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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29.1K- 23.04% |
$1.21M - $1.34M
|
97.2K
$4.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 20.48% |
$981K - $1.09M
|
91.6K
$4.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-750- 78.95% |
$31.2K - $34.5K
|
200
$9.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-443- 7.56% |
$18.4K - $20.4K
|
5.41K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-421- 8.79% |
$17.5K - $19.4K
|
4.37K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-337- 0.89% |
$14K - $15.5K
|
37.6K
$1.73M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-175- 0.67% |
$7.27K - $8.06K
|
25.9K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-97- 5.88% |
$4.03K - $4.47K
|
1.55K
$71.5K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-716K- 73.84% |
$30.7M - $32M
|
253K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-644K- 87.66% |
$27.7M - $28.8M
|
90.7K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-532K- 48.44% |
$22.8M - $23.8M
|
566K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-139K- 34.4% |
$5.95M - $6.19M
|
264K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-102K- 88.82% |
$4.36M - $4.55M
|
12.8K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-93.9K- 81.52% |
$4.03M - $4.2M
|
21.3K
$979K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-48.3K- 86.62% |
$2.08M - $2.16M
|
7.47K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43K- 13.51% |
$1.85M - $1.92M
|
275K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-42.3K- 87.14% |
$1.82M - $1.89M
|
6.25K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-41K- 57.57% |
$1.76M - $1.83M
|
30.2K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.5KClosed |
$1.27M - $1.32M
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 12.19% |
$787K - $820K
|
132K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.3K- 58.72% |
$786K - $819K
|
12.9K
$592K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-13.9K- 14.16% |
$596K - $621K
|
84.2K
$3.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.3K- 12.11% |
$483K - $503K
|
81.6K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.93K- 33.31% |
$383K - $399K
|
17.9K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.48K- 4.45% |
$278K - $290K
|
139K
$6.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.94K- 5.19% |
$212K - $221K
|
90.2K
$4.15M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.44K- 34.39% |
$191K - $199K
|
8.48K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.27K- 3.79% |
$183K - $191K
|
108K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.18K- 81.2% |
$179K - $187K
|
968
$44.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.61K- 33.62% |
$155K - $162K
|
7.14K
$328K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-3.49K- 9.97% |
$150K - $156K
|
31.5K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.31K- 18.33% |
$142K - $148K
|
14.8K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.31K- 27.84% |
$142K - $148K
|
8.57K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.3K- 27.87% |
$142K - $148K
|
8.55K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.22K- 25.28% |
$138K - $144K
|
9.51K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2.47K- 97.74% |
$106K - $110K
|
57
$2.62K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.47K- 10.92% |
$106K - $110K
|
20.1K
$926K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.38K- 11.1% |
$102K - $106K
|
19K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.29K- 3.81% |
$98.1K - $102K
|
57.7K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.7K- 9.94% |
$72.9K - $75.9K
|
15.4K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.61K- 8.83% |
$68.9K - $71.8K
|
16.6K
$762K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.48K- 8.93% |
$63.6K - $66.3K
|
15.1K
$695K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.47K- 6.82% |
$63.2K - $65.8K
|
20.1K
$924K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.47K- 2.08% |
$63.1K - $65.7K
|
69.1K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 15.43% |
$62.6K - $65.2K
|
7.99K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.35K- 12.85% |
$58K - $60.4K
|
9.16K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.3K- 12.6% |
$55.8K - $58.1K
|
9.02K
$415K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 2.47% |
$48K - $49.9K
|
44.2K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 9.11% |
$44.1K - $46K
|
10.3K
$471K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-999- 11.56% |
$42.9K - $44.7K
|
7.64K
$351K
|
|