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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.29K+ 15.68% |
$58.7K - $61.5K
|
9.53K
$455K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.22K+ 0.76% |
$55.6K - $58.3K
|
161K
$7.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 1.53% |
$53.8K - $56.4K
|
78.5K
$3.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 92.81% |
$52.1K - $54.7K
|
2.39K
$114K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.07KNew |
$48.7K - $51K
|
1.07K
$51.1K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1K+ 13.09% |
$45.4K - $47.6K
|
8.64K
$412K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
894+ 7.31% |
$40.6K - $42.6K
|
13.1K
$626K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
827+ 8.66% |
$37.5K - $39.4K
|
10.4K
$495K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
809+ 18.11% |
$36.7K - $38.5K
|
5.28K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
784+ 13.21% |
$35.6K - $37.3K
|
6.72K
$320K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
763+ 19.35% |
$34.6K - $36.3K
|
4.71K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
697+ 0.75% |
$31.6K - $33.2K
|
93.7K
$4.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
636+ 3.16% |
$28.9K - $30.3K
|
20.7K
$989K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
620+ 4.34% |
$28.1K - $29.5K
|
14.9K
$711K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
613+ 0.62% |
$27.8K - $29.2K
|
98.7K
$4.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
609+ 11.37% |
$27.6K - $29K
|
5.97K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
555+ 5.28% |
$25.2K - $26.4K
|
11.1K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
375+ 1.89% |
$17K - $17.9K
|
20.3K
$966K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
365New |
$16.6K - $17.4K
|
365
$17.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
336+ 6.24% |
$15.3K - $16K
|
5.72K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
335+ 1.65% |
$15.2K - $15.9K
|
20.7K
$985K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
319+ 31.06% |
$14.5K - $15.2K
|
1.35K
$64.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
303+ 2.72% |
$13.8K - $14.4K
|
11.5K
$547K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
297+ 3.08% |
$13.5K - $14.1K
|
9.95K
$475K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
293+ 0.32% |
$13.3K - $13.9K
|
91.9K
$4.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
257+ 6.79% |
$11.7K - $12.2K
|
4.04K
$193K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
249+ 4.6% |
$11.3K - $11.9K
|
5.66K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
216New |
$9.81K - $10.3K
|
216
$10.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
200+ 4.56% |
$9.08K - $9.52K
|
4.58K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
189+ 8.06% |
$8.58K - $9K
|
2.53K
$121K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
187+ 0.9% |
$8.49K - $8.9K
|
20.9K
$998K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
183+ 2.08% |
$8.31K - $8.71K
|
8.97K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
182+ 3.71% |
$8.26K - $8.67K
|
5.09K
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
181+ 3.27% |
$8.22K - $8.62K
|
5.71K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
168+ 3.03% |
$7.63K - $8K
|
5.71K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145+ 0.05% |
$6.58K - $6.9K
|
282K
$13.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
136+ 0.31% |
$6.17K - $6.47K
|
43.6K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
130+ 0.71% |
$5.9K - $6.19K
|
18.4K
$877K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
129+ 36.34% |
$5.86K - $6.14K
|
484
$23.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
119+ 2.1% |
$5.4K - $5.67K
|
5.79K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
111+ 0.5% |
$5.04K - $5.28K
|
22.1K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
109+ 2.22% |
$4.95K - $5.19K
|
5.02K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
95+ 1.55% |
$4.31K - $4.52K
|
6.23K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
86+ 0.97% |
$3.9K - $4.09K
|
8.97K
$428K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
86New |
$3.9K - $4.09K
|
86
$4.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 67.57% |
$3.41K - $3.57K
|
186
$8.87K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
71+ 0.77% |
$3.22K - $3.38K
|
9.25K
$441K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
50+ 0.57% |
$2.27K - $2.38K
|
8.85K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 0.79% |
$2.27K - $2.38K
|
6.4K
$305K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
49+ 1.05% |
$2.22K - $2.33K
|
4.73K
$226K
|
|