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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.92K- 26.93% |
$405K - $425K
|
24.2K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-517- 10.75% |
$23.5K - $24.6K
|
4.29K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.65K+ 13.81% |
$120K - $126K
|
21.8K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3K+ 3.88% |
$136K - $143K
|
80.2K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
216New |
$9.81K - $10.3K
|
216
$10.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.31K+ 655.0% |
$59.5K - $62.4K
|
1.51K
$72K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.45K+ 23.3% |
$65.6K - $68.8K
|
7.65K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.13K+ 43.6% |
$96.9K - $102K
|
7.03K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$90.8 - $95.2
|
7.94K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-6.24K- 10.66% |
$283K - $297K
|
52.3K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.54K- 20.24% |
$115K - $121K
|
10K
$477K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.6K+ 18.41% |
$1.39M - $1.45M
|
196K
$9.37M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
86+ 0.97% |
$3.9K - $4.09K
|
8.97K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-665- 6.68% |
$30.2K - $31.7K
|
9.29K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 16.87% |
$95.3K - $100K
|
14.5K
$694K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
46+ 0.13% |
$2.09K - $2.19K
|
36K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.84% |
$590 - $619
|
1.57K
$74.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4- 7.02% |
$182 - $190
|
53
$2.53K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-4.85K- 12.89% |
$220K - $231K
|
32.8K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-33- 1.96% |
$1.5K - $1.57K
|
1.65K
$78.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
95+ 1.55% |
$4.31K - $4.52K
|
6.23K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
4.99KNew |
$227K - $238K
|
4.99K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-375- 4.86% |
$17K - $17.9K
|
7.34K
$350K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.4K+ 30.32% |
$109K - $114K
|
10.3K
$492K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.19K+ 2.86% |
$327K - $342K
|
258K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
6+ 0.03% |
$272 - $286
|
17.8K
$850K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
86New |
$3.9K - $4.09K
|
86
$4.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16K+ 7.32% |
$144K - $150K
|
46.4K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-208- 0.97% |
$9.44K - $9.9K
|
21.3K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.29K- 49.99% |
$376K - $395K
|
8.29K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
168+ 3.03% |
$7.63K - $8K
|
5.71K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.32KNew |
$196K - $206K
|
4.32K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-151- 0.66% |
$6.86K - $7.19K
|
22.8K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62- 0.42% |
$2.81K - $2.95K
|
14.8K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.3K+ 28.99% |
$1.74M - $1.82M
|
171K
$8.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.21K- 0.43% |
$54.8K - $57.5K
|
279K
$13.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
365New |
$16.6K - $17.4K
|
365
$17.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15.4KNew |
$700K - $735K
|
15.4K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
84.7K+ 1202.8% |
$3.84M - $4.03M
|
91.7K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-354- 83.29% |
$16.1K - $16.9K
|
71
$3.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
19+ 0.73% |
$863 - $905
|
2.64K
$126K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
11+ 0.14% |
$499 - $524
|
7.64K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.31K- 4.58% |
$59.5K - $62.4K
|
27.3K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.1K+ 9.7% |
$4.36M - $4.57M
|
1.09M
$51.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
182+ 3.71% |
$8.26K - $8.67K
|
5.09K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.79K+ 14.78% |
$308K - $323K
|
52.7K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 67.57% |
$3.41K - $3.57K
|
186
$8.87K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-530- 7.19% |
$24.1K - $25.2K
|
6.84K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2- 0.01% |
$90.8 - $95.2
|
27.9K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-2.96K- 6.49% |
$134K - $141K
|
42.7K
$2.03M
|
|