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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-50- 43.48% |
$2.27K - $2.38K
|
65
$3.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-203- 1.13% |
$9.22K - $9.66K
|
17.8K
$850K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-35- 1.39% |
$1.59K - $1.67K
|
2.49K
$119K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.22K- 2.99% |
$101K - $106K
|
72.1K
$3.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
130+ 0.71% |
$5.9K - $6.19K
|
18.4K
$877K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 4.12% |
$63.7K - $66.8K
|
32.6K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
763+ 19.35% |
$34.6K - $36.3K
|
4.71K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.56K+ 58.69% |
$116K - $122K
|
6.93K
$331K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8+ 0.17% |
$363 - $381
|
4.82K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-561- 28.96% |
$25.5K - $26.7K
|
1.38K
$65.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
11.2K+ 4.04% |
$509K - $534K
|
289K
$13.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
6.49K+ 12.99% |
$295K - $309K
|
56.5K
$2.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.14% |
$545 - $571
|
8.78K
$419K
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
111+ 0.5% |
$5.04K - $5.28K
|
22.1K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
48KNew |
$2.18M - $2.28M
|
48K
$2.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-400- 38.76% |
$18.2K - $19K
|
632
$30.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$90.8 - $95.2
|
7.89K
$376K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.34KNew |
$197K - $207K
|
4.34K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.46K- 37.31% |
$66.2K - $69.4K
|
2.45K
$117K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.31K+ 6.12% |
$59.5K - $62.4K
|
22.7K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-27.9K- 88.56% |
$1.27M - $1.33M
|
3.6K
$172K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
30+ 0.83% |
$1.36K - $1.43K
|
3.66K
$174K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-3K- 22.54% |
$136K - $143K
|
10.3K
$492K
|
|
| Q2 2025 | |||||||
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.76KNew |
$198K - $219K
|
4.76K
$227K
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-994- 12.6% |
$41.3K - $45.8K
|
6.9K
$329K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.06K+ 0.75% |
$85.4K - $94.7K
|
277K
$13.2M
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
5.36KNew |
$223K - $247K
|
5.36K
$256K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.11K+ 18.7% |
$46.2K - $51.2K
|
7.06K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.8KNew |
$533K - $590K
|
12.8K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3K+ 69.05% |
$844K - $935K
|
49.7K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239New |
$9.93K - $11K
|
239
$11.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-1.58K- 94.31% |
$65.4K - $72.5K
|
95
$4.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
32+ 1.83% |
$1.33K - $1.47K
|
1.79K
$85.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.63K- 25.12% |
$67.6K - $74.9K
|
4.85K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17- 2.06% |
$706 - $783
|
809
$38.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.2% |
$665 - $737
|
8.01K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5KNew |
$208K - $230K
|
5K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-536- 40.54% |
$22.3K - $24.7K
|
786
$37.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.16KNew |
$48.3K - $53.5K
|
1.16K
$55.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
92+ 1.27% |
$3.82K - $4.24K
|
7.34K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-42- 8.28% |
$1.75K - $1.93K
|
465
$22.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
371New |
$15.4K - $17.1K
|
371
$17.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30New |
$1.25K - $1.38K
|
30
$1.43K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
19+ 5.38% |
$789 - $875
|
372
$17.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.65KNew |
$68.3K - $75.7K
|
1.65K
$78.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 6.58% |
$54.9K - $60.9K
|
21.4K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-66.5K- 93.75% |
$2.76M - $3.06M
|
4.43K
$211K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10+ 0.15% |
$416 - $460
|
6.61K
$315K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.89K- 25.89% |
$120K - $133K
|
8.27K
$395K
|
|