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
Jan 18, 2022 Q4 2021
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-86.6K
Closed
$3.86M - $3.98M
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-78.6K
Closed
$3.5M - $3.61M
0 $0
Feb 10, 2022 Q4 2021
Old Mission Capital LLC

SELL
 -
-62K
Closed
$2.76M - $2.85M
0 $0
Feb 10, 2022 Q4 2021
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-6.26K
Closed
$279K - $288K
0 $0
Feb 10, 2022 Q4 2021
Midwest Professional Planners, Ltd.

Wausau, WI
SELL
 -
-5.38K
Closed
$240K - $248K
0 $0
Feb 07, 2022 Q4 2021
Koss Olinger Consulting, LLC

SELL
 -
-4.66K
Closed
$207K - $214K
0 $0
Jan 19, 2022 Q4 2021
Cadence Bank Na

SELL
 -
-4.5K
Closed
$200K - $207K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-931
Closed
$41.5K - $42.8K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-821
Closed
$36.6K - $37.8K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-617
Closed
$27.5K - $28.4K
0 $0
Feb 09, 2022 Q4 2021
Retirement Group, LLC

SELL
 -
-400
Closed
$17.8K - $18.4K
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-59
Closed
$2.63K - $2.71K
0 $0
Q3 2021
Nov 05, 2021 Q3 2021
Arq Wealth Advisors, LLC

SELL
 -
-129K
Closed
$5.76M - $5.91M
0 $0
Nov 05, 2021 Q3 2021
Snider Financial Group

Bellevue, WA
SELL
 -
-17.9K
Closed
$802K - $824K
0 $0
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-15.7K
Closed
$700K - $719K
0 $0
Mar 11, 2024 Q3 2021
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-11.4K
Closed
$511K - $524K
0 $0
Nov 15, 2021 Q3 2021
Main Street Financial Solutions, LLC

SELL
 -
-8.23K
Closed
$368K - $378K
0 $0
Nov 01, 2021 Q3 2021
Lebenthal Global Advisors, LLC

SELL
 -
-7.1K
Closed
$318K - $326K
0 $0
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-5.77K
Closed
$258K - $265K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-4.42K
Closed
$198K - $203K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-662
Closed
$29.6K - $30.4K
0 $0
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-157
Closed
$7.02K - $7.21K
0 $0
Q2 2021
Jul 20, 2021 Q2 2021
Sugarloaf Wealth Management, LLC

SELL
 -
-18.9K
- 95.93%
$827K - $852K
800 $35.2K
Aug 16, 2021 Q2 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-5.46K
Closed
$239K - $246K
0 $0
Aug 10, 2021 Q2 2021
Strong Box Wealth, LLC

SELL
 -
-4.59K
Closed
$201K - $207K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-2.32K
Closed
$102K - $105K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-810
Closed
$35.5K - $36.6K
0 $0
Aug 16, 2021 Q2 2021
Shore Haven Wealth Partners, LLC

SELL
 -
-182
Closed
$7.97K - $8.22K
0 $0
Q1 2021
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-917K
Closed
$39.3M - $40.4M
0 $0
May 06, 2021 Q1 2021
Texas Capital Bank Wealth Management Services Inc

SELL
 -
-25.2K
Closed
$1.08M - $1.11M
0 $0
May 06, 2021 Q1 2021
Koshinski Asset Management, Inc.

SELL
 -
-17.3K
Closed
$740K - $760K
0 $0
May 03, 2021 Q1 2021
55 I, LLC

Boston, MA
SELL
 -
-16.9K
Closed
$726K - $747K
0 $0
May 17, 2021 Q1 2021
Corepath Wealth Partners LLC

Scottsdale, AZ
SELL
 -
-12.4K
Closed
$532K - $547K
0 $0
May 13, 2021 Q1 2021
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-6.49K
Closed
$278K - $286K
0 $0
May 14, 2021 Q1 2021
Bard Financial Services, Inc.

SELL
 -
-6.2K
Closed
$266K - $273K
0 $0
Apr 23, 2021 Q1 2021
F3 Logic, LLC

SELL
 -
-6.17K
Closed
$265K - $272K
0 $0
May 17, 2021 Q1 2021
Synergy Asset Management, LLC

Bellevue, WA
SELL
 -
-5.81K
Closed
$249K - $256K
0 $0
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.72K
Closed
$73.8K - $75.9K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-677
Closed
$29K - $29.8K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-526
Closed
$22.5K - $23.2K
0 $0
May 17, 2021 Q1 2021
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-500
Closed
$21.4K - $22K
0 $0
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-90
Closed
$3.86K - $3.97K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-25
Closed
$1.07K - $1.1K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-6
Closed
$257 - $264
0 $0
Q4 2020
Jan 25, 2021 Q4 2020
Slate Stone Wealth, LLC

SELL
 -
-11.7K
Closed
$473K - $507K
0 $0
Feb 16, 2021 Q4 2020
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-8.3K
Closed
$336K - $360K
0 $0
Feb 09, 2021 Q4 2020
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-8.24K
Closed
$333K - $357K
0 $0
Jan 11, 2021 Q4 2020
Brio Consultants, LLC

SELL
 -
-5.93K
Closed
$240K - $257K
0 $0
Feb 08, 2021 Q4 2020
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-5K
Closed
$202K - $217K
0 $0

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