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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-63.4K- 59.41% |
$2.88M - $3.02M
|
43.3K
$2.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.93KNew |
$133K - $139K
|
2.93K
$140K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18- 2.86% |
$817 - $857
|
611
$29.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-70- 0.36% |
$3.18K - $3.33K
|
19.6K
$936K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
319+ 31.06% |
$14.5K - $15.2K
|
1.35K
$64.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-27- 36.0% |
$1.23K - $1.29K
|
48
$2.29K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.1K- 7.69% |
$95.5K - $100K
|
25.2K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13K+ 10.66% |
$591K - $620K
|
135K
$6.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1+ 0.02% |
$45.4 - $47.6
|
4.5K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 1.88% |
$1.27K - $1.33K
|
1.52K
$72.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
894+ 7.31% |
$40.6K - $42.6K
|
13.1K
$626K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.97K- 24.67% |
$180K - $189K
|
12.1K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-6.35K- 41.02% |
$288K - $302K
|
9.13K
$436K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.35KNew |
$243K - $255K
|
5.35K
$255K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-470Closed |
$21.3K - $22.4K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5+ 45.45% |
$227 - $238
|
16
$763
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
6.43K+ 16.58% |
$292K - $306K
|
45.2K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-22- 5.15% |
$999 - $1.05K
|
405
$19.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.05K- 18.59% |
$47.7K - $50K
|
4.6K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-131- 1.55% |
$5.95K - $6.24K
|
8.31K
$396K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.43K+ 2.42% |
$156K - $163K
|
145K
$6.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.15K- 6.35% |
$52.2K - $54.8K
|
17K
$809K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.79K- 18.4% |
$81.4K - $85.4K
|
7.96K
$380K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 92.81% |
$52.1K - $54.7K
|
2.39K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
257+ 6.79% |
$11.7K - $12.2K
|
4.04K
$193K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
636+ 3.16% |
$28.9K - $30.3K
|
20.7K
$989K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8- 0.05% |
$363 - $381
|
15.1K
$721K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.71% |
$863 - $905
|
2.68K
$128K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.51K- 26.63% |
$205K - $215K
|
12.4K
$593K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-107- 0.75% |
$4.86K - $5.09K
|
14.2K
$676K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
189+ 8.06% |
$8.58K - $9K
|
2.53K
$121K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
71+ 0.77% |
$3.22K - $3.38K
|
9.25K
$441K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
697+ 0.75% |
$31.6K - $33.2K
|
93.7K
$4.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.29K+ 15.68% |
$58.7K - $61.5K
|
9.53K
$455K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-40Closed |
$1.82K - $1.9K
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
26+ 0.55% |
$1.18K - $1.24K
|
4.73K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-36- 2.02% |
$1.63K - $1.71K
|
1.74K
$83.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
187+ 0.9% |
$8.49K - $8.9K
|
20.9K
$998K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
297+ 3.08% |
$13.5K - $14.1K
|
9.95K
$475K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-454- 6.13% |
$20.6K - $21.6K
|
6.95K
$332K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-35- 1.39% |
$1.59K - $1.67K
|
2.49K
$119K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-50- 43.48% |
$2.27K - $2.38K
|
65
$3.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-203- 1.13% |
$9.22K - $9.66K
|
17.8K
$850K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
130+ 0.71% |
$5.9K - $6.19K
|
18.4K
$877K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.22K- 2.99% |
$101K - $106K
|
72.1K
$3.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 4.12% |
$63.7K - $66.8K
|
32.6K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
763+ 19.35% |
$34.6K - $36.3K
|
4.71K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.56K+ 58.69% |
$116K - $122K
|
6.93K
$331K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8+ 0.17% |
$363 - $381
|
4.82K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
181+ 3.27% |
$8.22K - $8.62K
|
5.71K
$272K
|
|