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 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-174- 1.29% |
$7.47K - $7.78K
|
13.3K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-23- 0.41% |
$987 - $1.03K
|
5.6K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-553- 7.37% |
$23.7K - $24.7K
|
6.96K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 0.8% |
$2.15K - $2.24K
|
6.3K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5.86K+ 10.76% |
$252K - $262K
|
60.3K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.47KNew |
$235K - $244K
|
5.47K
$251K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
983+ 5.29% |
$42.2K - $43.9K
|
19.6K
$899K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.36KNew |
$101K - $106K
|
2.36K
$109K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-295- 7.86% |
$12.7K - $13.2K
|
3.46K
$159K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.48K- 4.45% |
$278K - $290K
|
139K
$6.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 3.58% |
$51.1K - $53.2K
|
34.5K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.09% |
$42.9 - $44.7
|
1.17K
$53.8K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-996- 4.55% |
$42.8K - $44.5K
|
20.9K
$961K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.61K- 8.83% |
$68.9K - $71.8K
|
16.6K
$762K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
70.9KNew |
$3.04M - $3.17M
|
70.9K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
100+ 0.7% |
$4.29K - $4.47K
|
14.3K
$659K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.93K- 33.31% |
$383K - $399K
|
17.9K
$822K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-311- 3.71% |
$13.4K - $13.9K
|
8.06K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-3.49K- 9.97% |
$150K - $156K
|
31.5K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.5K+ 4.79% |
$1.95M - $2.03M
|
995K
$45.8M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34+ 0.7% |
$1.46K - $1.52K
|
4.87K
$224K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-999- 11.56% |
$42.9K - $44.7K
|
7.64K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70K+ 19.6% |
$3M - $3.13M
|
427K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-95- 1.07% |
$4.08K - $4.25K
|
8.8K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-494- 37.03% |
$21.2K - $22.1K
|
840
$38.6K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
70New |
$3.01K - $3.13K
|
70
$3.22K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
65New |
$2.79K - $2.91K
|
65
$2.99K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-372- 51.31% |
$16K - $16.6K
|
353
$16.2K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.91K+ 24.69% |
$211K - $219K
|
24.8K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.47K- 6.82% |
$63.2K - $65.8K
|
20.1K
$924K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-212- 1.2% |
$9.1K - $9.48K
|
17.5K
$805K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-332- 3.67% |
$14.3K - $14.8K
|
8.71K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-813- 4.14% |
$34.9K - $36.3K
|
18.8K
$867K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
479+ 10.26% |
$20.6K - $21.4K
|
5.15K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.8K+ 64.7% |
$2.61M - $2.72M
|
155K
$7.11M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-467- 61.05% |
$20K - $20.9K
|
298
$13.7K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-15- 0.16% |
$644 - $671
|
9.39K
$432K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.44K- 34.39% |
$191K - $199K
|
8.48K
$390K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.4K+ 169.61% |
$703K - $732K
|
26K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
623+ 1.46% |
$26.7K - $27.9K
|
43.3K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-869- 13.72% |
$37.3K - $38.9K
|
5.47K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-379- 27.27% |
$16.3K - $16.9K
|
1.01K
$46.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.19KNew |
$51.1K - $53.2K
|
1.19K
$54.7K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
209New |
$8.97K - $9.34K
|
209
$9.61K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
61+ 4.84% |
$2.62K - $2.73K
|
1.32K
$60.8K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.47K- 10.92% |
$106K - $110K
|
20.1K
$926K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
264New |
$11.3K - $11.8K
|
264
$12.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
550+ 12.77% |
$23.6K - $24.6K
|
4.86K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-48.3K- 86.62% |
$2.08M - $2.16M
|
7.47K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 9.11% |
$44.1K - $46K
|
10.3K
$471K
|