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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.21KNew |
$94.3K - $99.9K
|
2.21K
$105K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.87K+ 16.2% |
$79.8K - $84.5K
|
13.4K
$640K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.3K+ 5.59% |
$55.3K - $58.6K
|
24.5K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
516New |
$22K - $23.3K
|
516
$24.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
340+ 3.95% |
$14.5K - $15.4K
|
8.95K
$427K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 1.3% |
$683 - $723
|
1.25K
$59.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.71% |
$128 - $136
|
427
$20.4K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$85.3 - $90.4
|
7.02K
$335K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
64.1K+ 2.41% |
$2.64M - $2.77M
|
2.73M
$130M
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18.1KNew |
$744K - $781K
|
18.1K
$862K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.34KNew |
$261K - $274K
|
6.34K
$302K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.62KNew |
$190K - $200K
|
4.62K
$220K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
676New |
$27.8K - $29.2K
|
676
$32.2K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
500New |
$20.6K - $21.6K
|
500
$23.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
363New |
$14.9K - $15.7K
|
363
$17.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
250+ 155.28% |
$10.3K - $10.8K
|
411
$19.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
180New |
$7.41K - $7.79K
|
180
$8.59K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
168New |
$6.92K - $7.27K
|
168
$8.01K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
112New |
$4.61K - $4.84K
|
112
$5.34K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$412 - $433
|
10
$477
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3New |
$124 - $130
|
3
$143
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.2% |
$41.2 - $43.3
|
499
$23.8K
|
|
| Q1 2024 | |||||||
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6.22KNew |
$254K - $266K
|
6.22K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.94K+ 13.0% |
$202K - $211K
|
43K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
303New |
$12.4K - $13K
|
303
$14.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$40.9 - $42.8
|
1
$47.7
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.5KNew |
$3.05M - $3.36M
|
80.5K
$3.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
35.2KNew |
$1.33M - $1.47M
|
35.2K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
21.2K+ 29.12% |
$803K - $887K
|
94.1K
$4.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
11KNew |
$416K - $460K
|
11K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.27KNew |
$313K - $346K
|
8.27K
$395K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.74KNew |
$293K - $323K
|
7.74K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.03KNew |
$266K - $294K
|
7.03K
$335K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.53KNew |
$209K - $231K
|
5.53K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.5KNew |
$208K - $230K
|
5.5K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.94K+ 6.03% |
$73.5K - $81.1K
|
34.1K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
882New |
$33.4K - $36.8K
|
882
$42.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
796New |
$30.1K - $33.3K
|
796
$38K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
619+ 2.03% |
$23.4K - $25.9K
|
31.2K
$1.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
407New |
$15.4K - $17K
|
407
$19.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
230New |
$8.7K - $9.61K
|
230
$11K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
159+ 1.43% |
$6.01K - $6.64K
|
11.3K
$538K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
145+ 2.32% |
$5.49K - $6.06K
|
6.4K
$305K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
85New |
$3.22K - $3.55K
|
85
$4.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14New |
$530 - $585
|
14
$668
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 300.0% |
$113 - $125
|
4
$191
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.88% |
$113 - $125
|
163
$7.78K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$75.7 - $83.6
|
2
$95.4
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
34.3KNew |
$1.33M - $1.4M
|
34.3K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.5KNew |
$681K - $716K
|
17.5K
$837K
|
|