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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-269- 5.03% |
$11.5K - $12K
|
5.08K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-648- 3.07% |
$27.8K - $29K
|
20.4K
$940K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
141+ 0.29% |
$6.05K - $6.3K
|
49.4K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
234New |
$10K - $10.5K
|
234
$10.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.75K+ 1.3% |
$75.2K - $78.3K
|
136K
$6.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9.14KNew |
$393K - $409K
|
9.14K
$421K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.68K+ 74.99% |
$287K - $299K
|
15.6K
$717K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-72- 0.36% |
$3.09K - $3.22K
|
20.1K
$926K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-703- 5.93% |
$30.2K - $31.4K
|
11.2K
$513K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.1K+ 70.15% |
$606K - $631K
|
34.2K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.08K+ 2.1% |
$46.1K - $48.1K
|
52.2K
$2.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 8.91% |
$70.6K - $73.5K
|
20.1K
$924K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
117New |
$5.08K - $5.27K
|
117
$5.38K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.5K- 9.52% |
$934K - $969K
|
204K
$9.4M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$43.4 - $45.1
|
1
$46
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-232- 11.71% |
$10.1K - $10.5K
|
1.75K
$80.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4- 0.07% |
$174 - $180
|
5.69K
$262K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
300+ 21.9% |
$13K - $13.5K
|
1.67K
$76.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
27+ 1.78% |
$1.17K - $1.22K
|
1.55K
$71.1K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
166KNew |
$7.21M - $7.47M
|
166K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 1.88% |
$304 - $315
|
379
$17.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.1K- 62.94% |
$612K - $635K
|
8.3K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.48KNew |
$238K - $247K
|
5.48K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.31K- 11.66% |
$56.7K - $58.8K
|
9.88K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
60+ 0.85% |
$2.61K - $2.7K
|
7.09K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-15.1K- 27.4% |
$658K - $682K
|
40.1K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
475+ 10.19% |
$20.6K - $21.4K
|
5.14K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.44KNew |
$323K - $335K
|
7.44K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
475+ 10.19% |
$20.6K - $21.4K
|
5.14K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6KNew |
$462K - $479K
|
10.6K
$489K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.04KNew |
$88.6K - $91.9K
|
2.04K
$93.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.68K+ 21.35% |
$116K - $121K
|
15.2K
$701K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-270- 5.53% |
$11.7K - $12.2K
|
4.61K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-773- 6.32% |
$33.6K - $34.8K
|
11.5K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
902New |
$39.2K - $40.6K
|
902
$41.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-180- 35.79% |
$7.82K - $8.11K
|
323
$14.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$83.9K - $87K
|
1.93K
$88.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-49- 41.18% |
$2.13K - $2.21K
|
70
$3.22K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.91KNew |
$257K - $266K
|
5.91K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.65K+ 95.66% |
$202K - $210K
|
9.51K
$438K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.88KNew |
$125K - $130K
|
2.88K
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
55+ 2.02% |
$2.39K - $2.48K
|
2.78K
$128K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
168+ 1.8% |
$7.3K - $7.57K
|
9.5K
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
13New |
$565 - $586
|
13
$598
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
356New |
$15.5K - $16K
|
356
$16.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
247+ 1.8% |
$10.7K - $11.1K
|
14K
$642K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 2.34% |
$348 - $360
|
350
$16.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
182+ 3.34% |
$7.91K - $8.2K
|
5.63K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
645+ 32.82% |
$28K - $29.1K
|
2.61K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-360- 7.08% |
$15.6K - $16.2K
|
4.72K
$217K
|
|