Latest Institutional Transactions on Ishares Tr Core Moderate Alloc (AOM)
This table provides information on the latest institutional transactions involving Ishares Tr Core Moderate Alloc (AOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-781- 8.15% |
$33.9K - $35.2K
|
8.81K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
87+ 0.97% |
$3.78K - $3.92K
|
9.04K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-13- 0.17% |
$565 - $586
|
7.51K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$107K - $111K
|
2.47K
$109K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-448- 2.18% |
$19.5K - $20.2K
|
20.1K
$887K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.39K- 64.83% |
$234K - $243K
|
2.92K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.23KNew |
$140K - $146K
|
3.23K
$142K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-738- 8.13% |
$32.1K - $33.2K
|
8.34K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.88K- 12.39% |
$81.7K - $84.7K
|
13.3K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 1.65% |
$130 - $135
|
185
$8.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
3.91K+ 49.24% |
$170K - $176K
|
11.9K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
886+ 3.21% |
$38.5K - $39.9K
|
28.5K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53K+ 17.42% |
$2.3M - $2.39M
|
357K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.76K- 16.5% |
$76.3K - $79.2K
|
8.89K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.88K- 23.56% |
$81.8K - $84.8K
|
6.11K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-973- 5.54% |
$42.3K - $43.8K
|
16.6K
$731K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
102+ 0.88% |
$4.43K - $4.6K
|
11.7K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22+ 2.08% |
$956 - $991
|
1.08K
$47.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.76KNew |
$380K - $395K
|
8.76K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
221+ 1.24% |
$9.6K - $9.96K
|
18.1K
$796K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
900+ 2.15% |
$39.1K - $40.5K
|
42.7K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24- 0.29% |
$1.04K - $1.08K
|
8.36K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3K- 25.52% |
$130K - $135K
|
8.76K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
571+ 10.45% |
$24.8K - $25.7K
|
6.04K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
383+ 2.48% |
$16.6K - $17.3K
|
15.8K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
340+ 1.44% |
$14.8K - $15.3K
|
24K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.93K+ 3.02% |
$171K - $177K
|
134K
$5.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-476- 2.64% |
$20.7K - $21.4K
|
17.5K
$773K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114KNew |
$4.97M - $5.16M
|
114K
$5.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-501- 0.7% |
$21.8K - $22.6K
|
70.6K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
35+ 0.2% |
$1.52K - $1.58K
|
17.9K
$787K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
991+ 5.54% |
$43K - $44.6K
|
18.9K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.27K+ 1.27% |
$55.2K - $57.3K
|
102K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.5K- 4.81% |
$65.1K - $67.5K
|
29.6K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
10.7K+ 29.15% |
$466K - $484K
|
47.6K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-72- 4.32% |
$3.13K - $3.24K
|
1.59K
$70.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
95+ 1.72% |
$4.13K - $4.28K
|
5.62K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-900- 3.27% |
$39.1K - $40.5K
|
26.6K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.85KNew |
$254K - $264K
|
5.85K
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
1.24K+ 11.62% |
$53.6K - $55.6K
|
11.9K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.07K+ 22.63% |
$46.4K - $48.2K
|
5.79K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.6K+ 67.98% |
$1.98M - $2.05M
|
113K
$4.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.5K+ 8.01% |
$65.1K - $67.5K
|
20.2K
$891K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
562New |
$24.4K - $25.3K
|
562
$24.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 1.29% |
$348 - $360
|
627
$27.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
282+ 0.55% |
$12.3K - $12.7K
|
51.1K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
27.7K+ 133.07% |
$1.2M - $1.25M
|
48.6K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-191- 0.9% |
$8.3K - $8.6K
|
21.1K
$929K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
101KNew |
$4.38M - $4.54M
|
101K
$4.44M
|