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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.71KNew |
$202K - $211K
|
4.71K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.4K+ 5.36% |
$189K - $197K
|
86.5K
$3.98M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
4.03K+ 26.85% |
$173K - $180K
|
19K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.38KNew |
$145K - $151K
|
3.38K
$155K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2.58KNew |
$111K - $115K
|
2.58K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.49K+ 2.45% |
$107K - $111K
|
104K
$4.79M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.36KNew |
$101K - $106K
|
2.36K
$109K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.2K+ 24.96% |
$94.4K - $98.3K
|
11K
$506K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.88K+ 3.22% |
$80.5K - $83.9K
|
60.2K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.87K+ 340.62% |
$80.3K - $83.6K
|
2.42K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.79K+ 37.18% |
$76.8K - $79.9K
|
6.6K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 2.41% |
$75.7K - $78.8K
|
75K
$3.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.75K+ 1.3% |
$75.2K - $78.3K
|
136K
$6.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 8.91% |
$70.6K - $73.5K
|
20.1K
$924K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.54KNew |
$66K - $68.8K
|
1.54K
$70.7K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.53K+ 4.01% |
$65.8K - $68.5K
|
39.8K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.24KNew |
$53.1K - $55.3K
|
1.24K
$56.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.2KNew |
$51.5K - $53.7K
|
1.2K
$55.2K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 3.58% |
$51.1K - $53.2K
|
34.5K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.19KNew |
$51.1K - $53.2K
|
1.19K
$54.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.08K+ 2.1% |
$46.1K - $48.1K
|
52.2K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
983+ 5.29% |
$42.2K - $43.9K
|
19.6K
$899K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
900New |
$38.6K - $40.2K
|
900
$41.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
733+ 3.88% |
$31.5K - $32.8K
|
19.6K
$902K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
676+ 5.64% |
$29K - $30.2K
|
12.7K
$582K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
623+ 1.46% |
$26.7K - $27.9K
|
43.3K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
550+ 12.77% |
$23.6K - $24.6K
|
4.86K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
529+ 13.57% |
$22.7K - $23.7K
|
4.43K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
527+ 3.96% |
$22.6K - $23.6K
|
13.8K
$636K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
479+ 10.26% |
$20.6K - $21.4K
|
5.15K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
475+ 8.32% |
$20.4K - $21.2K
|
6.19K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
460+ 3.25% |
$19.7K - $20.6K
|
14.6K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
379+ 5.5% |
$16.3K - $16.9K
|
7.27K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
369New |
$15.8K - $16.5K
|
369
$17K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
305+ 1.69% |
$13.1K - $13.6K
|
18.3K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
304+ 3.22% |
$13.1K - $13.6K
|
9.75K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
264New |
$11.3K - $11.8K
|
264
$12.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
234New |
$10K - $10.5K
|
234
$10.8K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
209New |
$8.97K - $9.34K
|
209
$9.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
157+ 2.1% |
$6.74K - $7.02K
|
7.63K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
145+ 2.16% |
$6.22K - $6.48K
|
6.84K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
141+ 0.29% |
$6.05K - $6.3K
|
49.4K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
100+ 0.7% |
$4.29K - $4.47K
|
14.3K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
72+ 0.86% |
$3.09K - $3.22K
|
8.41K
$387K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
70New |
$3.01K - $3.13K
|
70
$3.22K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
65New |
$2.79K - $2.91K
|
65
$2.99K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
61+ 4.84% |
$2.62K - $2.73K
|
1.32K
$60.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
51+ 0.47% |
$2.19K - $2.28K
|
11K
$506K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 0.8% |
$2.15K - $2.24K
|
6.3K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34+ 0.7% |
$1.46K - $1.52K
|
4.87K
$224K
|