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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
744K+ 209.64% |
$32.3M - $33.5M
|
1.1M
$48.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.65K- 60.08% |
$115K - $119K
|
1.76K
$77.1K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-176- 2.0% |
$7.65K - $7.93K
|
8.64K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
455+ 7.96% |
$19.8K - $20.5K
|
6.17K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.64K+ 241.61% |
$158K - $164K
|
5.15K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-552- 82.51% |
$24K - $24.9K
|
117
$5.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.28K- 32.18% |
$99.1K - $103K
|
4.81K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-9.48K- 11.76% |
$412K - $427K
|
71.1K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-616- 0.53% |
$26.8K - $27.8K
|
115K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.7K+ 9.53% |
$1.2M - $1.25M
|
318K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
147K+ 57.25% |
$6.37M - $6.6M
|
403K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.58K- 22.98% |
$68.7K - $71.3K
|
5.3K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
6+ 1.28% |
$261 - $270
|
476
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.65K+ 81.91% |
$202K - $209K
|
10.3K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.4KNew |
$408K - $424K
|
9.4K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.22K+ 18.57% |
$227K - $235K
|
33.3K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-15.1K- 27.4% |
$658K - $682K
|
40.1K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.98K+ 7.17% |
$85.8K - $89K
|
29.5K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
60+ 0.85% |
$2.61K - $2.7K
|
7.09K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.31K- 11.66% |
$56.7K - $58.8K
|
9.88K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
39+ 0.29% |
$1.69K - $1.76K
|
13.5K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.48KNew |
$238K - $247K
|
5.48K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
15.8K+ 37.28% |
$688K - $714K
|
58.3K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.33K+ 28.28% |
$188K - $195K
|
19.7K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.1K- 62.94% |
$612K - $635K
|
8.3K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
575+ 8.66% |
$25K - $25.9K
|
7.21K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.95K+ 63.62% |
$215K - $223K
|
12.7K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.06KNew |
$307K - $318K
|
7.06K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-12K- 41.18% |
$519K - $538K
|
17.1K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
475+ 10.19% |
$20.6K - $21.4K
|
5.14K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.04K+ 62.41% |
$175K - $182K
|
10.5K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-944- 1.0% |
$41K - $42.5K
|
93.9K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14+ 0.18% |
$608 - $631
|
7.86K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.26KNew |
$54.8K - $56.8K
|
1.26K
$55.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
475+ 10.19% |
$20.6K - $21.4K
|
5.14K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.01K+ 3.73% |
$43.7K - $45.3K
|
28K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.3K+ 215.44% |
$925K - $960K
|
31.2K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-54- 0.48% |
$2.35K - $2.43K
|
11.2K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.44KNew |
$323K - $335K
|
7.44K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
525+ 2.74% |
$22.8K - $23.7K
|
19.7K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.03K+ 12.28% |
$44.9K - $46.6K
|
9.45K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.56K- 6.78% |
$67.6K - $70.1K
|
21.4K
$938K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.5K- 46.21% |
$672K - $697K
|
18K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6KNew |
$462K - $479K
|
10.6K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.04KNew |
$88.6K - $91.9K
|
2.04K
$89.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
5.11K+ 51.74% |
$222K - $230K
|
15K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.68K+ 21.35% |
$116K - $121K
|
15.2K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-303- 3.49% |
$13.2K - $13.7K
|
8.37K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
737K+ 317.62% |
$32M - $33.2M
|
969K
$42.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
367+ 0.88% |
$15.9K - $16.5K
|
41.9K
$1.83M
|