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 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 9.3% |
$16.3K - $17.1K
|
3.9K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-354- 1.0% |
$14.5K - $15.1K
|
35.1K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-300- 5.07% |
$12.3K - $12.8K
|
5.62K
$247K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-100- 1.12% |
$4.09K - $4.28K
|
8.82K
$388K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-96- 1.88% |
$3.92K - $4.11K
|
5.02K
$221K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-50- 0.92% |
$2.04K - $2.14K
|
5.4K
$238K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.35K- 20.88% |
$127K - $140K
|
12.7K
$558K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.49K- 33.03% |
$94.1K - $104K
|
5.05K
$222K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.04K- 86.12% |
$39.2K - $43.3K
|
167
$7.34K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-945- 8.89% |
$35.7K - $39.5K
|
9.69K
$426K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-527- 8.03% |
$19.9K - $22K
|
6.04K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-378- 40.65% |
$14.3K - $15.8K
|
552
$24.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-319- 30.7% |
$12.1K - $13.3K
|
720
$31.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-232- 28.05% |
$8.78K - $9.69K
|
595
$26.2K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-180- 40.0% |
$6.81K - $7.52K
|
270
$11.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-17- 3.79% |
$643 - $710
|
432
$19K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 5.7% |
$567 - $627
|
248
$10.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-76.4K- 28.27% |
$2.97M - $3.12M
|
194K
$8.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.17K- 24.91% |
$123K - $130K
|
9.56K
$421K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-527- 7.7% |
$20.5K - $21.5K
|
6.31K
$278K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 5.0% |
$970 - $1.02K
|
475
$20.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-10- 0.18% |
$388 - $408
|
5.42K
$238K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-1.67K- 14.37% |
$65.8K - $67.8K
|
9.97K
$439K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.27M- 99.32% |
$48.3M - $51.2M
|
8.7K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50.2K- 79.94% |
$1.92M - $2.03M
|
12.6K
$554K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-23.3KClosed |
$889K - $942K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-5.85K- 40.11% |
$223K - $237K
|
8.73K
$384K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.14K- 27.47% |
$196K - $208K
|
13.6K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.36K- 28.04% |
$52K - $55.1K
|
3.49K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 6.77% |
$43.2K - $45.7K
|
15.6K
$685K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 54.2% |
$38.2K - $40.5K
|
845
$37.2K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-354- 4.27% |
$13.5K - $14.3K
|
7.94K
$349K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-320- 0.96% |
$12.2K - $12.9K
|
32.9K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-230- 3.14% |
$8.79K - $9.3K
|
7.09K
$312K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-43- 0.35% |
$1.64K - $1.74K
|
12.2K
$537K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-16- 0.29% |
$611 - $647
|
5.46K
$240K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-722- 9.44% |
$26K - $28.6K
|
6.93K
$305K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-345- 43.13% |
$12.4K - $13.7K
|
455
$20K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-260- 3.61% |
$9.38K - $10.3K
|
6.94K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7- 4.64% |
$252 - $277
|
144
$6.33K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-537- 57.19% |
$19.6K - $21.9K
|
402
$17.7K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-131KClosed |
$5.03M - $5.65M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-130KClosed |
$4.96M - $5.58M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-35.8KClosed |
$1.37M - $1.54M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-22.6K- 80.59% |
$864K - $972K
|
5.43K
$239K
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-15KClosed |
$575K - $646K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.7KClosed |
$485K - $546K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-11.6KClosed |
$444K - $499K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-10.7KClosed |
$408K - $459K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9.9KClosed |
$379K - $426K
|
0
$0
|
|