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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.12K- 2.15% |
$46.6K - $51.6K
|
51.1K
$2.44M
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-994- 12.6% |
$41.3K - $45.8K
|
6.9K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-536- 40.54% |
$22.3K - $24.7K
|
786
$37.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-195- 60.37% |
$8.1K - $8.98K
|
128
$6.11K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-97- 5.88% |
$4.03K - $4.47K
|
1.55K
$74.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-42- 8.28% |
$1.75K - $1.93K
|
465
$22.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-31- 0.51% |
$1.29K - $1.43K
|
6.08K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17- 2.06% |
$706 - $783
|
809
$38.6K
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-42.3K- 87.14% |
$1.82M - $1.89M
|
6.25K
$298K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.6KClosed |
$456K - $475K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.18K- 81.2% |
$179K - $187K
|
968
$46.2K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-869- 13.72% |
$37.3K - $38.9K
|
5.47K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-786- 7.81% |
$33.7K - $35.1K
|
9.28K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-553- 7.37% |
$23.7K - $24.7K
|
6.96K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-446- 93.7% |
$19.1K - $19.9K
|
30
$1.43K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-379- 27.27% |
$16.3K - $16.9K
|
1.01K
$48.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-366- 4.18% |
$15.7K - $16.4K
|
8.39K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-364- 5.9% |
$15.6K - $16.3K
|
5.81K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-262- 50.0% |
$11.2K - $11.7K
|
262
$12.5K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.15% |
$129 - $134
|
1.96K
$93.4K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.1K- 62.94% |
$612K - $635K
|
8.3K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.31K- 11.66% |
$56.7K - $58.8K
|
9.88K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-773- 6.32% |
$33.6K - $34.8K
|
11.5K
$546K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-360- 7.08% |
$15.6K - $16.2K
|
4.72K
$225K
|
|
|
Sep 24, 2025
Q4 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-154Closed |
$6.69K - $6.94K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-29- 17.68% |
$1.26K - $1.31K
|
135
$6.44K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4- 0.07% |
$174 - $180
|
5.69K
$271K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-113K- 78.51% |
$4.82M - $5.11M
|
30.9K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-18.9K- 99.38% |
$806K - $853K
|
117
$5.58K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.03K- 22.76% |
$172K - $182K
|
13.7K
$653K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.74K- 6.25% |
$117K - $124K
|
41.1K
$1.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-41- 73.21% |
$1.75K - $1.85K
|
15
$716
|
|
| Q2 2024 | |||||||
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.04K- 18.17% |
$42.9K - $45.1K
|
4.69K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-906- 8.5% |
$37.3K - $39.2K
|
9.75K
$465K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-522Closed |
$21.5K - $22.6K
|
0
$0
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-317- 8.77% |
$13.1K - $13.7K
|
3.3K
$157K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-44- 0.79% |
$1.81K - $1.9K
|
5.56K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.01% |
$41.2 - $43.3
|
9.99K
$477K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5.53K- 33.94% |
$226K - $237K
|
10.8K
$514K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.03KClosed |
$205K - $215K
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 9.3% |
$16.3K - $17.1K
|
3.9K
$186K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-354- 1.0% |
$14.5K - $15.1K
|
35.1K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-300- 5.07% |
$12.3K - $12.8K
|
5.62K
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-96- 1.88% |
$3.92K - $4.11K
|
5.02K
$239K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-50- 0.92% |
$2.04K - $2.14K
|
5.4K
$258K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.49K- 33.03% |
$94.1K - $104K
|
5.05K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-945- 8.89% |
$35.7K - $39.5K
|
9.69K
$462K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-527- 8.03% |
$19.9K - $22K
|
6.04K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-378- 40.65% |
$14.3K - $15.8K
|
552
$26.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-232- 28.05% |
$8.78K - $9.69K
|
595
$28.4K
|
|