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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50.2K- 79.94% |
$1.92M - $2.03M
|
12.6K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
96New |
$3.67K - $3.88K
|
96
$4.55K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-320- 0.96% |
$12.2K - $12.9K
|
32.9K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
490New |
$18.7K - $19.8K
|
490
$23.2K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1New |
$38.2 - $40.5
|
1
$47.4
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-230- 3.14% |
$8.79K - $9.3K
|
7.09K
$336K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 54.2% |
$38.2K - $40.5K
|
845
$40.1K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
472New |
$18K - $19.1K
|
472
$22.4K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.14K+ 11.02% |
$43.6K - $46.2K
|
11.5K
$545K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-16- 0.29% |
$611 - $647
|
5.46K
$259K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.13KNew |
$119K - $126K
|
3.13K
$148K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-23.3KClosed |
$889K - $942K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-354- 4.27% |
$13.5K - $14.3K
|
7.94K
$376K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.27% |
$38.2 - $40.5
|
80
$3.79K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
567+ 2.69% |
$21.7K - $22.9K
|
21.6K
$1.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-43- 0.35% |
$1.64K - $1.74K
|
12.2K
$579K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.89KNew |
$72.4K - $76.6K
|
1.89K
$89.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-5.85K- 40.11% |
$223K - $237K
|
8.73K
$414K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.14K- 27.47% |
$196K - $208K
|
13.6K
$644K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.27M- 99.32% |
$48.3M - $51.2M
|
8.7K
$412K
|
|
| Q4 2022 | |||||||
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.16KNew |
$222K - $244K
|
6.16K
$292K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.6K+ 834.3% |
$634K - $696K
|
19.7K
$934K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7- 4.64% |
$252 - $277
|
144
$6.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4KNew |
$144K - $158K
|
4K
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
79New |
$2.85K - $3.13K
|
79
$3.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.26KNew |
$190K - $208K
|
5.26K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
299+ 70.35% |
$10.8K - $11.8K
|
724
$34.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-722- 9.44% |
$26K - $28.6K
|
6.93K
$328K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
5.31KNew |
$191K - $210K
|
5.31K
$252K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
35.7KNew |
$1.29M - $1.41M
|
35.7K
$1.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
765New |
$27.6K - $30.3K
|
765
$36.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
11.8KNew |
$425K - $467K
|
11.8K
$559K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
106New |
$3.82K - $4.19K
|
106
$5.03K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-345- 43.13% |
$12.4K - $13.7K
|
455
$21.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
42KNew |
$1.51M - $1.66M
|
42K
$1.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.59K+ 5.17% |
$93.3K - $102K
|
52.7K
$2.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.9KNew |
$2.41M - $2.65M
|
66.9K
$3.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
42KNew |
$1.51M - $1.66M
|
42K
$1.99M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
142New |
$5.12K - $5.62K
|
142
$6.73K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
62New |
$2.24K - $2.45K
|
62
$2.94K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
33New |
$1.19K - $1.31K
|
33
$1.56K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
14.6K+ 12.83% |
$534K - $596K
|
128K
$6.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.4KNew |
$51.2K - $57.1K
|
1.4K
$66.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10New |
$366 - $408
|
10
$474
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
133+ 3.99% |
$4.86K - $5.43K
|
3.46K
$164K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
590New |
$21.6K - $24.1K
|
590
$28K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.21K+ 21.76% |
$44.1K - $49.2K
|
6.75K
$320K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.9KNew |
$545K - $609K
|
14.9K
$707K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-537- 57.19% |
$19.6K - $21.9K
|
402
$19.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
18.4KNew |
$672K - $750K
|
18.4K
$871K
|
|