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 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.79K+ 37.18% |
$76.8K - $79.9K
|
6.6K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.93K+ 2.16% |
$255K - $265K
|
280K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.24KNew |
$354K - $368K
|
8.24K
$379K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.54KNew |
$66K - $68.8K
|
1.54K
$70.7K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.35K- 12.85% |
$58K - $60.4K
|
9.16K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-446- 93.7% |
$19.1K - $19.9K
|
30
$1.38K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-358- 6.75% |
$15.4K - $16K
|
4.94K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.48KNew |
$278K - $290K
|
6.48K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-932- 8.21% |
$40K - $41.7K
|
10.4K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43K- 13.51% |
$1.85M - $1.92M
|
275K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.05% |
$258 - $268
|
11.2K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.7K- 9.94% |
$72.9K - $75.9K
|
15.4K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.7K+ 203.07% |
$674K - $702K
|
23.4K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.41K+ 98.51% |
$361K - $376K
|
16.9K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
460+ 3.25% |
$19.7K - $20.6K
|
14.6K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-364- 5.9% |
$15.6K - $16.3K
|
5.81K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.6K+ 173.07% |
$800K - $833K
|
29.4K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-862- 51.07% |
$37K - $38.5K
|
826
$38K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.71KNew |
$202K - $211K
|
4.71K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-830- 13.48% |
$35.6K - $37.1K
|
5.33K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.53K+ 4.01% |
$65.8K - $68.5K
|
39.8K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1New |
$42.9 - $44.7
|
1
$46
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.49K+ 2.45% |
$107K - $111K
|
104K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.18K- 81.2% |
$179K - $187K
|
968
$44.5K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-466- 5.93% |
$20K - $20.8K
|
7.4K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-139K- 34.4% |
$5.95M - $6.19M
|
264K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.04KNew |
$302K - $315K
|
7.04K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-751- 9.39% |
$32.2K - $33.6K
|
7.25K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.3K- 12.6% |
$55.8K - $58.1K
|
9.02K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.31K- 27.84% |
$142K - $148K
|
8.57K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.5KClosed |
$1.27M - $1.32M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-216- 1.1% |
$9.27K - $9.66K
|
19.5K
$896K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-716K- 73.84% |
$30.7M - $32M
|
253K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.14KNew |
$221K - $230K
|
5.14K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-237- 3.29% |
$10.2K - $10.6K
|
6.98K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
379+ 5.5% |
$16.3K - $16.9K
|
7.27K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.8KNew |
$637K - $664K
|
14.8K
$683K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$1.29K - $1.34K
|
30
$1.38K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.95KNew |
$255K - $266K
|
5.95K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.31K- 18.33% |
$142K - $148K
|
14.8K
$679K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-644K- 87.66% |
$27.7M - $28.8M
|
90.7K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.3K- 58.72% |
$786K - $819K
|
12.9K
$592K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.5K+ 61.75% |
$1.05M - $1.1M
|
64.2K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.29K- 3.81% |
$98.1K - $102K
|
57.7K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 1.71% |
$85.9 - $89.4
|
115
$5.29K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-405- 4.29% |
$17.4K - $18.1K
|
9.05K
$416K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
305+ 1.69% |
$13.1K - $13.6K
|
18.3K
$842K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14- 0.17% |
$601 - $626
|
8.01K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.15% |
$129 - $134
|
1.96K
$90K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
4.03K+ 26.85% |
$173K - $180K
|
19K
$875K
|