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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68+ 1.21% |
$2.83K - $3.13K
|
5.67K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-421- 8.79% |
$17.5K - $19.4K
|
4.37K
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.77K+ 9.01% |
$73.5K - $81.4K
|
21.4K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29.1K- 23.04% |
$1.21M - $1.34M
|
97.2K
$4.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-337- 0.89% |
$14K - $15.5K
|
37.6K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-750- 78.95% |
$31.2K - $34.5K
|
200
$9.48K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.71% |
$83.1 - $92.1
|
284
$13.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
803+ 3.25% |
$33.4K - $37K
|
25.5K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-97- 5.88% |
$4.03K - $4.47K
|
1.55K
$73.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30.3K+ 2551.73% |
$1.26M - $1.39M
|
31.5K
$1.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-175- 0.67% |
$7.27K - $8.06K
|
25.9K
$1.23M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
26+ 0.53% |
$1.08K - $1.2K
|
4.91K
$233K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 1.71% |
$1.04K - $1.15K
|
1.49K
$70.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
364+ 7.05% |
$15.1K - $16.8K
|
5.53K
$262K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.77KNew |
$76K - $79.2K
|
1.77K
$84K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.6KClosed |
$456K - $475K
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
900New |
$38.6K - $40.2K
|
900
$42.7K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-446- 93.7% |
$19.1K - $19.9K
|
30
$1.42K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$172 - $179
|
4
$190
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
304+ 3.22% |
$13.1K - $13.6K
|
9.75K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-92- 0.57% |
$3.95K - $4.11K
|
16.1K
$764K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5KNew |
$215K - $224K
|
5K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-364- 5.9% |
$15.6K - $16.3K
|
5.81K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.24KNew |
$354K - $368K
|
8.24K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.71KNew |
$202K - $211K
|
4.71K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.04KNew |
$302K - $315K
|
7.04K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.18K- 81.2% |
$179K - $187K
|
968
$45.9K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-830- 13.48% |
$35.6K - $37.1K
|
5.33K
$252K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.14KNew |
$221K - $230K
|
5.14K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$1.29K - $1.34K
|
30
$1.42K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.8KNew |
$637K - $664K
|
14.8K
$704K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.15% |
$129 - $134
|
1.96K
$92.8K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-553- 7.37% |
$23.7K - $24.7K
|
6.96K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
305+ 1.69% |
$13.1K - $13.6K
|
18.3K
$868K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
70New |
$3.01K - $3.13K
|
70
$3.32K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
65New |
$2.79K - $2.91K
|
65
$3.08K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-999- 11.56% |
$42.9K - $44.7K
|
7.64K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34+ 0.7% |
$1.46K - $1.52K
|
4.87K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-379- 27.27% |
$16.3K - $16.9K
|
1.01K
$47.9K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.19KNew |
$51.1K - $53.2K
|
1.19K
$56.4K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-869- 13.72% |
$37.3K - $38.9K
|
5.47K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
209New |
$8.97K - $9.34K
|
209
$9.91K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
264New |
$11.3K - $11.8K
|
264
$12.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
369New |
$15.8K - $16.5K
|
369
$17.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.2KNew |
$51.5K - $53.7K
|
1.2K
$56.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.38KNew |
$145K - $151K
|
3.38K
$160K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.24KNew |
$53.1K - $55.3K
|
1.24K
$58.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-62- 0.04% |
$2.66K - $2.77K
|
160K
$7.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-262- 50.0% |
$11.2K - $11.7K
|
262
$12.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-786- 7.81% |
$33.7K - $35.1K
|
9.28K
$440K
|
|