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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4KNew |
$144K - $158K
|
4K
$184K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.59K+ 5.17% |
$93.3K - $102K
|
52.7K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.3KNew |
$47K - $51.6K
|
1.3K
$59.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
765New |
$27.6K - $30.3K
|
765
$35.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
299+ 70.35% |
$10.8K - $11.8K
|
724
$33.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
142New |
$5.12K - $5.62K
|
142
$6.53K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
106New |
$3.82K - $4.19K
|
106
$4.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
79New |
$2.85K - $3.13K
|
79
$3.63K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
62New |
$2.24K - $2.45K
|
62
$2.85K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
33New |
$1.19K - $1.31K
|
33
$1.52K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
18.4KNew |
$672K - $750K
|
18.4K
$845K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.9KNew |
$545K - $609K
|
14.9K
$686K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
14.6K+ 12.83% |
$534K - $596K
|
128K
$5.91M
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.97KNew |
$72.1K - $80.4K
|
1.97K
$90.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.4KNew |
$51.2K - $57.1K
|
1.4K
$64.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.21K+ 21.76% |
$44.1K - $49.2K
|
6.75K
$310K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
590New |
$21.6K - $24.1K
|
590
$27.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
268+ 4.59% |
$9.8K - $10.9K
|
6.1K
$281K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
133+ 3.99% |
$4.86K - $5.43K
|
3.46K
$159K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$3.66K - $4.08K
|
100
$4.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20+ 0.57% |
$731 - $816
|
3.5K
$161K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10New |
$366 - $408
|
10
$460
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
4+ 0.06% |
$146 - $163
|
7K
$322K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 3.57% |
$36.6 - $40.8
|
29
$1.33K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.9KNew |
$1.11M - $1.24M
|
28.9K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.2KNew |
$542K - $610K
|
14.2K
$651K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.38KNew |
$129K - $145K
|
3.38K
$155K
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.24K+ 4.97% |
$85.7K - $96.4K
|
47.3K
$2.18M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
559New |
$21.4K - $24.1K
|
559
$25.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.31% |
$38.3 - $43.1
|
321
$14.8K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
62.5KNew |
$2.61M - $2.84M
|
62.5K
$2.87M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
9.1KNew |
$380K - $414K
|
9.1K
$419K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$48.6K - $52.9K
|
1.16K
$53.5K
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
368+ 5.92% |
$15.4K - $16.7K
|
6.58K
$303K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
26New |
$1.09K - $1.18K
|
26
$1.2K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
13.3KNew |
$593K - $612K
|
13.3K
$612K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.5KNew |
$649K - $666K
|
14.5K
$667K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.45KNew |
$65K - $66.7K
|
1.45K
$66.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55+ 1833.33% |
$2.46K - $2.53K
|
58
$2.67K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
14.1KNew |
$619K - $638K
|
14.1K
$650K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
223New |
$9.77K - $10.1K
|
223
$10.3K
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.02KNew |
$43.7K - $45K
|
1.02K
$46.9K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
200New |
$8.57K - $8.82K
|
200
$9.2K
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.47K+ 16.25% |
$50.1K - $60.3K
|
10.5K
$484K
|
|
| Q4 2019 | |||||||
|
Jan 31, 2020
Q4 2019
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6KNew |
$232K - $242K
|
6K
$276K
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.5KNew |
$195K - $209K
|
5.5K
$253K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
119KNew |
$4.44M - $4.55M
|
119K
$5.49M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.69KNew |
$249K - $255K
|
6.69K
$308K
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
750New |
$28.4K - $28.5K
|
750
$34.5K
|
|
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
122New |
$4.61K - $4.63K
|
122
$5.61K
|
|