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 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
166+ 0.23% |
$7.8K - $8.01K
|
72.2K
$3.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
78+ 1.47% |
$3.67K - $3.76K
|
5.4K
$257K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
30+ 0.17% |
$1.41K - $1.45K
|
17.9K
$852K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.5K+ 149.8% |
$306K - $314K
|
10.8K
$517K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.92K+ 79.88% |
$184K - $189K
|
8.83K
$421K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 3.44% |
$987 - $1.01K
|
632
$30.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-518- 10.84% |
$24.3K - $25K
|
4.26K
$203K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
274+ 6.78% |
$12.9K - $13.2K
|
4.31K
$206K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
376+ 1.65% |
$17.7K - $18.1K
|
23.1K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-626- 1.3% |
$29.4K - $30.2K
|
47.3K
$2.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
137+ 2.73% |
$6.44K - $6.61K
|
5.16K
$246K
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
37+ 0.62% |
$1.74K - $1.79K
|
6.01K
$287K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-109- 1.58% |
$5.12K - $5.26K
|
6.81K
$325K
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
8.75KNew |
$411K - $422K
|
8.75K
$417K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.42K+ 2.5% |
$114K - $117K
|
99K
$4.72M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-53- 0.61% |
$2.49K - $2.56K
|
8.59K
$410K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.17K- 1.28% |
$55.2K - $56.7K
|
90.7K
$4.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-290- 3.81% |
$13.6K - $14K
|
7.32K
$349K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-922- 15.94% |
$43.3K - $44.5K
|
4.86K
$232K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.75% |
$235 - $241
|
291
$13.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.23K+ 5.86% |
$57.6K - $59.2K
|
22.1K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.33KNew |
$204K - $209K
|
4.33K
$207K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-62- 4.09% |
$2.91K - $2.99K
|
1.45K
$69.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
232+ 3.51% |
$10.9K - $11.2K
|
6.85K
$327K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-202- 3.54% |
$9.49K - $9.75K
|
5.51K
$263K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
551+ 3.89% |
$25.9K - $26.6K
|
14.7K
$703K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
572+ 2.77% |
$26.9K - $27.6K
|
21.2K
$1.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-745- 2.93% |
$35K - $36K
|
24.7K
$1.18M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-13Closed |
$611 - $627
|
0
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
184+ 3.25% |
$8.65K - $8.88K
|
5.85K
$279K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.93KNew |
$224K - $235K
|
4.93K
$235K
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-176- 1.07% |
$7.99K - $8.38K
|
16.2K
$773K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.07KNew |
$48.7K - $51K
|
1.07K
$51.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-301- 9.16% |
$13.7K - $14.3K
|
2.99K
$142K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-604- 8.21% |
$27.4K - $28.8K
|
6.75K
$322K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.83KNew |
$128K - $135K
|
2.83K
$135K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
50+ 0.57% |
$2.27K - $2.38K
|
8.85K
$422K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-439- 17.19% |
$19.9K - $20.9K
|
2.12K
$101K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5KNew |
$227K - $238K
|
5K
$239K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.3K- 61.33% |
$694K - $728K
|
9.64K
$460K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
37+ 0.48% |
$1.68K - $1.76K
|
7.77K
$371K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
613+ 0.62% |
$27.8K - $29.2K
|
98.7K
$4.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.8% |
$136 - $143
|
376
$17.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-517- 10.75% |
$23.5K - $24.6K
|
4.29K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.9K- 10.51% |
$1.95M - $2.04M
|
365K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.1K+ 16.56% |
$1.5M - $1.58M
|
233K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.96K- 25.46% |
$134K - $141K
|
8.66K
$413K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36.9K- 88.64% |
$1.68M - $1.76M
|
4.73K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-199- 0.95% |
$9.03K - $9.47K
|
20.7K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 1.53% |
$53.8K - $56.4K
|
78.5K
$3.74M
|
|