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 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
14.1KNew |
$619K - $638K
|
14.1K
$607K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
223New |
$9.77K - $10.1K
|
223
$9.58K
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.02KNew |
$43.7K - $45K
|
1.02K
$43.8K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
200New |
$8.57K - $8.82K
|
200
$8.59K
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.47K+ 16.25% |
$50.1K - $60.3K
|
10.5K
$452K
|
|
| Q4 2019 | |||||||
|
Jan 31, 2020
Q4 2019
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6KNew |
$232K - $242K
|
6K
$258K
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.5KNew |
$195K - $209K
|
5.5K
$236K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
119KNew |
$4.44M - $4.55M
|
119K
$5.13M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.69KNew |
$249K - $255K
|
6.69K
$287K
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
750New |
$28.4K - $28.5K
|
750
$32.2K
|
|
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
122New |
$4.61K - $4.63K
|
122
$5.24K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$37.8 - $38
|
1
$42.9
|
|
| Q1 2016 | |||||||
|
Sep 22, 2017
Q1 2016
|
Allen Investment Management LLC
|
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$1.04M
|
|