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 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 19.78% |
$119K - $126K
|
11.3K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.31K- 16.78% |
$55.7K - $59K
|
6.47K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.81% |
$128 - $136
|
372
$16.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.36K- 56.29% |
$314K - $333K
|
5.72K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.06KNew |
$131K - $138K
|
3.06K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.57K+ 67.86% |
$152K - $161K
|
8.83K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
583+ 6.01% |
$24.9K - $26.3K
|
10.3K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 16.14% |
$562K - $596K
|
94.9K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1K- 12.47% |
$42.7K - $45.3K
|
7.03K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70+ 0.32% |
$2.99K - $3.16K
|
21.8K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19+ 0.97% |
$811 - $858
|
1.98K
$87.4K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-268- 3.09% |
$11.4K - $12.1K
|
8.42K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$497K - $526K
|
11.7K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
194+ 2.54% |
$8.28K - $8.76K
|
7.84K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67+ 17.14% |
$2.86K - $3.03K
|
458
$20.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
24+ 0.21% |
$1.02K - $1.08K
|
11.2K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.84K- 22.31% |
$121K - $128K
|
9.88K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-125- 2.15% |
$5.33K - $5.65K
|
5.69K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-859- 6.56% |
$36.6K - $38.8K
|
12.2K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
109+ 1.27% |
$4.65K - $4.92K
|
8.68K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-410- 3.14% |
$17.5K - $18.5K
|
12.6K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-27- 0.36% |
$1.15K - $1.22K
|
7.53K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-300- 4.27% |
$12.8K - $13.6K
|
6.72K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.95K+ 8.35% |
$168K - $178K
|
51.2K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.13K- 12.54% |
$48K - $50.9K
|
7.85K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3K+ 17.21% |
$128K - $135K
|
20.4K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 5.75% |
$65.2K - $69K
|
28.1K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
506+ 1.29% |
$21.6K - $22.9K
|
39.9K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
516New |
$22K - $23.3K
|
516
$22.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.1KNew |
$132K - $140K
|
3.1K
$137K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 4.16% |
$1.6M - $1.69M
|
939K
$41.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.3KNew |
$183K - $194K
|
4.3K
$189K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-17- 0.17% |
$725 - $768
|
10K
$443K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 69.2% |
$724K - $767K
|
41.5K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44+ 0.6% |
$1.88K - $1.99K
|
7.35K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-115- 2.3% |
$4.91K - $5.2K
|
4.88K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.03KNew |
$129K - $137K
|
3.03K
$133K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-401- 12.83% |
$17.1K - $18.1K
|
2.73K
$120K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
558+ 502.7% |
$23.8K - $25.2K
|
669
$29.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.21KNew |
$94.3K - $99.9K
|
2.21K
$97.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-271- 5.35% |
$11.6K - $12.2K
|
4.8K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.63K- 5.51% |
$69.4K - $73.5K
|
27.9K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
73+ 0.79% |
$3.11K - $3.3K
|
9.33K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.01% |
$42.7 - $45.2
|
7.46K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-132- 4.22% |
$5.63K - $5.96K
|
3K
$132K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14KNew |
$596K - $631K
|
14K
$616K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-272- 5.3% |
$11.6K - $12.3K
|
4.86K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
75+ 27.27% |
$3.2K - $3.39K
|
350
$15.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6.53K+ 2.48% |
$279K - $295K
|
270K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-227- 0.23% |
$9.68K - $10.3K
|
96.7K
$4.26M
|