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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-410- 3.14% |
$17.5K - $18.5K
|
12.6K
$556K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-401- 12.83% |
$17.1K - $18.1K
|
2.73K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-393- 2.19% |
$16.8K - $17.8K
|
17.6K
$773K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-390- 8.01% |
$16.6K - $17.6K
|
4.48K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-345- 14.94% |
$14.7K - $15.6K
|
1.97K
$86.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-300- 4.27% |
$12.8K - $13.6K
|
6.72K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-291- 8.36% |
$12.4K - $13.1K
|
3.19K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-283- 2.12% |
$12.1K - $12.8K
|
13.1K
$575K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-272- 5.3% |
$11.6K - $12.3K
|
4.86K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-271- 5.35% |
$11.6K - $12.2K
|
4.8K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-268- 3.09% |
$11.4K - $12.1K
|
8.42K
$370K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-268- 1.37% |
$11.4K - $12.1K
|
19.3K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-227- 3.85% |
$9.68K - $10.3K
|
5.67K
$249K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-227- 0.23% |
$9.68K - $10.3K
|
96.7K
$4.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-214- 1.88% |
$9.13K - $9.67K
|
11.2K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-208- 2.54% |
$8.87K - $9.4K
|
7.99K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-132- 4.22% |
$5.63K - $5.96K
|
3K
$132K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-131- 0.9% |
$5.59K - $5.92K
|
14.4K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-125- 2.15% |
$5.33K - $5.65K
|
5.69K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-115- 2.3% |
$4.91K - $5.2K
|
4.88K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-107- 1.13% |
$4.56K - $4.83K
|
9.32K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-102- 7.88% |
$4.35K - $4.61K
|
1.19K
$52.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-94- 1.4% |
$4.01K - $4.25K
|
6.64K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-83- 24.78% |
$3.54K - $3.75K
|
252
$11.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-83- 0.13% |
$3.54K - $3.75K
|
65.9K
$2.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-82- 1.73% |
$3.5K - $3.7K
|
4.66K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-82- 1.73% |
$3.5K - $3.7K
|
4.66K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-74- 0.39% |
$3.16K - $3.34K
|
18.8K
$826K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-54- 0.76% |
$2.3K - $2.44K
|
7.09K
$312K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-43- 0.58% |
$1.83K - $1.94K
|
7.37K
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-42- 0.28% |
$1.79K - $1.9K
|
15.2K
$668K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-41- 73.21% |
$1.75K - $1.85K
|
15
$660
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-27- 0.36% |
$1.15K - $1.22K
|
7.53K
$331K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-20- 1.44% |
$853 - $904
|
1.37K
$60.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-17- 0.17% |
$725 - $768
|
10K
$442K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14- 0.02% |
$597 - $633
|
60.9K
$2.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.08% |
$213 - $226
|
5.95K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.55% |
$42.7 - $45.2
|
180
$7.92K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.04K- 52.78% |
$84K - $88.2K
|
1.83K
$80.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.62K- 7.32% |
$66.8K - $70.2K
|
20.6K
$904K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 31.05% |
$57K - $59.9K
|
3.07K
$135K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.04K- 18.17% |
$42.9K - $45.1K
|
4.69K
$206K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-906- 8.5% |
$37.3K - $39.2K
|
9.75K
$429K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-522Closed |
$21.5K - $22.6K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-44- 0.79% |
$1.81K - $1.9K
|
5.56K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23- 88.46% |
$947 - $995
|
3
$132
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7- 1.37% |
$288 - $303
|
503
$22.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.01% |
$41.2 - $43.3
|
9.99K
$439K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-8.21K- 93.02% |
$336K - $351K
|
616
$27.1K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5.53K- 33.94% |
$226K - $237K
|
10.8K
$474K
|
|