Latest Institutional Purchases of Ishares Tr Core Moderate Alloc (AOM)
This list provides information on the latest institutional transactions involving Ishares Tr Core Moderate Alloc (AOM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
70.7K+ 163.3% |
$3.32M - $3.41M
|
114K
$5.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
8.75KNew |
$411K - $422K
|
8.75K
$417K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.31KNew |
$344K - $353K
|
7.31K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
6.96KNew |
$327K - $336K
|
6.96K
$332K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.5K+ 149.8% |
$306K - $314K
|
10.8K
$517K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.33KNew |
$204K - $209K
|
4.33K
$207K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.92K+ 79.88% |
$184K - $189K
|
8.83K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.42K+ 2.5% |
$114K - $117K
|
99K
$4.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.23K+ 5.86% |
$57.6K - $59.2K
|
22.1K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07K+ 31.7% |
$50.3K - $51.7K
|
4.45K
$212K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
572+ 2.77% |
$26.9K - $27.6K
|
21.2K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
564+ 6.98% |
$26.5K - $27.2K
|
8.64K
$412K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
551+ 3.89% |
$25.9K - $26.6K
|
14.7K
$703K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
513New |
$24.1K - $24.8K
|
513
$24.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
376+ 1.65% |
$17.7K - $18.1K
|
23.1K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
274+ 6.78% |
$12.9K - $13.2K
|
4.31K
$206K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
232+ 3.51% |
$10.9K - $11.2K
|
6.85K
$327K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
184+ 3.25% |
$8.65K - $8.88K
|
5.85K
$279K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
166+ 0.23% |
$7.8K - $8.01K
|
72.2K
$3.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
153+ 0.87% |
$7.19K - $7.38K
|
17.7K
$843K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
150+ 2.16% |
$7.05K - $7.24K
|
7.08K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
137+ 2.73% |
$6.44K - $6.61K
|
5.16K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
85+ 0.94% |
$4K - $4.1K
|
9.09K
$434K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
78+ 1.47% |
$3.67K - $3.76K
|
5.4K
$257K
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
37+ 0.62% |
$1.74K - $1.79K
|
6.01K
$287K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
30+ 0.17% |
$1.41K - $1.45K
|
17.9K
$852K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 3.44% |
$987 - $1.01K
|
632
$30.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.75% |
$235 - $241
|
291
$13.9K
|
|
| Q3 2025 | |||||||
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
120K+ 2034.86% |
$5.44M - $5.71M
|
126K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.1K+ 9.7% |
$4.36M - $4.57M
|
1.09M
$51.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
84.7K+ 1202.8% |
$3.84M - $4.03M
|
91.7K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.3K+ 28.99% |
$1.74M - $1.82M
|
171K
$8.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.1K+ 16.56% |
$1.5M - $1.58M
|
233K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.6K+ 18.41% |
$1.39M - $1.45M
|
196K
$9.37M
|
|
|
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 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15.4KNew |
$700K - $735K
|
15.4K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.1K+ 88.2% |
$686K - $719K
|
32.2K
$1.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13K+ 10.66% |
$591K - $620K
|
135K
$6.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
11.2K+ 4.04% |
$509K - $534K
|
289K
$13.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
10.3KNew |
$466K - $488K
|
10.3K
$489K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.19K+ 2.86% |
$327K - $342K
|
258K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.17KNew |
$326K - $341K
|
7.17K
$342K
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
6.86K+ 10.02% |
$311K - $327K
|
75.3K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.79K+ 14.78% |
$308K - $323K
|
52.7K
$2.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
6.49K+ 12.99% |
$295K - $309K
|
56.5K
$2.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
6.43K+ 16.58% |
$292K - $306K
|
45.2K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.02KNew |
$273K - $287K
|
6.02K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.94K+ 21.47% |
$269K - $283K
|
33.6K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
5.49KNew |
$249K - $261K
|
5.49K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.35KNew |
$243K - $255K
|
5.35K
$255K
|
|