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 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
53+ 1325.0% |
$2.2K - $2.44K
|
57
$2.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.57K+ 1.84% |
$107K - $118K
|
142K
$6.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
85.2K+ 452.08% |
$3.54M - $3.92M
|
104K
$4.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-821- 6.18% |
$34.1K - $37.8K
|
12.5K
$591K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.29K- 31.25% |
$261K - $289K
|
13.8K
$656K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-840- 12.04% |
$34.9K - $38.7K
|
6.14K
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.07K+ 16.43% |
$169K - $187K
|
28.8K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-204- 0.6% |
$8.48K - $9.39K
|
34K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 0.79% |
$2.08K - $2.3K
|
6.35K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.47KNew |
$186K - $206K
|
4.47K
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-215- 33.49% |
$8.93K - $9.9K
|
427
$20.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
570+ 191.28% |
$23.7K - $26.2K
|
868
$41.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.68KNew |
$195K - $216K
|
4.68K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-35- 0.24% |
$1.45K - $1.61K
|
14.3K
$677K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
355+ 507.14% |
$14.8K - $16.3K
|
425
$20.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
81+ 1.11% |
$3.37K - $3.73K
|
7.35K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-854- 3.0% |
$35.5K - $39.3K
|
27.7K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.02K+ 19.79% |
$125K - $139K
|
18.3K
$865K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
8.15K+ 13.5% |
$338K - $375K
|
68.5K
$3.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.46K- 8.61% |
$60.6K - $67.1K
|
15.5K
$734K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
109+ 0.08% |
$4.53K - $5.02K
|
132K
$6.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-66.5K- 93.75% |
$2.76M - $3.06M
|
4.43K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10+ 0.15% |
$416 - $460
|
6.61K
$313K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
981+ 11.48% |
$40.8K - $45.2K
|
9.53K
$452K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 15.46% |
$520K - $576K
|
93.4K
$4.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.89K- 25.89% |
$120K - $133K
|
8.27K
$392K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-398- 0.52% |
$16.5K - $18.3K
|
76.1K
$3.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-12.5K- 41.34% |
$519K - $575K
|
17.7K
$839K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.38KNew |
$182K - $202K
|
4.38K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.34K- 8.99% |
$305K - $338K
|
74.3K
$3.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-59- 1.05% |
$2.45K - $2.72K
|
5.54K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
252+ 2.46% |
$10.5K - $11.6K
|
10.5K
$498K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.63K+ 20.32% |
$67.8K - $75.1K
|
9.66K
$458K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.16K+ 30.91% |
$381K - $422K
|
38.8K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.36KNew |
$181K - $201K
|
4.36K
$207K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2K+ 149.62% |
$464K - $514K
|
18.6K
$884K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
111+ 0.95% |
$4.61K - $5.11K
|
11.8K
$558K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-26- 0.38% |
$1.08K - $1.2K
|
6.8K
$323K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-731- 3.58% |
$30.4K - $33.7K
|
19.7K
$934K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.1K+ 28.56% |
$212K - $235K
|
23K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
197+ 0.29% |
$8.19K - $9.07K
|
69.3K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
595+ 2.95% |
$24.7K - $27.4K
|
20.7K
$983K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.8K+ 3.52% |
$199K - $221K
|
141K
$6.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.2KNew |
$508K - $563K
|
12.2K
$580K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.9K+ 9.81% |
$454K - $503K
|
122K
$5.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-913- 18.8% |
$37.9K - $42K
|
3.94K
$187K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.54% |
$41.6 - $46
|
186
$8.82K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.12K- 29.26% |
$254K - $282K
|
14.8K
$701K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-31- 0.51% |
$1.29K - $1.43K
|
6.08K
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19+ 0.41% |
$789 - $875
|
4.71K
$223K
|