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 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9+ 0.76% |
$409 - $428
|
1.19K
$56.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.1K+ 88.2% |
$686K - $719K
|
32.2K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 0.79% |
$2.27K - $2.38K
|
6.4K
$305K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.32K- 8.22% |
$60.1K - $63K
|
14.8K
$705K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
5.49KNew |
$249K - $261K
|
5.49K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-511- 3.69% |
$23.2K - $24.3K
|
13.3K
$636K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 25.51% |
$80.6K - $84.6K
|
8.74K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
10.3KNew |
$466K - $488K
|
10.3K
$489K
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-519- 5.45% |
$23.6K - $24.7K
|
9.01K
$430K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.42% |
$3.13K - $3.29K
|
4.78K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
46+ 0.83% |
$2.09K - $2.19K
|
5.58K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
620+ 4.34% |
$28.1K - $29.5K
|
14.9K
$711K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.22K+ 0.76% |
$55.6K - $58.3K
|
161K
$7.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.5K+ 139.39% |
$1.16M - $1.22M
|
43.8K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-987- 16.73% |
$44.8K - $47K
|
4.91K
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-526- 2.82% |
$23.9K - $25K
|
18.1K
$864K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-325- 2.45% |
$14.8K - $15.5K
|
12.9K
$616K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
303+ 2.72% |
$13.8K - $14.4K
|
11.5K
$547K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-144- 16.59% |
$6.54K - $6.86K
|
724
$34.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
183+ 2.08% |
$8.31K - $8.71K
|
8.97K
$428K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.34K+ 1.76% |
$60.9K - $63.9K
|
77.4K
$3.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
809+ 18.11% |
$36.7K - $38.5K
|
5.28K
$252K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
555+ 5.28% |
$25.2K - $26.4K
|
11.1K
$528K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.04K- 8.32% |
$47.1K - $49.4K
|
11.4K
$545K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-124K- 96.67% |
$5.62M - $5.9M
|
4.26K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
49+ 1.05% |
$2.22K - $2.33K
|
4.73K
$226K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.89K+ 4.35% |
$177K - $185K
|
93.3K
$4.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$239K - $251K
|
5.28K
$252K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-458- 2.36% |
$20.8K - $21.8K
|
18.9K
$903K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
827+ 8.66% |
$37.5K - $39.4K
|
10.4K
$495K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
120K+ 2034.86% |
$5.44M - $5.71M
|
126K
$6M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-7.28K- 64.72% |
$330K - $346K
|
3.97K
$189K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-962- 9.51% |
$43.7K - $45.8K
|
9.16K
$437K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-199- 19.53% |
$9.03K - $9.47K
|
820
$39.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.98K+ 36.73% |
$135K - $142K
|
11.1K
$529K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-318- 3.79% |
$14.4K - $15.1K
|
8.08K
$385K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.4% |
$2.13K - $2.24K
|
11.8K
$563K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
200+ 4.56% |
$9.08K - $9.52K
|
4.58K
$219K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-602- 3.4% |
$27.3K - $28.7K
|
17.1K
$816K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-155- 8.23% |
$7.04K - $7.38K
|
1.73K
$82.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-565- 50.0% |
$25.7K - $26.9K
|
565
$27K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.05K- 1.52% |
$47.8K - $50.1K
|
68.2K
$3.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 0.42% |
$182 - $190
|
959
$45.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.25K+ 12.79% |
$102K - $107K
|
19.9K
$947K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.17KNew |
$326K - $341K
|
7.17K
$342K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-35- 7.53% |
$1.59K - $1.67K
|
430
$20.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-406- 9.95% |
$18.4K - $19.3K
|
3.68K
$175K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.61K- 15.74% |
$209K - $219K
|
24.7K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.3K- 21.7% |
$920K - $965K
|
73.1K
$3.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-197- 0.77% |
$8.94K - $9.38K
|
25.3K
$1.21M
|
|