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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-527- 8.03% |
$19.9K - $22K
|
6.04K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14New |
$530 - $585
|
14
$664
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-378- 40.65% |
$14.3K - $15.8K
|
552
$26.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 300.0% |
$113 - $125
|
4
$190
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-945- 8.89% |
$35.7K - $39.5K
|
9.69K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.03KNew |
$266K - $294K
|
7.03K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.5KNew |
$3.05M - $3.36M
|
80.5K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.27KNew |
$313K - $346K
|
8.27K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
230New |
$8.7K - $9.61K
|
230
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.5KNew |
$208K - $230K
|
5.5K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
75New |
$2.84K - $3.13K
|
75
$3.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.94K+ 6.03% |
$73.5K - $81.1K
|
34.1K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
145+ 2.32% |
$5.49K - $6.06K
|
6.4K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
21.2K+ 29.12% |
$803K - $887K
|
94.1K
$4.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-232- 28.05% |
$8.78K - $9.69K
|
595
$28.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.49K- 33.03% |
$94.1K - $104K
|
5.05K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-17- 3.79% |
$643 - $710
|
432
$20.5K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
159+ 1.43% |
$6.01K - $6.64K
|
11.3K
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
35.2KNew |
$1.33M - $1.47M
|
35.2K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
11KNew |
$416K - $460K
|
11K
$522K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-180- 40.0% |
$6.81K - $7.52K
|
270
$12.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
882New |
$33.4K - $36.8K
|
882
$41.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
407New |
$15.4K - $17K
|
407
$19.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.88% |
$113 - $125
|
163
$7.73K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
619+ 2.03% |
$23.4K - $25.9K
|
31.2K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.74KNew |
$293K - $323K
|
7.74K
$367K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$75.7 - $83.6
|
2
$94.8
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 5.7% |
$567 - $627
|
248
$11.8K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
502New |
$19.5K - $20.5K
|
502
$23.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
209New |
$8.11K - $8.54K
|
209
$9.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.5KNew |
$681K - $716K
|
17.5K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-76.4K- 28.27% |
$2.97M - $3.12M
|
194K
$9.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-527- 7.7% |
$20.5K - $21.5K
|
6.31K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.42KNew |
$210K - $221K
|
5.42K
$257K
|
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
34.3KNew |
$1.33M - $1.4M
|
34.3K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
625New |
$24.3K - $25.5K
|
625
$29.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$77.6 - $81.7
|
2
$94.8
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.17K- 24.91% |
$123K - $130K
|
9.56K
$453K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-10- 0.18% |
$388 - $408
|
5.42K
$257K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$310 - $327
|
8
$379
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.13KNew |
$277K - $291K
|
7.13K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
35+ 0.67% |
$1.36K - $1.43K
|
5.22K
$248K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 1.09% |
$39.3 - $40.6
|
93
$4.41K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
173+ 6.2% |
$6.8K - $7.02K
|
2.96K
$141K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8.11KNew |
$319K - $329K
|
8.11K
$384K
|
|
| Q1 2023 | |||||||
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
339+ 2.47% |
$12.9K - $13.7K
|
14.1K
$667K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
323New |
$12.3K - $13.1K
|
323
$15.3K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.74KNew |
$219K - $232K
|
5.74K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 6.77% |
$43.2K - $45.7K
|
15.6K
$738K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.36K- 28.04% |
$52K - $55.1K
|
3.49K
$166K
|
|