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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
48KNew |
$2.18M - $2.28M
|
48K
$2.29M
|
|
|
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 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.61KNew |
$346K - $362K
|
7.61K
$363K
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$239K - $251K
|
5.28K
$252K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5KNew |
$227K - $238K
|
5K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
4.99KNew |
$227K - $238K
|
4.99K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.79K+ 0.95% |
$218K - $228K
|
508K
$24.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.34KNew |
$197K - $207K
|
4.34K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.32KNew |
$196K - $206K
|
4.32K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.23KNew |
$192K - $201K
|
4.23K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.89K+ 4.35% |
$177K - $185K
|
93.3K
$4.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.43K+ 2.42% |
$156K - $163K
|
145K
$6.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16K+ 7.32% |
$144K - $150K
|
46.4K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3K+ 3.88% |
$136K - $143K
|
80.2K
$3.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.98K+ 36.73% |
$135K - $142K
|
11.1K
$529K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.93KNew |
$133K - $139K
|
2.93K
$140K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.83KNew |
$128K - $135K
|
2.83K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.65K+ 13.81% |
$120K - $126K
|
21.8K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.56K+ 58.69% |
$116K - $122K
|
6.93K
$331K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 53.82% |
$110K - $115K
|
6.91K
$330K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.4K+ 30.32% |
$109K - $114K
|
10.3K
$492K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.25K+ 12.79% |
$102K - $107K
|
19.9K
$947K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.13K+ 43.6% |
$96.9K - $102K
|
7.03K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 16.87% |
$95.3K - $100K
|
14.5K
$694K
|
|
|
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 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.45K+ 23.3% |
$65.6K - $68.8K
|
7.65K
$365K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.34K+ 1.76% |
$60.9K - $63.9K
|
77.4K
$3.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.31K+ 655.0% |
$59.5K - $62.4K
|
1.51K
$72K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.31K+ 6.12% |
$59.5K - $62.4K
|
22.7K
$1.08M
|
|