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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-158K- 27.9% |
$6.57M - $7.28M
|
408K
$19.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-66.5K- 93.75% |
$2.76M - $3.06M
|
4.43K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-31K- 48.34% |
$1.29M - $1.43M
|
33.1K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29.1K- 23.04% |
$1.21M - $1.34M
|
97.2K
$4.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 20.48% |
$981K - $1.09M
|
91.6K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.8K- 37.74% |
$905K - $1M
|
35.9K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 51.93% |
$744K - $825K
|
16.6K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.5K- 14.91% |
$562K - $623K
|
77.2K
$3.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-12.5K- 41.34% |
$519K - $575K
|
17.7K
$839K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.31K- 64.89% |
$345K - $382K
|
4.49K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.34K- 8.99% |
$305K - $338K
|
74.3K
$3.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.29K- 31.25% |
$261K - $289K
|
13.8K
$656K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.12K- 29.26% |
$254K - $282K
|
14.8K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.82K- 0.48% |
$200K - $222K
|
991K
$47M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.93K- 9.29% |
$122K - $135K
|
28.6K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.89K- 25.89% |
$120K - $133K
|
8.27K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.52K- 0.9% |
$104K - $116K
|
278K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.28K- 0.9% |
$94.9K - $105K
|
251K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.09K- 14.29% |
$86.8K - $96.2K
|
12.5K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.06K- 85.32% |
$85.8K - $95K
|
355
$16.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.78K- 18.71% |
$74K - $82K
|
7.73K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.69K- 2.81% |
$70.2K - $77.8K
|
58.5K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.63K- 25.12% |
$67.6K - $74.9K
|
4.85K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-1.58K- 94.31% |
$65.4K - $72.5K
|
95
$4.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.46K- 8.61% |
$60.6K - $67.1K
|
15.5K
$734K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.34K- 56.86% |
$55.8K - $61.8K
|
1.02K
$48.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.3K- 8.34% |
$54K - $59.9K
|
14.3K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.12K- 2.15% |
$46.6K - $51.6K
|
51.1K
$2.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-913- 18.8% |
$37.9K - $42K
|
3.94K
$187K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-886- 8.05% |
$36.8K - $40.8K
|
10.1K
$480K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-854- 3.0% |
$35.5K - $39.3K
|
27.7K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-840- 12.04% |
$34.9K - $38.7K
|
6.14K
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-821- 6.18% |
$34.1K - $37.8K
|
12.5K
$591K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-750- 78.95% |
$31.2K - $34.5K
|
200
$9.48K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-731- 3.58% |
$30.4K - $33.7K
|
19.7K
$934K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-724- 1.64% |
$30.1K - $33.3K
|
43.5K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-643- 10.39% |
$26.7K - $29.6K
|
5.54K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-599- 7.02% |
$24.9K - $27.6K
|
7.94K
$376K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-578- 4.18% |
$24K - $26.6K
|
13.2K
$628K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-571- 17.68% |
$23.7K - $26.3K
|
2.66K
$126K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-563- 3.22% |
$23.4K - $25.9K
|
16.9K
$803K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-536- 40.54% |
$22.3K - $24.7K
|
786
$37.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-531- 22.0% |
$22.1K - $24.4K
|
1.88K
$89.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-471- 2.84% |
$19.6K - $21.7K
|
16.1K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-468- 4.49% |
$19.4K - $21.5K
|
9.95K
$472K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-443- 7.56% |
$18.4K - $20.4K
|
5.41K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-438- 5.58% |
$18.2K - $20.2K
|
7.41K
$351K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-421- 8.79% |
$17.5K - $19.4K
|
4.37K
$207K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-398- 0.52% |
$16.5K - $18.3K
|
76.1K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-347- 4.3% |
$14.4K - $16K
|
7.71K
$366K
|