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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
62New |
$2.24K - $2.45K
|
62
$2.72K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
33New |
$1.19K - $1.31K
|
33
$1.45K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
14.6K+ 12.83% |
$534K - $596K
|
128K
$5.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.4KNew |
$51.2K - $57.1K
|
1.4K
$61.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10New |
$366 - $408
|
10
$438
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
133+ 3.99% |
$4.86K - $5.43K
|
3.46K
$152K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.21K+ 21.76% |
$44.1K - $49.2K
|
6.75K
$296K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
590New |
$21.6K - $24.1K
|
590
$25.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.9KNew |
$545K - $609K
|
14.9K
$653K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-537- 57.19% |
$19.6K - $21.9K
|
402
$17.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
18.4KNew |
$672K - $750K
|
18.4K
$805K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 3.57% |
$36.6 - $40.8
|
29
$1.27K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.97KNew |
$72.1K - $80.4K
|
1.97K
$86.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$3.66K - $4.08K
|
100
$4.38K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
268+ 4.59% |
$9.8K - $10.9K
|
6.1K
$267K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
4+ 0.06% |
$146 - $163
|
7K
$307K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20+ 0.57% |
$731 - $816
|
3.5K
$154K
|
|
| Q2 2022 | |||||||
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-289Closed |
$11.1K - $12.4K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-74Closed |
$2.83K - $3.19K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-15KClosed |
$575K - $646K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.7KClosed |
$485K - $546K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-22.6K- 80.59% |
$864K - $972K
|
5.43K
$238K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9.9KClosed |
$379K - $426K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-592Closed |
$22.7K - $25.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-975- 43.78% |
$37.3K - $42K
|
1.25K
$54.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.24K+ 4.97% |
$85.7K - $96.4K
|
47.3K
$2.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-267Closed |
$10.2K - $11.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.09KClosed |
$195K - $219K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-225Closed |
$8.62K - $9.69K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.31% |
$38.3 - $43.1
|
321
$14.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-7Closed |
$268 - $301
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.2KNew |
$542K - $610K
|
14.2K
$620K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.46KClosed |
$209K - $235K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.5KClosed |
$57.4K - $64.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.75KClosed |
$220K - $248K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 93.02% |
$73.5K - $82.7K
|
144
$6.31K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.38KNew |
$129K - $145K
|
3.38K
$148K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-705Closed |
$27K - $30.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.9KNew |
$1.11M - $1.24M
|
28.9K
$1.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-913- 14.73% |
$35K - $39.3K
|
5.29K
$232K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-296Closed |
$11.3K - $12.7K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
559New |
$21.4K - $24.1K
|
559
$24.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-131KClosed |
$5.03M - $5.65M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-130KClosed |
$4.96M - $5.58M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.39KClosed |
$283K - $318K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-35.8KClosed |
$1.37M - $1.54M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-86Closed |
$3.29K - $3.7K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-11.6KClosed |
$444K - $499K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.51K- 19.92% |
$57.8K - $65K
|
6.07K
$266K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-191- 3.57% |
$7.32K - $8.22K
|
5.15K
$226K
|
|