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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-4.85K- 12.89% |
$220K - $231K
|
32.8K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-33- 1.96% |
$1.5K - $1.57K
|
1.65K
$78.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
95+ 1.55% |
$4.31K - $4.52K
|
6.23K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
4.99KNew |
$227K - $238K
|
4.99K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
46+ 0.13% |
$2.09K - $2.19K
|
36K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-375- 4.86% |
$17K - $17.9K
|
7.34K
$350K
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
6+ 0.03% |
$272 - $286
|
17.8K
$850K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
86New |
$3.9K - $4.09K
|
86
$4.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16K+ 7.32% |
$144K - $150K
|
46.4K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-208- 0.97% |
$9.44K - $9.9K
|
21.3K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.29K- 49.99% |
$376K - $395K
|
8.29K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.4K+ 30.32% |
$109K - $114K
|
10.3K
$492K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
168+ 3.03% |
$7.63K - $8K
|
5.71K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.32KNew |
$196K - $206K
|
4.32K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-151- 0.66% |
$6.86K - $7.19K
|
22.8K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62- 0.42% |
$2.81K - $2.95K
|
14.8K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.3K+ 28.99% |
$1.74M - $1.82M
|
171K
$8.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.21K- 0.43% |
$54.8K - $57.5K
|
279K
$13.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
365New |
$16.6K - $17.4K
|
365
$17.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15.4KNew |
$700K - $735K
|
15.4K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-354- 83.29% |
$16.1K - $16.9K
|
71
$3.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
19+ 0.73% |
$863 - $905
|
2.64K
$126K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
11+ 0.14% |
$499 - $524
|
7.64K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.31K- 4.58% |
$59.5K - $62.4K
|
27.3K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.1K+ 9.7% |
$4.36M - $4.57M
|
1.09M
$51.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
84.7K+ 1202.8% |
$3.84M - $4.03M
|
91.7K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.79K+ 14.78% |
$308K - $323K
|
52.7K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
182+ 3.71% |
$8.26K - $8.67K
|
5.09K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 67.57% |
$3.41K - $3.57K
|
186
$8.87K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-530- 7.19% |
$24.1K - $25.2K
|
6.84K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2- 0.01% |
$90.8 - $95.2
|
27.9K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-2.96K- 6.49% |
$134K - $141K
|
42.7K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9+ 0.76% |
$409 - $428
|
1.19K
$56.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.1K+ 88.2% |
$686K - $719K
|
32.2K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 0.79% |
$2.27K - $2.38K
|
6.4K
$305K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
5.49KNew |
$249K - $261K
|
5.49K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-511- 3.69% |
$23.2K - $24.3K
|
13.3K
$636K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 25.51% |
$80.6K - $84.6K
|
8.74K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.61KNew |
$346K - $362K
|
7.61K
$363K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
10.3KNew |
$466K - $488K
|
10.3K
$489K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.32K- 8.22% |
$60.1K - $63K
|
14.8K
$705K
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-519- 5.45% |
$23.6K - $24.7K
|
9.01K
$430K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.42% |
$3.13K - $3.29K
|
4.78K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1K+ 13.09% |
$45.4K - $47.6K
|
8.64K
$412K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
46+ 0.83% |
$2.09K - $2.19K
|
5.58K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
620+ 4.34% |
$28.1K - $29.5K
|
14.9K
$711K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.22K+ 0.76% |
$55.6K - $58.3K
|
161K
$7.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.5K+ 139.39% |
$1.16M - $1.22M
|
43.8K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-987- 16.73% |
$44.8K - $47K
|
4.91K
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-526- 2.82% |
$23.9K - $25K
|
18.1K
$864K
|
|