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 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-260- 36.26% |
$9.96K - $11.2K
|
457
$20.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-243Closed |
$9.31K - $10.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-225Closed |
$8.62K - $9.69K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-191- 3.57% |
$7.32K - $8.22K
|
5.15K
$229K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-86Closed |
$3.29K - $3.7K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-74Closed |
$2.83K - $3.19K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-7Closed |
$268 - $301
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-76.1KClosed |
$3.17M - $3.46M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-16KClosed |
$668K - $727K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.4KClosed |
$433K - $471K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-9.71KClosed |
$405K - $441K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-8.8KClosed |
$367K - $400K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-8.73KClosed |
$364K - $397K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-8.41KClosed |
$351K - $382K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.56KClosed |
$232K - $253K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.49KClosed |
$187K - $204K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.44KClosed |
$185K - $202K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-4.41KClosed |
$184K - $201K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.86KClosed |
$120K - $130K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-1.59KClosed |
$66.5K - $72.4K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.56KClosed |
$65K - $70.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-983Closed |
$41K - $44.7K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-626Closed |
$26.1K - $28.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-518Closed |
$21.6K - $23.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-500Closed |
$20.9K - $22.7K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500Closed |
$20.9K - $22.7K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-340Closed |
$14.2K - $15.5K
|
0
$0
|
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-285- 2.47% |
$11.9K - $13K
|
11.3K
$502K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-261Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-167Closed |
$6.97K - $7.59K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-127Closed |
$5.3K - $5.77K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-24Closed |
$1K - $1.09K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-19Closed |
$793 - $864
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-86.6KClosed |
$3.86M - $3.98M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-78.6KClosed |
$3.5M - $3.61M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-62KClosed |
$2.76M - $2.85M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-6.26KClosed |
$279K - $288K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-5.38KClosed |
$240K - $248K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.66KClosed |
$207K - $214K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-4.5KClosed |
$200K - $207K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-931Closed |
$41.5K - $42.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-821Closed |
$36.6K - $37.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-617Closed |
$27.5K - $28.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-447Closed |
$19.9K - $20.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-400Closed |
$17.8K - $18.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-59Closed |
$2.63K - $2.71K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-129KClosed |
$5.76M - $5.91M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-17.9KClosed |
$802K - $824K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15.7KClosed |
$700K - $719K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11.4KClosed |
$511K - $524K
|
0
$0
|
|