Purchases and Sales Made in Q1 2023 in Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR CORE MODERATE ALLOC.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
863
+ 12.13%
$33K - $34.9K
7.98K $348K
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

BUY
 -
694
+ 4.14%
$26.5K - $28.1K
17.5K $761K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
662
+ 6.42%
$25.3K - $26.8K
11K $479K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
640
+ 6.63%
$24.4K - $25.9K
10.3K $448K
Apr 18, 2023 Q1 2023
Ellenbecker Investment Group

BUY
 -
630
+ 5.14%
$24.1K - $25.5K
12.9K $562K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
578
New
$22.1K - $23.4K
578 $25.2K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
571
+ 3.95%
$21.8K - $23.1K
15K $655K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
567
+ 2.69%
$21.7K - $22.9K
21.6K $943K
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
542
+ 5.39%
$20.7K - $21.9K
10.6K $462K
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
523
+ 6.52%
$20K - $21.2K
8.54K $372K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
490
New
$18.7K - $19.8K
490 $21.4K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
472
New
$18K - $19.1K
472 $20.6K
Apr 21, 2023 Q1 2023
Legacy Financial Group LLC

BUY
 -
465
+ 2.99%
$17.8K - $18.8K
16K $698K
May 03, 2023 Q1 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
425
+ 8.22%
$16.2K - $17.2K
5.59K $244K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
420
+ 7.64%
$16K - $17K
5.91K $258K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
381
+ 31.15%
$14.6K - $15.4K
1.6K $69.9K
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
373
+ 2.34%
$14.2K - $15.1K
16.3K $712K
May 30, 2023 Q1 2023
Fullen Financial Group

BUY
 -
339
+ 2.47%
$12.9K - $13.7K
14.1K $613K
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
323
New
$12.3K - $13.1K
323 $14.1K
May 12, 2023 Q1 2023
Richard Bernstein Advisors LLC

BUY
 -
240
New
$9.17K - $9.71K
240 $10.5K
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
195
+ 51.72%
$7.45K - $7.89K
572 $24.9K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
190
+ 2.8%
$7.26K - $7.69K
6.98K $304K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
182
New
$6.95K - $7.36K
182 $7.93K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
168
+ 2.27%
$6.42K - $6.8K
7.56K $329K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
166
+ 63.36%
$6.34K - $6.71K
428 $18.7K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
159
New
$6.07K - $6.43K
159 $6.93K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
156
+ 2.2%
$5.96K - $6.31K
7.24K $316K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
151
+ 1.3%
$5.77K - $6.11K
11.8K $514K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
115
+ 0.37%
$4.39K - $4.65K
31.2K $1.36M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
96
New
$3.67K - $3.88K
96 $4.18K
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
80
+ 1.02%
$3.06K - $3.24K
7.95K $347K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
78
+ 3.09%
$2.98K - $3.16K
2.6K $113K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
65
+ 4.97%
$2.48K - $2.63K
1.37K $59.8K
Apr 20, 2023 Q1 2023
Fort Henry Capital, LLC

BUY
 -
63
+ 0.26%
$2.41K - $2.55K
24.6K $1.07M
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
62
+ 0.62%
$2.37K - $2.51K
10.1K $439K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
61
+ 0.59%
$2.33K - $2.47K
10.4K $455K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
39
+ 2.26%
$1.49K - $1.58K
1.77K $77K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
31
+ 44.29%
$1.18K - $1.25K
101 $4.4K
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
19
+ 0.81%
$726 - $769
2.36K $103K
May 05, 2023 Q1 2023
Bellwether Advisors, LLC

BUY
 -
17
+ 3.1%
$649 - $688
566 $24.7K
Apr 20, 2023 Q1 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
17
+ 0.2%
$649 - $688
8.41K $367K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
10
+ 0.08%
$382 - $405
12K $525K
May 12, 2023 Q1 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
5
+ 0.08%
$191 - $202
6.64K $289K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
2
+ 0.2%
$76.4 - $80.9
1.01K $44.2K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
1
New
$38.2 - $40.5
1 $43.6
May 02, 2023 Q1 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
1
+ 1.27%
$38.2 - $40.5
80 $3.49K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-5
- 35.71%
$191 - $202
9 $392
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

SELL
 -
-5
- 0.59%
$191 - $202
837 $36.5K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

SELL
 -
-15
- 0.14%
$573 - $607
10.4K $453K

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