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 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.23KClosed |
$368K - $378K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-7.1KClosed |
$318K - $326K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.77KClosed |
$258K - $265K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.42KClosed |
$198K - $203K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-662Closed |
$29.6K - $30.4K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-157Closed |
$7.02K - $7.21K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-18.9K- 95.93% |
$827K - $852K
|
800
$35.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-5.46KClosed |
$239K - $246K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.59KClosed |
$201K - $207K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.32KClosed |
$102K - $105K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-810Closed |
$35.5K - $36.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-182Closed |
$7.97K - $8.22K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-917KClosed |
$39.3M - $40.4M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-25.2KClosed |
$1.08M - $1.11M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17.3KClosed |
$740K - $760K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-16.9KClosed |
$726K - $747K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-12.4KClosed |
$532K - $547K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-6.49KClosed |
$278K - $286K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.2KClosed |
$266K - $273K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-6.17KClosed |
$265K - $272K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5.81KClosed |
$249K - $256K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.72KClosed |
$73.8K - $75.9K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-677Closed |
$29K - $29.8K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-526Closed |
$22.5K - $23.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-500Closed |
$21.4K - $22K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-90Closed |
$3.86K - $3.97K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-25Closed |
$1.07K - $1.1K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6Closed |
$257 - $264
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-11.7KClosed |
$473K - $507K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.3KClosed |
$336K - $360K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-5.93KClosed |
$240K - $257K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5KClosed |
$202K - $217K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.65KClosed |
$147K - $158K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-151Closed |
$6.1K - $6.54K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-70Closed |
$2.83K - $3.03K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.13KClosed |
$125K - $132K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1KClosed |
$39.9K - $42.1K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-493Closed |
$19.7K - $20.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-12.5KClosed |
$449K - $505K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.38K- 8.5% |
$49.6K - $55.8K
|
14.8K
$660K
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.25KClosed |
$45.1K - $50.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-668Closed |
$24K - $27K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-456Closed |
$16.4K - $18.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-70.3KClosed |
$2.39M - $2.88M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-24.6KClosed |
$837K - $1.01M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-18.4KClosed |
$625K - $753K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13KClosed |
$441K - $531K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.16KClosed |
$175K - $211K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-5.06KClosed |
$172K - $207K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.03KClosed |
$171K - $206K
|
0
$0
|
|