Latest Institutional Purchases of Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

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
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3
+ 0.81%
$128 - $136
372 $16.3K
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
3
+ 0.71%
$128 - $136
427 $18.8K
Oct 16, 2024 Q3 2024
Wolff Wiese Magana LLC

BUY
 -
3
+ 0.49%
$128 - $136
619 $27.2K
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
3
+ 0.16%
$128 - $136
1.89K $82.9K
Nov 06, 2024 Q3 2024
Archer Investment Corp

BUY
 -
2
+ 0.32%
$85.3 - $90.4
619 $27.2K
Nov 04, 2024 Q3 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1
+ 0.01%
$42.7 - $45.2
7.46K $328K
Oct 30, 2024 Q3 2024
Capital Investment Advisory Services, LLC

BUY
 -
1
+ 0.01%
$42.7 - $45.2
8.31K $365K
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
1
+ 0.85%
$42.7 - $45.2
119 $5.23K
Oct 24, 2024 Q3 2024
Bay Harbor Wealth Management, LLC

BUY
 -
1
+ 0.01%
$42.7 - $45.2
7.86K $345K
Oct 24, 2024 Q3 2024
Concord Wealth Partners

BUY
 -
1
+ 0.55%
$42.7 - $45.2
182 $8K
Oct 15, 2024 Q3 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
64.1K
+ 2.41%
$2.64M - $2.77M
2.73M $120M
Aug 14, 2024 Q2 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
27K
New
$1.11M - $1.17M
27K $1.19M
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

BUY
 -
11.4K
New
$470K - $494K
11.4K $502K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
7.78K
New
$320K - $337K
7.78K $342K
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
6.34K
New
$261K - $274K
6.34K $278K
Jul 15, 2024 Q2 2024
Roman Butler Fullerton & CO

BUY
 -
4.62K
New
$190K - $200K
4.62K $203K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
676
New
$27.8K - $29.2K
676 $29.7K
Aug 02, 2024 Q2 2024
United Community Bank

Greenville, SC
BUY
 -
500
New
$20.6K - $21.6K
500 $22K
Aug 14, 2024 Q2 2024
Laffer Tengler Investments

Nashville, TN
BUY
 -
363
New
$14.9K - $15.7K
363 $16K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
250
+ 155.28%
$10.3K - $10.8K
411 $18.1K
Jul 18, 2024 Q2 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
180
New
$7.41K - $7.79K
180 $7.91K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
168
New
$6.92K - $7.27K
168 $7.38K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
112
New
$4.61K - $4.84K
112 $4.92K
Jul 29, 2024 Q2 2024
West End Advisors, LLC

BUY
 -
90
New
$3.71K - $3.89K
90 $3.95K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
10
New
$412 - $433
10 $439
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
3
New
$124 - $130
3 $132
Aug 14, 2024 Q2 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1
+ 0.2%
$41.2 - $43.3
499 $21.9K
Q1 2024
May 06, 2024 Q1 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
127K
New
$5.19M - $5.43M
127K $5.58M
Apr 22, 2024 Q1 2024
Retireful, LLC

BUY
 -
77.4K
New
$3.16M - $3.31M
77.4K $3.4M
Apr 08, 2024 Q1 2024
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
6.22K
New
$254K - $266K
6.22K $273K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
4.94K
+ 13.0%
$202K - $211K
43K $1.89M
Jun 11, 2024 Q1 2024
American Trust

Lexington, KY
BUY
 -
480
+ 5.78%
$19.6K - $20.5K
8.79K $386K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
303
New
$12.4K - $13K
303 $13.3K
Apr 05, 2024 Q1 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
200
New
$8.17K - $8.56K
200 $8.79K
May 15, 2024 Q1 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
8
+ 2.4%
$327 - $342
342 $15K
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
1
New
$40.9 - $42.8
1 $43.9
Q4 2023
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

BUY
 -
112K
New
$4.24M - $4.69M
112K $4.93M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
80.5K
New
$3.05M - $3.36M
80.5K $3.54M
Feb 05, 2024 Q4 2023
Win Advisors, Inc

BUY
 -
35.2K
New
$1.33M - $1.47M
35.2K $1.54M
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
32.8K
New
$1.24M - $1.37M
32.8K $1.44M
Feb 06, 2024 Q4 2023
Paragon Advisors, LLC

BUY
 -
21.2K
+ 29.12%
$803K - $887K
94.1K $4.14M
Jan 31, 2024 Q4 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
11K
New
$416K - $460K
11K $483K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
8.27K
New
$313K - $346K
8.27K $363K
Feb 14, 2024 Q4 2023
Zacks Investment Management

Chicago, IL
BUY
 -
7.74K
New
$293K - $323K
7.74K $340K
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
7.74K
New
$293K - $323K
7.74K $340K
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
7.33K
New
$277K - $306K
7.33K $322K
Feb 13, 2024 Q4 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
7.03K
New
$266K - $294K
7.03K $309K
Feb 15, 2024 Q4 2023
Encompass More Asset Management

Danville, CA
BUY
 -
5.53K
New
$209K - $231K
5.53K $243K

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