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 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-346- 7.82% |
$14.4K - $15.9K
|
4.08K
$193K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-337- 0.89% |
$14K - $15.5K
|
37.6K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-318- 3.65% |
$13.2K - $14.6K
|
8.39K
$398K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-306- 1.66% |
$12.7K - $14.1K
|
18.1K
$858K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-265- 10.15% |
$11K - $12.2K
|
2.35K
$111K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-215- 33.49% |
$8.93K - $9.9K
|
427
$20.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-204- 0.6% |
$8.48K - $9.39K
|
34K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-195- 60.37% |
$8.1K - $8.98K
|
128
$6.07K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-180- 3.54% |
$7.48K - $8.29K
|
4.9K
$232K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-175- 0.67% |
$7.27K - $8.06K
|
25.9K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-172- 3.43% |
$7.15K - $7.92K
|
4.85K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-165- 1.82% |
$6.86K - $7.6K
|
8.88K
$421K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 0.83% |
$6.73K - $7.46K
|
19.4K
$919K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-116- 1.45% |
$4.82K - $5.34K
|
7.89K
$374K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-97- 5.88% |
$4.03K - $4.47K
|
1.55K
$73.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-76- 2.26% |
$3.16K - $3.5K
|
3.29K
$156K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-59- 1.05% |
$2.45K - $2.72K
|
5.54K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-54- 0.31% |
$2.24K - $2.49K
|
17.5K
$829K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-42- 8.28% |
$1.75K - $1.93K
|
465
$22K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-35- 0.24% |
$1.45K - $1.61K
|
14.3K
$677K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-31- 0.51% |
$1.29K - $1.43K
|
6.08K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-30- 1.16% |
$1.25K - $1.38K
|
2.55K
$121K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-26- 0.38% |
$1.08K - $1.2K
|
6.8K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17- 2.06% |
$706 - $783
|
809
$38.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-17- 0.19% |
$706 - $783
|
8.78K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 2.11% |
$416 - $460
|
465
$22K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-8- 0.77% |
$332 - $368
|
1.03K
$48.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6- 1.58% |
$249 - $276
|
373
$17.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 3.48% |
$166 - $184
|
111
$5.26K
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-42.3K- 87.14% |
$1.82M - $1.89M
|
6.25K
$296K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.6KClosed |
$456K - $475K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.18K- 81.2% |
$179K - $187K
|
968
$45.9K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-999- 11.56% |
$42.9K - $44.7K
|
7.64K
$362K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-869- 13.72% |
$37.3K - $38.9K
|
5.47K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-830- 13.48% |
$35.6K - $37.1K
|
5.33K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-786- 7.81% |
$33.7K - $35.1K
|
9.28K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-553- 7.37% |
$23.7K - $24.7K
|
6.96K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-446- 93.7% |
$19.1K - $19.9K
|
30
$1.42K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-379- 27.27% |
$16.3K - $16.9K
|
1.01K
$47.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-366- 4.18% |
$15.7K - $16.4K
|
8.39K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-364- 5.9% |
$15.6K - $16.3K
|
5.81K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-262- 50.0% |
$11.2K - $11.7K
|
262
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-92- 0.57% |
$3.95K - $4.11K
|
16.1K
$764K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-62- 0.04% |
$2.66K - $2.77K
|
160K
$7.59M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.15% |
$129 - $134
|
1.96K
$92.8K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.1K- 62.94% |
$612K - $635K
|
8.3K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.96K- 45.6% |
$259K - $269K
|
7.11K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.31K- 11.66% |
$56.7K - $58.8K
|
9.88K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-773- 6.32% |
$33.6K - $34.8K
|
11.5K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-360- 7.08% |
$15.6K - $16.2K
|
4.72K
$224K
|
|