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 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.4% |
$2.13K - $2.24K
|
11.8K
$563K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
46+ 0.13% |
$2.09K - $2.19K
|
36K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
46+ 0.83% |
$2.09K - $2.19K
|
5.58K
$266K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
37+ 0.48% |
$1.68K - $1.76K
|
7.77K
$371K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
30+ 0.83% |
$1.36K - $1.43K
|
3.66K
$174K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 1.88% |
$1.27K - $1.33K
|
1.52K
$72.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
27+ 0.15% |
$1.23K - $1.29K
|
17.5K
$836K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
26+ 0.55% |
$1.18K - $1.24K
|
4.73K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
19+ 0.73% |
$863 - $905
|
2.64K
$126K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.71% |
$863 - $905
|
2.68K
$128K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.84% |
$590 - $619
|
1.57K
$74.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.14% |
$545 - $571
|
8.78K
$419K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
11+ 0.14% |
$499 - $524
|
7.64K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9+ 0.76% |
$409 - $428
|
1.19K
$56.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8+ 0.17% |
$363 - $381
|
4.82K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
6+ 0.03% |
$272 - $286
|
17.8K
$850K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5+ 45.45% |
$227 - $238
|
16
$763
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 0.42% |
$182 - $190
|
959
$45.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.8% |
$136 - $143
|
376
$17.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$90.8 - $95.2
|
7.94K
$379K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.32% |
$90.8 - $95.2
|
629
$30K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.7% |
$90.8 - $95.2
|
286
$13.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$90.8 - $95.2
|
7.89K
$376K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1+ 0.02% |
$45.4 - $47.6
|
4.5K
$214K
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
268KNew |
$11.1M - $12.3M
|
268K
$12.8M
|
|
|
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
|
Money Concepts Capital Corp
|
BUY
|
- |
12.8KNew |
$533K - $590K
|
12.8K
$611K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12KNew |
$500K - $554K
|
12K
$574K
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
5.36KNew |
$223K - $247K
|
5.36K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5KNew |
$208K - $230K
|
5K
$239K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.36KNew |
$181K - $201K
|
4.36K
$208K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.06K+ 0.75% |
$85.4K - $94.7K
|
277K
$13.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.05KNew |
$85.1K - $94.2K
|
2.05K
$97.6K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.16KNew |
$48.3K - $53.5K
|
1.16K
$55.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.11K+ 18.7% |
$46.2K - $51.2K
|
7.06K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
598+ 3.79% |
$24.8K - $27.5K
|
16.4K
$782K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
574+ 1007.02% |
$23.8K - $26.4K
|
631
$30.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
371New |
$15.4K - $17.1K
|
371
$17.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239New |
$9.93K - $11K
|
239
$11.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
92+ 1.27% |
$3.82K - $4.24K
|
7.34K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
32+ 1.83% |
$1.33K - $1.47K
|
1.79K
$85.1K
|
|
|
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
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
17+ 0.36% |
$706 - $783
|
4.81K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.2% |
$665 - $737
|
8.01K
$382K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10+ 0.15% |
$416 - $460
|
6.61K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.54% |
$41.6 - $46
|
186
$8.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|