Latest Institutional Purchases of Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

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 30, 2023 Q4 2022
Orcam Financial Group

Encinitas, CA
BUY
 -
42K
New
$1.51M - $1.66M
42K $1.8M
Jan 20, 2023 Q4 2022
Pathway Financial Advisors LLC

BUY
 -
42K
New
$1.51M - $1.66M
42K $1.8M
Feb 07, 2023 Q4 2022
Prestige Wealth Management Group LLC

BUY
 -
35.7K
New
$1.29M - $1.41M
35.7K $1.54M
Jan 18, 2023 Q4 2022
Congress Asset Management CO

BUY
 -
24.5K
New
$883K - $969K
24.5K $1.05M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
17.6K
+ 834.3%
$634K - $696K
19.7K $846K
Feb 03, 2023 Q4 2022
Allen Capital Group, LLC

BUY
 -
11.8K
New
$425K - $467K
11.8K $506K
Feb 07, 2023 Q4 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
7.12K
New
$257K - $282K
7.12K $306K
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
6.16K
New
$222K - $244K
6.16K $264K
Feb 08, 2023 Q4 2022
Efficient Advisors, LLC

BUY
 -
5.31K
New
$191K - $210K
5.31K $228K
Feb 13, 2023 Q4 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
5.26K
New
$190K - $208K
5.26K $226K
Jan 27, 2023 Q4 2022
Annex Advisory Services, LLC

BUY
 -
2.59K
+ 5.17%
$93.3K - $102K
52.7K $2.26M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
1.3K
New
$47K - $51.6K
1.3K $56K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
765
New
$27.6K - $30.3K
765 $32.8K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
708
New
$25.5K - $28K
708 $30.4K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
299
+ 70.35%
$10.8K - $11.8K
724 $31.1K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
142
New
$5.12K - $5.62K
142 $6.1K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
106
New
$3.82K - $4.19K
106 $4.55K
Feb 14, 2023 Q4 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
79
New
$2.85K - $3.13K
79 $3.39K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
62
New
$2.24K - $2.45K
62 $2.66K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
33
New
$1.19K - $1.31K
33 $1.42K
Q3 2022
Nov 02, 2022 Q3 2022
Forward Management, LLC

BUY
 -
18.4K
New
$672K - $750K
18.4K $789K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
14.9K
New
$545K - $609K
14.9K $640K
Dec 05, 2022 Q3 2022
Lfs Asset Management

San Ramon, CA
BUY
 -
14.6K
+ 12.83%
$534K - $596K
128K $5.52M
Oct 27, 2022 Q3 2022
Affiance Financial, LLC

BUY
 -
1.97K
New
$72.1K - $80.4K
1.97K $84.6K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
1.4K
New
$51.2K - $57.1K
1.4K $60.1K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
1.21K
+ 21.76%
$44.1K - $49.2K
6.75K $290K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
590
New
$21.6K - $24.1K
590 $25.3K
Oct 21, 2022 Q3 2022
Trilogy Capital Inc.

BUY
 -
268
+ 4.59%
$9.8K - $10.9K
6.1K $262K
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
133
+ 3.99%
$4.86K - $5.43K
3.46K $149K
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
100
New
$3.66K - $4.08K
100 $4.29K
Oct 12, 2022 Q3 2022
Acropolis Investment Management, LLC

BUY
 -
20
+ 0.57%
$731 - $816
3.5K $150K
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
10
New
$366 - $408
10 $429
Oct 14, 2022 Q3 2022
Madrona Financial Services, LLC

BUY
 -
4
+ 0.06%
$146 - $163
7K $301K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
1
+ 3.57%
$36.6 - $40.8
29 $1.25K
Q2 2022
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
28.9K
New
$1.11M - $1.24M
28.9K $1.24M
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
BUY
 -
14.2K
New
$542K - $610K
14.2K $608K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.38K
New
$129K - $145K
3.38K $145K
Aug 15, 2022 Q2 2022
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
2.24K
+ 4.97%
$85.7K - $96.4K
47.3K $2.03M
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

BUY
 -
559
New
$21.4K - $24.1K
559 $24K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 0.31%
$38.3 - $43.1
321 $13.8K
Q1 2022
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
62.5K
New
$2.61M - $2.84M
62.5K $2.68M
May 04, 2022 Q1 2022
Manchester Financial Inc

BUY
 -
9.1K
New
$380K - $414K
9.1K $391K
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
1.16K
New
$48.6K - $52.9K
1.16K $50K
May 13, 2022 Q1 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
368
+ 5.92%
$15.4K - $16.7K
6.58K $283K
Apr 27, 2022 Q1 2022
Key F Inancial Inc

BUY
 -
26
New
$1.09K - $1.18K
26 $1.12K
Q4 2021
Jan 18, 2022 Q4 2021
Dentgroup LLC

BUY
 -
13.3K
New
$593K - $612K
13.3K $572K
Q3 2021
Nov 04, 2021 Q3 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
14.5K
New
$649K - $666K
14.5K $623K
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
1.45K
New
$65K - $66.7K
1.45K $62.3K
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
55
+ 1833.33%
$2.46K - $2.53K
58 $2.49K

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