Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-124K- 96.67% |
$5.62M - $5.9M
|
4.26K
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-77.6K- 74.58% |
$3.52M - $3.69M
|
26.4K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-63.4K- 59.41% |
$2.88M - $3.02M
|
43.3K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.9K- 10.51% |
$1.95M - $2.04M
|
365K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36.9K- 88.64% |
$1.68M - $1.76M
|
4.73K
$226K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-27.9K- 88.56% |
$1.27M - $1.33M
|
3.6K
$172K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.4K- 9.24% |
$972K - $1.02M
|
210K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.3K- 21.7% |
$920K - $965K
|
73.1K
$3.49M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.3K- 61.33% |
$694K - $728K
|
9.64K
$460K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.92K- 26.93% |
$405K - $425K
|
24.2K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.29K- 49.99% |
$376K - $395K
|
8.29K
$396K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-7.28K- 64.72% |
$330K - $346K
|
3.97K
$189K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-6.35K- 41.02% |
$288K - $302K
|
9.13K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-6.24K- 10.66% |
$283K - $297K
|
52.3K
$2.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-4.85K- 12.89% |
$220K - $231K
|
32.8K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.61K- 15.74% |
$209K - $219K
|
24.7K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.51K- 26.63% |
$205K - $215K
|
12.4K
$593K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.97K- 24.67% |
$180K - $189K
|
12.1K
$579K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-3K- 22.54% |
$136K - $143K
|
10.3K
$492K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-2.96K- 6.49% |
$134K - $141K
|
42.7K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.96K- 25.46% |
$134K - $141K
|
8.66K
$413K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.54K- 20.24% |
$115K - $121K
|
10K
$477K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.49K- 12.89% |
$113K - $119K
|
16.8K
$803K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.22K- 2.99% |
$101K - $106K
|
72.1K
$3.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.1K- 7.69% |
$95.5K - $100K
|
25.2K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.79K- 18.4% |
$81.4K - $85.4K
|
7.96K
$380K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.46K- 37.31% |
$66.2K - $69.4K
|
2.45K
$117K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 4.12% |
$63.7K - $66.8K
|
32.6K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.32K- 8.22% |
$60.1K - $63K
|
14.8K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.31K- 4.58% |
$59.5K - $62.4K
|
27.3K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.21K- 0.43% |
$54.8K - $57.5K
|
279K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.15K- 6.35% |
$52.2K - $54.8K
|
17K
$809K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.05K- 1.52% |
$47.8K - $50.1K
|
68.2K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.05K- 18.59% |
$47.7K - $50K
|
4.6K
$220K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.04K- 8.32% |
$47.1K - $49.4K
|
11.4K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.03K- 4.88% |
$46.8K - $49.1K
|
20.1K
$958K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-987- 16.73% |
$44.8K - $47K
|
4.91K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-962- 9.51% |
$43.7K - $45.8K
|
9.16K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-665- 6.68% |
$30.2K - $31.7K
|
9.29K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-652- 2.26% |
$29.6K - $31K
|
28.2K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-626- 0.64% |
$28.4K - $29.8K
|
96.6K
$4.61M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-604- 8.21% |
$27.4K - $28.8K
|
6.75K
$322K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-602- 3.4% |
$27.3K - $28.7K
|
17.1K
$816K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-565- 50.0% |
$25.7K - $26.9K
|
565
$27K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-561- 28.96% |
$25.5K - $26.7K
|
1.38K
$65.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-552- 8.46% |
$25.1K - $26.3K
|
5.98K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-530- 7.19% |
$24.1K - $25.2K
|
6.84K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-526- 2.82% |
$23.9K - $25K
|
18.1K
$864K
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-519- 5.45% |
$23.6K - $24.7K
|
9.01K
$430K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-517- 10.75% |
$23.5K - $24.6K
|
4.29K
$205K
|
|