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
May 13, 2025 Q1 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
30
New
$1.29K - $1.34K
30 $1.38K
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
30
+ 1.17%
$1.29K - $1.34K
2.58K $119K
May 15, 2025 Q1 2025
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
25
+ 0.14%
$1.07K - $1.12K
17.8K $818K
May 15, 2025 Q1 2025
Mariner, LLC

Overland Park, KS
BUY
 -
6
+ 0.05%
$258 - $268
11.2K $516K
May 15, 2025 Q1 2025
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
4
New
$172 - $179
4 $184
Apr 29, 2025 Q1 2025
Richard Bernstein Advisors LLC

BUY
 -
4
New
$172 - $179
4 $184
May 14, 2025 Q1 2025
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
1
New
$42.9 - $44.7
1 $46
Apr 25, 2025 Q1 2025
Northwest Wealth Management, LLC

BUY
 -
1
+ 0.02%
$42.9 - $44.7
4.81K $221K
Apr 17, 2025 Q1 2025
Halbert Hargrove Global Advisors, LLC

BUY
 -
1
+ 0.87%
$42.9 - $44.7
116 $5.33K
Q4 2024
Feb 18, 2025 Q4 2024
American Trust

Lexington, KY
BUY
 -
166K
New
$7.21M - $7.47M
166K $7.63M
Jan 29, 2025 Q4 2024
Life Planning Partners, Inc

BUY
 -
31.3K
New
$1.36M - $1.41M
31.3K $1.44M
Jan 30, 2025 Q4 2024
Congress Asset Management CO

BUY
 -
12.3K
New
$534K - $554K
12.3K $565K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
10.6K
New
$462K - $479K
10.6K $489K
Feb 13, 2025 Q4 2024
Zacks Investment Management

Chicago, IL
BUY
 -
7.44K
New
$323K - $335K
7.44K $342K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
5.91K
New
$257K - $266K
5.91K $272K
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.85K
New
$254K - $264K
5.85K $269K
Feb 13, 2025 Q4 2024
Scotia Capital Inc.

BUY
 -
5.48K
New
$238K - $247K
5.48K $252K
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
4.65K
+ 95.66%
$202K - $210K
9.51K $438K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
3.23K
New
$140K - $146K
3.23K $149K
Feb 06, 2025 Q4 2024
New Square Capital LLC

BUY
 -
2.88K
New
$125K - $130K
2.88K $132K
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.68K
+ 21.35%
$116K - $121K
15.2K $701K
Jan 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
2.47K
New
$107K - $111K
2.47K $113K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
2.04K
New
$88.6K - $91.9K
2.04K $93.8K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
1.93K
New
$83.9K - $87K
1.93K $88.9K
Jan 30, 2025 Q4 2024
Aveo Capital Partners, LLC

BUY
 -
1.06K
+ 2.57%
$46.1K - $47.8K
42.5K $1.95M
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
902
New
$39.2K - $40.6K
902 $41.5K
Jan 22, 2025 Q4 2024
Jim Saulnier & Associates, LLC

Fort Collins, CO
BUY
 -
886
+ 3.21%
$38.5K - $39.9K
28.5K $1.31M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
645
+ 32.82%
$28K - $29.1K
2.61K $120K
Feb 13, 2025 Q4 2024
Cache Tech Inc.

Logan, UT
BUY
 -
475
+ 10.19%
$20.6K - $21.4K
5.14K $236K
Feb 13, 2025 Q4 2024
Adams Wealth Management

BUY
 -
475
+ 10.19%
$20.6K - $21.4K
5.14K $236K
Feb 05, 2025 Q4 2024
Duncker Streett & CO Inc

BUY
 -
356
New
$15.5K - $16K
356 $16.4K
Feb 21, 2025 Q4 2024
Gould Capital, LLC

BUY
 -
300
+ 21.9%
$13K - $13.5K
1.67K $76.8K
Feb 04, 2025 Q4 2024
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
247
+ 1.8%
$10.7K - $11.1K
14K $642K
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
221
+ 1.24%
$9.6K - $9.96K
18.1K $831K
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
182
+ 3.34%
$7.91K - $8.2K
5.63K $259K
Feb 06, 2025 Q4 2024
Investment Partners, Ltd.

BUY
 -
168
+ 1.8%
$7.3K - $7.57K
9.5K $437K
Jul 14, 2025 Q4 2024
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
117
New
$5.08K - $5.27K
117 $5.38K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
102
+ 0.88%
$4.43K - $4.6K
11.7K $536K
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
89
+ 1.81%
$3.87K - $4.01K
5.02K $231K
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

BUY
 -
60
+ 0.85%
$2.61K - $2.7K
7.09K $326K
Feb 06, 2025 Q4 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
55
+ 2.02%
$2.39K - $2.48K
2.78K $128K
Jan 28, 2025 Q4 2024
Soa Wealth Advisors, Llc.

BUY
 -
42
+ 1.32%
$1.82K - $1.89K
3.23K $149K
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
33
+ 0.58%
$1.43K - $1.49K
5.7K $262K
Feb 18, 2025 Q4 2024
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
27
+ 1.78%
$1.17K - $1.22K
1.55K $71.1K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
22
+ 2.08%
$956 - $991
1.08K $49.7K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
13
New
$565 - $586
13 $598
Feb 04, 2025 Q4 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
8
+ 2.34%
$348 - $360
350 $16.1K
Jan 14, 2025 Q4 2024
Wolff Wiese Magana LLC

BUY
 -
8
+ 1.29%
$348 - $360
627 $28.8K
Feb 14, 2025 Q4 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
7
+ 1.88%
$304 - $315
379 $17.4K

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