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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-172- 3.43% |
$7.15K - $7.92K
|
4.85K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-8- 0.77% |
$332 - $368
|
1.03K
$48.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-180- 3.54% |
$7.48K - $8.29K
|
4.9K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
10+ 1000.0% |
$416 - $460
|
11
$522
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
574+ 1007.02% |
$23.8K - $26.4K
|
631
$29.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
506+ 9.83% |
$21K - $23.3K
|
5.66K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
145+ 9.43% |
$6.02K - $6.68K
|
1.68K
$79.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12KNew |
$500K - $554K
|
12K
$571K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-578- 4.18% |
$24K - $26.6K
|
13.2K
$628K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.3K- 8.34% |
$54K - $59.9K
|
14.3K
$677K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
34+ 1.32% |
$1.41K - $1.57K
|
2.62K
$124K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
597+ 1.21% |
$24.8K - $27.5K
|
50K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45+ 0.77% |
$1.87K - $2.07K
|
5.9K
$280K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-116- 1.45% |
$4.82K - $5.34K
|
7.89K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
158+ 1.44% |
$6.56K - $7.27K
|
11.2K
$529K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-195- 60.37% |
$8.1K - $8.98K
|
128
$6.07K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4+ 0.03% |
$166 - $184
|
15.1K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-724- 1.64% |
$30.1K - $33.3K
|
43.5K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.8K+ 18.26% |
$822K - $910K
|
128K
$6.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
8.75K+ 10.39% |
$364K - $403K
|
93K
$4.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
120+ 0.13% |
$4.99K - $5.52K
|
90.3K
$4.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-54- 0.31% |
$2.24K - $2.49K
|
17.5K
$829K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-571- 17.68% |
$23.7K - $26.3K
|
2.66K
$126K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
34+ 0.4% |
$1.41K - $1.57K
|
8.44K
$400K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-306- 1.66% |
$12.7K - $14.1K
|
18.1K
$858K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
17+ 0.36% |
$706 - $783
|
4.81K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.63K+ 6.07% |
$109K - $121K
|
46K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.03KNew |
$42.9K - $47.5K
|
1.03K
$48.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
35+ 0.38% |
$1.45K - $1.61K
|
9.18K
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-438- 5.58% |
$18.2K - $20.2K
|
7.41K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.32% |
$83.1 - $92.1
|
629
$29.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.12K- 2.15% |
$46.6K - $51.6K
|
51.1K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$166 - $184
|
4.81K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
268KNew |
$11.1M - $12.3M
|
268K
$12.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.31K- 64.89% |
$345K - $382K
|
4.49K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-318- 3.65% |
$13.2K - $14.6K
|
8.39K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
704+ 3.59% |
$29.3K - $32.4K
|
20.3K
$963K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
598+ 3.79% |
$24.8K - $27.5K
|
16.4K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
15+ 0.07% |
$623 - $691
|
22K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.09% |
$332 - $368
|
8.77K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.39KNew |
$224K - $248K
|
5.39K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
540+ 3.09% |
$22.4K - $24.9K
|
18K
$855K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-443- 7.56% |
$18.4K - $20.4K
|
5.41K
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.19% |
$291 - $322
|
3.63K
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
238+ 6.49% |
$9.89K - $11K
|
3.91K
$185K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.13KNew |
$47K - $52K
|
1.13K
$53.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
891+ 85.18% |
$37K - $41K
|
1.94K
$91.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.05KNew |
$85.1K - $94.2K
|
2.05K
$97K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 20.48% |
$981K - $1.09M
|
91.6K
$4.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
457+ 7.53% |
$19K - $21K
|
6.53K
$309K
|