
14.8K
$703K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.25K+ 12.48% |
$135K - $149K
|
29.3K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-265- 10.15% |
$11K - $12.2K
|
2.35K
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.16KNew |
$48.3K - $53.5K
|
1.16K
$55.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.52K- 0.9% |
$104K - $116K
|
278K
$13.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
92+ 1.27% |
$3.82K - $4.24K
|
7.34K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
24+ 0.09% |
$997 - $1.1K
|
27.9K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.64K+ 48.36% |
$110K - $122K
|
8.11K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.32% |
$83.1 - $92.1
|
627
$29.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.98K+ 3.45% |
$124K - $137K
|
89.5K
$4.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30New |
$1.25K - $1.38K
|
30
$1.42K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
371New |
$15.4K - $17.1K
|
371
$17.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-42- 8.28% |
$1.75K - $1.93K
|
465
$22K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.93K- 9.29% |
$122K - $135K
|
28.6K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.89KNew |
$245K - $271K
|
5.89K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 2.11% |
$416 - $460
|
465
$22K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 3.48% |
$166 - $184
|
111
$5.26K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-346- 7.82% |
$14.4K - $15.9K
|
4.08K
$193K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.5K+ 441.91% |
$1.56M - $1.72M
|
45.9K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 0.83% |
$6.73K - $7.46K
|
19.4K
$919K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
19+ 5.38% |
$789 - $875
|
372
$17.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-563- 3.22% |
$23.4K - $25.9K
|
16.9K
$803K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.65KNew |
$68.3K - $75.7K
|
1.65K
$78K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.21% |
$83.1 - $92.1
|
955
$45.3K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.69K- 2.81% |
$70.2K - $77.8K
|
58.5K
$2.77M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-31K- 48.34% |
$1.29M - $1.43M
|
33.1K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-165- 1.82% |
$6.86K - $7.6K
|
8.88K
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8+ 0.68% |
$332 - $368
|
1.18K
$55.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
55+ 0.58% |
$2.29K - $2.53K
|
9.55K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.2K+ 77.73% |
$756K - $838K
|
41.6K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
75.9K+ 17.78% |
$3.16M - $3.5M
|
503K
$23.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 6.58% |
$54.9K - $60.9K
|
21.4K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2K+ 7.26% |
$466K - $517K
|
166K
$7.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.26K+ 25.44% |
$52.3K - $57.9K
|
6.2K
$294K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
27.3KNew |
$1.14M - $1.26M
|
27.3K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-531- 22.0% |
$22.1K - $24.4K
|
1.88K
$89.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.96KNew |
$289K - $321K
|
6.96K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-886- 8.05% |
$36.8K - $40.8K
|
10.1K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-17- 0.19% |
$706 - $783
|
8.78K
$416K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-76- 2.26% |
$3.16K - $3.5K
|
3.29K
$156K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.86K+ 19.78% |
$77.2K - $85.5K
|
11.2K
$533K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.34K- 56.86% |
$55.8K - $61.8K
|
1.02K
$48.3K
|