Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.7K- 14.45% |
$682K - $707K
|
92.9K
$4.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3K- 25.52% |
$130K - $135K
|
8.76K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.76K- 16.5% |
$76.3K - $79.2K
|
8.89K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.5K- 4.81% |
$65.1K - $67.5K
|
29.6K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.06K- 24.33% |
$45.9K - $47.6K
|
3.29K
$144K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-900- 3.27% |
$39.1K - $40.5K
|
26.6K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-501- 0.7% |
$21.8K - $22.6K
|
70.6K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-476- 2.64% |
$20.7K - $21.4K
|
17.5K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-298- 5.77% |
$12.9K - $13.4K
|
4.87K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-191- 0.9% |
$8.3K - $8.6K
|
21.1K
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-72- 4.32% |
$3.13K - $3.24K
|
1.59K
$70.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24- 0.29% |
$1.04K - $1.08K
|
8.36K
$368K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- -0.0% |
$86.9 - $90.1
|
92.4K
$4.06M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-113K- 78.51% |
$4.82M - $5.11M
|
30.9K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-34.5K- 29.99% |
$1.47M - $1.56M
|
80.6K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.9K- 10.07% |
$892K - $944K
|
187K
$8.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-18.9K- 99.38% |
$806K - $853K
|
117
$5.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 4.97% |
$791K - $838K
|
355K
$15.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.9K- 9.15% |
$635K - $673K
|
148K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-13.3K- 31.35% |
$565K - $599K
|
29K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13K- 18.01% |
$556K - $589K
|
59.3K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.68K- 2.57% |
$327K - $347K
|
291K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.36K- 56.29% |
$314K - $333K
|
5.72K
$251K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5K- 12.98% |
$213K - $226K
|
33.5K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.52K- 10.59% |
$193K - $204K
|
38.2K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.52K- 2.83% |
$193K - $204K
|
155K
$6.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.51K- 7.55% |
$192K - $204K
|
55.2K
$2.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.03K- 22.76% |
$172K - $182K
|
13.7K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.9K- 2.27% |
$166K - $176K
|
168K
$7.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 14.62% |
$148K - $157K
|
20.2K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.84K- 22.31% |
$121K - $128K
|
9.88K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 19.78% |
$119K - $126K
|
11.3K
$496K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.74K- 6.25% |
$117K - $124K
|
41.1K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.88K- 10.93% |
$80.2K - $85K
|
15.3K
$674K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.82K- 6.23% |
$77.5K - $82.1K
|
27.3K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.63K- 5.51% |
$69.4K - $73.5K
|
27.9K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.52K- 10.44% |
$64.9K - $68.7K
|
13K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.31K- 16.78% |
$55.7K - $59K
|
6.47K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.13K- 12.54% |
$48K - $50.9K
|
7.85K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.01K- 9.3% |
$43.3K - $45.8K
|
9.89K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1K- 12.47% |
$42.7K - $45.3K
|
7.03K
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-885- 6.19% |
$37.8K - $40K
|
13.4K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-859- 6.56% |
$36.6K - $38.8K
|
12.2K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-761- 3.21% |
$32.5K - $34.4K
|
23K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-756- 33.25% |
$32.3K - $34.2K
|
1.52K
$66.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-650- 27.32% |
$27.7K - $29.4K
|
1.73K
$76K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-578- 10.21% |
$24.7K - $26.1K
|
5.08K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-527- 0.54% |
$22.5K - $23.8K
|
97.2K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-521- 25.69% |
$22.2K - $23.5K
|
1.51K
$66.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-415- 8.36% |
$17.7K - $18.7K
|
4.55K
$200K
|
|