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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.65KClosed |
$147K - $158K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-151Closed |
$6.1K - $6.54K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-70Closed |
$2.83K - $3.03K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.13KClosed |
$125K - $132K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1KClosed |
$39.9K - $42.1K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-493Closed |
$19.7K - $20.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-12.5KClosed |
$449K - $505K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.38K- 8.5% |
$49.6K - $55.8K
|
14.8K
$653K
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.25KClosed |
$45.1K - $50.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-668Closed |
$24K - $27K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-70.3KClosed |
$2.39M - $2.88M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-24.6KClosed |
$837K - $1.01M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-18.4KClosed |
$625K - $753K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13KClosed |
$441K - $531K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.16KClosed |
$175K - $211K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-5.06KClosed |
$172K - $207K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.03KClosed |
$171K - $206K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-5KClosed |
$170K - $205K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.89KClosed |
$132K - $159K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-292Closed |
$9.93K - $12K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Gradient Investments LLC
|
SELL
|
- |
-140Closed |
$4.76K - $5.73K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-6.69KClosed |
$259K - $270K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-522Closed |
$20.2K - $21K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-145Closed |
$5.61K - $5.84K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14Closed |
$542 - $564
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 08, 2019
Q3 2019
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-6.03KClosed |
$231K - $237K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.4KClosed |
$207K - $212K
|
0
$0
|
|
|
Jan 27, 2020
Q3 2019
|
Tsfg, LLC
|
SELL
|
- |
-1K- 41.67% |
$38.3K - $39.3K
|
1.4K
$61.6K
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-185Closed |
$7.09K - $7.27K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-55Closed |
$2.11K - $2.16K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-7.25KClosed |
$274K - $283K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.58KClosed |
$211K - $218K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-508Closed |
$19.2K - $19.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-175Closed |
$6.61K - $6.84K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-33KClosed |
$1.17M - $1.26M
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.05KClosed |
$37.3K - $40K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-770Closed |
$27.4K - $29.3K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-590Closed |
$21K - $22.5K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-85.5KClosed |
$3.01M - $3.24M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-62KClosed |
$2.19M - $2.35M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.01KClosed |
$35.5K - $38.1K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-495Closed |
$17.4K - $18.8K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-300Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-4Closed |
$141 - $152
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$70.5 - $75.8
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-7.6KClosed |
$283K - $290K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300Closed |
$11.2K - $11.4K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-287Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-280Closed |
$10.4K - $10.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-31.3KClosed |
$1.17M - $1.19M
|
0
$0
|
|