Latest Institutional Purchases of Ishares Tr Core Moderate Alloc (AOM)
This list provides information on the latest institutional transactions involving Ishares Tr Core Moderate Alloc (AOM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30.3K+ 2551.73% |
$1.26M - $1.39M
|
31.5K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.39KNew |
$224K - $248K
|
5.39K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.05KNew |
$85.1K - $94.2K
|
2.05K
$94.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.77K+ 9.01% |
$73.5K - $81.4K
|
21.4K
$985K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.13KNew |
$47K - $52K
|
1.13K
$52K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
891+ 85.18% |
$37K - $41K
|
1.94K
$89.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
803+ 3.25% |
$33.4K - $37K
|
25.5K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
598+ 3.79% |
$24.8K - $27.5K
|
16.4K
$754K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
540+ 3.09% |
$22.4K - $24.9K
|
18K
$829K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
457+ 7.53% |
$19K - $21K
|
6.53K
$300K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
364+ 7.05% |
$15.1K - $16.8K
|
5.53K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
238+ 6.49% |
$9.89K - $11K
|
3.91K
$180K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68+ 1.21% |
$2.83K - $3.13K
|
5.67K
$261K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
26+ 0.53% |
$1.08K - $1.2K
|
4.91K
$226K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 1.71% |
$1.04K - $1.15K
|
1.49K
$68.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
15+ 0.07% |
$623 - $691
|
22K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.09% |
$332 - $368
|
8.77K
$403K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.19% |
$291 - $322
|
3.63K
$167K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.71% |
$83.1 - $92.1
|
284
$13.1K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
70.9KNew |
$3.04M - $3.17M
|
70.9K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70K+ 19.6% |
$3M - $3.13M
|
427K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.8K+ 64.7% |
$2.61M - $2.72M
|
155K
$7.11M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.5K+ 4.79% |
$1.95M - $2.03M
|
995K
$45.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.1K+ 93.32% |
$1.68M - $1.75M
|
80.9K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.5K+ 61.75% |
$1.05M - $1.1M
|
64.2K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.1K+ 7.51% |
$822K - $856K
|
274K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18.9K+ 87.15% |
$811K - $844K
|
40.6K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.6K+ 173.07% |
$800K - $833K
|
29.4K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.4K+ 169.61% |
$703K - $732K
|
26K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16K+ 16.83% |
$688K - $716K
|
111K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.7K+ 203.07% |
$674K - $702K
|
23.4K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.8KNew |
$637K - $664K
|
14.8K
$683K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.1K+ 70.15% |
$606K - $631K
|
34.2K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 5.98% |
$482K - $501K
|
199K
$9.15M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.4KNew |
$447K - $465K
|
10.4K
$478K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9.14KNew |
$393K - $409K
|
9.14K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.41K+ 98.51% |
$361K - $376K
|
16.9K
$779K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.36K+ 12.28% |
$359K - $374K
|
76.5K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.24KNew |
$354K - $368K
|
8.24K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
8.03KNew |
$345K - $359K
|
8.03K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.04KNew |
$302K - $315K
|
7.04K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.68K+ 74.99% |
$287K - $299K
|
15.6K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.48KNew |
$278K - $290K
|
6.48K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.95KNew |
$255K - $266K
|
5.95K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.93K+ 2.16% |
$255K - $265K
|
280K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5.86K+ 10.76% |
$252K - $262K
|
60.3K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.47KNew |
$235K - $244K
|
5.47K
$251K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.14KNew |
$221K - $230K
|
5.14K
$236K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5KNew |
$215K - $224K
|
5K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.91K+ 24.69% |
$211K - $219K
|
24.8K
$1.14M
|
|