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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.42KNew |
$210K - $221K
|
5.42K
$235K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-527- 7.7% |
$20.5K - $21.5K
|
6.31K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
34.3KNew |
$1.33M - $1.4M
|
34.3K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
625New |
$24.3K - $25.5K
|
625
$27.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$77.6 - $81.7
|
2
$86.8
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
51+ 45.95% |
$1.98K - $2.08K
|
162
$7.03K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.17K- 24.91% |
$123K - $130K
|
9.56K
$415K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-10- 0.18% |
$388 - $408
|
5.42K
$235K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$310 - $327
|
8
$347
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.13KNew |
$277K - $291K
|
7.13K
$309K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
35+ 0.67% |
$1.36K - $1.43K
|
5.22K
$227K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 1.09% |
$39.3 - $40.6
|
93
$4.04K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
173+ 6.2% |
$6.8K - $7.02K
|
2.96K
$129K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-1.67K- 14.37% |
$65.8K - $67.8K
|
9.97K
$433K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8.11KNew |
$319K - $329K
|
8.11K
$352K
|
|
| Q1 2023 | |||||||
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
339+ 2.47% |
$12.9K - $13.7K
|
14.1K
$611K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
323New |
$12.3K - $13.1K
|
323
$14K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.74KNew |
$219K - $232K
|
5.74K
$249K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-320- 0.96% |
$12.2K - $12.9K
|
32.9K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 6.77% |
$43.2K - $45.7K
|
15.6K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.36K- 28.04% |
$52K - $55.1K
|
3.49K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50.2K- 79.94% |
$1.92M - $2.03M
|
12.6K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
96New |
$3.67K - $3.88K
|
96
$4.17K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
490New |
$18.7K - $19.8K
|
490
$21.3K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1New |
$38.2 - $40.5
|
1
$43.4
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-230- 3.14% |
$8.79K - $9.3K
|
7.09K
$308K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 54.2% |
$38.2K - $40.5K
|
845
$36.7K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-16- 0.29% |
$611 - $647
|
5.46K
$237K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
472New |
$18K - $19.1K
|
472
$20.5K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.14K+ 11.02% |
$43.6K - $46.2K
|
11.5K
$499K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
17+ 3.1% |
$649 - $688
|
566
$24.6K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-354- 4.27% |
$13.5K - $14.3K
|
7.94K
$344K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-23.3KClosed |
$889K - $942K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.13KNew |
$119K - $126K
|
3.13K
$136K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.27% |
$38.2 - $40.5
|
80
$3.47K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
567+ 2.69% |
$21.7K - $22.9K
|
21.6K
$939K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-43- 0.35% |
$1.64K - $1.74K
|
12.2K
$530K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.89KNew |
$72.4K - $76.6K
|
1.89K
$82.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-5.85K- 40.11% |
$223K - $237K
|
8.73K
$379K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.14K- 27.47% |
$196K - $208K
|
13.6K
$589K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.27M- 99.32% |
$48.3M - $51.2M
|
8.7K
$377K
|
|
| Q4 2022 | |||||||
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.16KNew |
$222K - $244K
|
6.16K
$267K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.6K+ 834.3% |
$634K - $696K
|
19.7K
$855K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.3KNew |
$47K - $51.6K
|
1.3K
$56.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7- 4.64% |
$252 - $277
|
144
$6.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4KNew |
$144K - $158K
|
4K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
79New |
$2.85K - $3.13K
|
79
$3.43K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
299+ 70.35% |
$10.8K - $11.8K
|
724
$31.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.26KNew |
$190K - $208K
|
5.26K
$228K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.27MNew |
$45.6M - $50.1M
|
1.27M
$54.9M
|
|