Latest Institutional Sells of Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

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 02, 2022 Q2 2022
Compass Ion Advisors, LLC

SELL
 -
-7.39K
Closed
$283K - $318K
0 $0
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-5.75K
Closed
$220K - $248K
0 $0
Aug 12, 2022 Q2 2022
Wealthquest Corp

Cincinnati, OH
SELL
 -
-5.46K
Closed
$209K - $235K
0 $0
Aug 15, 2022 Q2 2022
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-5.09K
Closed
$195K - $219K
0 $0
Jul 11, 2022 Q2 2022
Divergent Planning, LLC

SELL
 -
-4.99K
Closed
$191K - $215K
0 $0
Aug 11, 2022 Q2 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-1.92K
- 93.02%
$73.5K - $82.7K
144 $6.33K
Jul 27, 2022 Q2 2022
Advisor Resource Council

SELL
 -
-1.51K
- 19.92%
$57.8K - $65K
6.07K $267K
Aug 12, 2022 Q2 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-1.5K
Closed
$57.4K - $64.6K
0 $0
Jul 13, 2022 Q2 2022
Hbw Advisory Services LLC

SELL
 -
-1.22K
- 12.74%
$46.7K - $52.5K
8.35K $367K
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-975
- 43.78%
$37.3K - $42K
1.25K $55.1K
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-705
Closed
$27K - $30.4K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-592
Closed
$22.7K - $25.5K
0 $0
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-433
Closed
$16.6K - $18.6K
0 $0
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-296
Closed
$11.3K - $12.7K
0 $0
Jan 19, 2023 Q2 2022
Stephens Consulting, LLC

Flint, MI
SELL
 -
-289
Closed
$11.1K - $12.4K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-267
Closed
$10.2K - $11.5K
0 $0
Jul 19, 2022 Q2 2022
Lake Point Wealth Management

SELL
 -
-260
- 36.26%
$9.96K - $11.2K
457 $20.1K
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-243
Closed
$9.31K - $10.5K
0 $0
Aug 15, 2022 Q2 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-225
Closed
$8.62K - $9.69K
0 $0
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

SELL
 -
-191
- 3.57%
$7.32K - $8.22K
5.15K $227K
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-86
Closed
$3.29K - $3.7K
0 $0
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-74
Closed
$2.83K - $3.19K
0 $0
Aug 12, 2022 Q2 2022
Four Thought Financial, LLC

Venice, FL
SELL
 -
-7
Closed
$268 - $301
0 $0
Q1 2022
May 12, 2022 Q1 2022
Fure Financial Corp

Bloomington, MN
SELL
 -
-76.1K
Closed
$3.17M - $3.46M
0 $0
May 12, 2022 Q1 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-16K
Closed
$668K - $727K
0 $0
May 16, 2022 Q1 2022
Wealth Advisory Solutions, LLC

SELL
 -
-10.4K
Closed
$433K - $471K
0 $0
Apr 21, 2022 Q1 2022
Financial Management Network Inc

SELL
 -
-9.71K
Closed
$405K - $441K
0 $0
Apr 06, 2022 Q1 2022
Vigilare Wealth Management

SELL
 -
-8.8K
Closed
$367K - $400K
0 $0
Apr 20, 2022 Q1 2022
Wolf Group Capital Advisors

SELL
 -
-8.73K
Closed
$364K - $397K
0 $0
May 09, 2022 Q1 2022
Compass Advisory Group LLC

SELL
 -
-8.41K
Closed
$351K - $382K
0 $0
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

SELL
 -
-5.56K
Closed
$232K - $253K
0 $0
May 06, 2022 Q1 2022
Summit Financial Wealth Advisors, LLC

SELL
 -
-4.49K
Closed
$187K - $204K
0 $0
Apr 19, 2022 Q1 2022
Polaris Wealth Advisory Group, LLC

SELL
 -
-4.44K
Closed
$185K - $202K
0 $0
Apr 25, 2022 Q1 2022
Flc Capital Advisors

SELL
 -
-4.41K
Closed
$184K - $201K
0 $0
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-2.86K
Closed
$120K - $130K
0 $0
Apr 28, 2022 Q1 2022
Evensky & Katz LLC

SELL
 -
-1.59K
Closed
$66.5K - $72.4K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-1.56K
Closed
$65K - $70.8K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-983
Closed
$41K - $44.7K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-626
Closed
$26.1K - $28.5K
0 $0
May 13, 2022 Q1 2022
Sbk Financial, Inc.

Richmond, VA
SELL
 -
-518
Closed
$21.6K - $23.5K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-500
Closed
$20.9K - $22.7K
0 $0
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-500
Closed
$20.9K - $22.7K
0 $0
Apr 27, 2022 Q1 2022
Rocky Mountain Advisers, LLC

SELL
 -
-340
Closed
$14.2K - $15.5K
0 $0
Dec 26, 2024 Q1 2022
Cypress Capital, LLC

SELL
 -
-285
- 2.47%
$11.9K - $13K
11.3K $496K
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-261
Closed
$10.9K - $11.9K
0 $0
Apr 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-167
Closed
$6.97K - $7.59K
0 $0
May 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
SELL
 -
-127
Closed
$5.3K - $5.77K
0 $0
May 16, 2022 Q1 2022
Iron Bridge Private Wealth, LLC

SELL
 -
-24
Closed
$1K - $1.09K
0 $0
May 13, 2022 Q1 2022
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-19
Closed
$793 - $864
0 $0

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