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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
Adams Wealth Management
|
SELL
|
- |
-517- 10.75% |
$23.5K - $24.6K
|
4.29K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-517- 10.75% |
$23.5K - $24.6K
|
4.29K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-511- 3.69% |
$23.2K - $24.3K
|
13.3K
$636K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-470Closed |
$21.3K - $22.4K
|
0
$0
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-458- 2.36% |
$20.8K - $21.8K
|
18.9K
$903K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-454- 6.13% |
$20.6K - $21.6K
|
6.95K
$332K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-448- 0.97% |
$20.3K - $21.3K
|
45.5K
$2.17M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-439- 17.19% |
$19.9K - $20.9K
|
2.12K
$101K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-406- 9.95% |
$18.4K - $19.3K
|
3.68K
$175K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-400- 38.76% |
$18.2K - $19K
|
632
$30.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-375- 4.86% |
$17K - $17.9K
|
7.34K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-354- 83.29% |
$16.1K - $16.9K
|
71
$3.39K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-331- 0.37% |
$15K - $15.8K
|
89.9K
$4.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-325- 2.45% |
$14.8K - $15.5K
|
12.9K
$616K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-318- 3.79% |
$14.4K - $15.1K
|
8.08K
$385K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-301- 9.16% |
$13.7K - $14.3K
|
2.99K
$142K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-247- 2.58% |
$11.2K - $11.8K
|
9.34K
$445K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-227- 0.16% |
$10.3K - $10.8K
|
141K
$6.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-225- 4.23% |
$10.2K - $10.7K
|
5.1K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-208- 0.97% |
$9.44K - $9.9K
|
21.3K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-199- 0.95% |
$9.03K - $9.47K
|
20.7K
$987K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-199- 19.53% |
$9.03K - $9.47K
|
820
$39.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-197- 0.77% |
$8.94K - $9.38K
|
25.3K
$1.21M
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-176- 1.07% |
$7.99K - $8.38K
|
16.2K
$773K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-155- 8.23% |
$7.04K - $7.38K
|
1.73K
$82.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-151- 0.66% |
$6.86K - $7.19K
|
22.8K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-144- 16.59% |
$6.54K - $6.86K
|
724
$34.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-131- 1.55% |
$5.95K - $6.24K
|
8.31K
$396K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-70- 0.36% |
$3.18K - $3.33K
|
19.6K
$936K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62- 0.42% |
$2.81K - $2.95K
|
14.8K
$705K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-50- 43.48% |
$2.27K - $2.38K
|
65
$3.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-40Closed |
$1.82K - $1.9K
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-36- 2.02% |
$1.63K - $1.71K
|
1.74K
$83.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-35- 7.53% |
$1.59K - $1.67K
|
430
$20.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-35- 1.39% |
$1.59K - $1.67K
|
2.49K
$119K
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-33- 1.96% |
$1.5K - $1.57K
|
1.65K
$78.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-27- 36.0% |
$1.23K - $1.29K
|
48
$2.29K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-22- 5.15% |
$999 - $1.05K
|
405
$19.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8- 0.05% |
$363 - $381
|
15.1K
$721K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4- 7.02% |
$182 - $190
|
53
$2.53K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2- 0.01% |
$90.8 - $95.2
|
27.9K
$1.33M
|
|
| Q2 2025 | |||||||
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-66.5K- 93.75% |
$2.76M - $3.06M
|
4.43K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.12K- 29.26% |
$254K - $282K
|
14.8K
$705K
|
|