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 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.71% |
$128 - $136
|
427
$18.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-107- 1.13% |
$4.56K - $4.83K
|
9.32K
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
707+ 8.57% |
$30.2K - $31.9K
|
8.96K
$389K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.82K- 6.23% |
$77.5K - $82.1K
|
27.3K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
816+ 9.3% |
$34.8K - $36.9K
|
9.59K
$416K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
76+ 0.84% |
$3.24K - $3.43K
|
9.08K
$394K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94K+ 1808.5% |
$4.01M - $4.25M
|
99.2K
$4.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.04% |
$341 - $361
|
18K
$782K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.09% |
$42.7 - $45.2
|
1.06K
$46K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 5.87% |
$47.4K - $50.2K
|
17.8K
$774K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.9K+ 11.3% |
$1.32M - $1.39M
|
304K
$13.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-885- 6.19% |
$37.8K - $40K
|
13.4K
$582K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.9K- 9.15% |
$635K - $673K
|
148K
$6.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15K+ 17.62% |
$262K - $278K
|
41K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.74K- 6.25% |
$117K - $124K
|
41.1K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.1% |
$42.7 - $45.2
|
1K
$43.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-214- 1.88% |
$9.13K - $9.67K
|
11.2K
$484K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.61K+ 4.23% |
$68.5K - $72.6K
|
39.6K
$1.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.72KNew |
$202K - $213K
|
4.72K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.49% |
$128 - $136
|
619
$26.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.53KNew |
$193K - $205K
|
4.53K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
208+ 4.35% |
$8.87K - $9.4K
|
4.99K
$216K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-441- 5.26% |
$18.8K - $19.9K
|
7.94K
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-345- 14.94% |
$14.7K - $15.6K
|
1.97K
$85.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
107+ 0.79% |
$4.56K - $4.83K
|
13.7K
$595K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-83- 0.13% |
$3.54K - $3.75K
|
65.9K
$2.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-963- 7.7% |
$41.1K - $43.5K
|
11.6K
$501K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.03K+ 24.68% |
$172K - $182K
|
20.4K
$884K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-102- 7.88% |
$4.35K - $4.61K
|
1.19K
$51.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-575- 2.05% |
$24.5K - $26K
|
27.5K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
538+ 14.15% |
$23K - $24.3K
|
4.34K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-340- 3.9% |
$14.5K - $15.4K
|
8.39K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
588+ 3.95% |
$25.1K - $26.6K
|
15.5K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
83+ 0.79% |
$3.54K - $3.75K
|
10.6K
$461K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.86K+ 1.44% |
$79.1K - $83.8K
|
130K
$5.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-208- 2.54% |
$8.87K - $9.4K
|
7.99K
$347K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.03K- 22.76% |
$172K - $182K
|
13.7K
$594K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.88KNew |
$294K - $311K
|
6.88K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-50- 0.9% |
$2.13K - $2.26K
|
5.53K
$240K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-41- 73.21% |
$1.75K - $1.85K
|
15
$651
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.5K- 6.57% |
$63.8K - $67.5K
|
21.3K
$923K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.81K+ 7.04% |
$77.3K - $81.8K
|
27.5K
$1.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
561+ 12.19% |
$23.9K - $25.3K
|
5.16K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
340+ 3.95% |
$14.5K - $15.4K
|
8.95K
$388K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
808+ 0.75% |
$34.5K - $36.5K
|
109K
$4.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.16% |
$128 - $136
|
1.89K
$81.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
15.4K+ 18.06% |
$655K - $694K
|
100K
$4.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.1K+ 6.23% |
$46.8K - $49.6K
|
18.7K
$812K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-291- 8.36% |
$12.4K - $13.1K
|
3.19K
$138K
|