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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.38K- 8.5% |
$49.6K - $55.8K
|
14.8K
$650K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-668Closed |
$24K - $27K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-456Closed |
$16.4K - $18.5K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-12.5KClosed |
$449K - $505K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.25KClosed |
$45.1K - $50.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.47K+ 16.25% |
$50.1K - $60.3K
|
10.5K
$461K
|
|
|
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
|
|
|
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 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-70.3KClosed |
$2.39M - $2.88M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.89KClosed |
$132K - $159K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-5KClosed |
$170K - $205K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-292Closed |
$9.93K - $12K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.03KClosed |
$171K - $206K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Gradient Investments LLC
|
SELL
|
- |
-140Closed |
$4.76K - $5.73K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-5.06KClosed |
$172K - $207K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-6.69KClosed |
$259K - $270K
|
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
|
|
|
Jan 31, 2020
Q4 2019
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6KNew |
$232K - $242K
|
6K
$263K
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-522Closed |
$20.2K - $21K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 27, 2020
Q3 2019
|
Tsfg, LLC
|
SELL
|
- |
-1K- 41.67% |
$38.3K - $39.3K
|
1.4K
$61.3K
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.4KClosed |
$207K - $212K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-55Closed |
$2.11K - $2.16K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-185Closed |
$7.09K - $7.27K
|
0
$0
|
|
|
Oct 08, 2019
Q3 2019
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-6.03KClosed |
$231K - $237K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-175Closed |
$6.61K - $6.84K
|
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
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-590Closed |
$21K - $22.5K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-33KClosed |
$1.17M - $1.26M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-770Closed |
$27.4K - $29.3K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.5KNew |
$195K - $209K
|
5.5K
$241K
|
|
|
Apr 08, 2019
Q1 2019
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.05KClosed |
$37.3K - $40K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-62KClosed |
$2.19M - $2.35M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-495Closed |
$17.4K - $18.8K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-85.5KClosed |
$3.01M - $3.24M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.01KClosed |
$35.5K - $38.1K
|
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 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
119KNew |
$4.44M - $4.55M
|
119K
$5.23M
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-287Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.69KNew |
$249K - $255K
|
6.69K
$293K
|
|
|
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 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-280Closed |
$10.4K - $10.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.98KClosed |
$111K - $113K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.06KClosed |
$39.7K - $40.2K
|
0
$0
|
|