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 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
268KNew |
$11.1M - $12.3M
|
268K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
85.2K+ 452.08% |
$3.54M - $3.92M
|
104K
$4.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
75.9K+ 17.78% |
$3.16M - $3.5M
|
503K
$23.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.5K+ 441.91% |
$1.56M - $1.72M
|
45.9K
$2.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30.3K+ 2551.73% |
$1.26M - $1.39M
|
31.5K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
27.3KNew |
$1.14M - $1.26M
|
27.3K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3K+ 69.05% |
$844K - $935K
|
49.7K
$2.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.8K+ 18.26% |
$822K - $910K
|
128K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.2K+ 77.73% |
$756K - $838K
|
41.6K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.8K+ 6.74% |
$739K - $819K
|
282K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.9K+ 176.3% |
$661K - $732K
|
24.9K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.8KNew |
$533K - $590K
|
12.8K
$593K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 15.46% |
$520K - $576K
|
93.4K
$4.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.2KNew |
$508K - $563K
|
12.2K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 170.76% |
$506K - $561K
|
19.3K
$894K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12KNew |
$500K - $554K
|
12K
$557K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2K+ 7.26% |
$466K - $517K
|
166K
$7.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2K+ 149.62% |
$464K - $514K
|
18.6K
$863K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.9K+ 9.81% |
$454K - $503K
|
122K
$5.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.58KNew |
$398K - $441K
|
9.58K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.16K+ 30.91% |
$381K - $422K
|
38.8K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
8.75K+ 10.39% |
$364K - $403K
|
93K
$4.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
8.15K+ 13.5% |
$338K - $375K
|
68.5K
$3.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.96KNew |
$289K - $321K
|
6.96K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.35K+ 2.32% |
$264K - $292K
|
280K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.89KNew |
$245K - $271K
|
5.89K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.51K+ 35.85% |
$229K - $254K
|
20.9K
$967K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.39KNew |
$224K - $248K
|
5.39K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.36KNew |
$223K - $247K
|
5.36K
$248K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.1K+ 28.56% |
$212K - $235K
|
23K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5KNew |
$208K - $230K
|
5K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.95K+ 39.14% |
$206K - $228K
|
17.6K
$815K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.89KNew |
$203K - $225K
|
4.89K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.8K+ 3.52% |
$199K - $221K
|
141K
$6.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.68KNew |
$195K - $216K
|
4.68K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.47KNew |
$186K - $206K
|
4.47K
$207K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.38KNew |
$182K - $202K
|
4.38K
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.36KNew |
$181K - $201K
|
4.36K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.25K+ 33.03% |
$177K - $196K
|
17.1K
$793K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.07K+ 16.43% |
$169K - $187K
|
28.8K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.45K+ 8.66% |
$143K - $159K
|
43.2K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.25K+ 12.48% |
$135K - $149K
|
29.3K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.02K+ 19.79% |
$125K - $139K
|
18.3K
$845K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.98K+ 3.45% |
$124K - $137K
|
89.5K
$4.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.64K+ 48.36% |
$110K - $122K
|
8.11K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.63K+ 6.07% |
$109K - $121K
|
46K
$2.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.57K+ 1.84% |
$107K - $118K
|
142K
$6.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.51K+ 2.41% |
$104K - $116K
|
107K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.45K+ 26.8% |
$102K - $113K
|
11.6K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.24K+ 2.98% |
$93.1K - $103K
|
77.3K
$3.58M
|