Purchases and Sales Made in Q2 2021 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 Q2 2021. 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
Aug 11, 2021 Q2 2021
Black Rock Inc.

New York, NY
BUY
 -
2.2M
New
$96.3M - $99.3M
2.2M $94.4M
Jul 27, 2021 Q2 2021
Weitzel Financial Services, Inc.

BUY
 -
1.96M
+ 4757.59%
$85.7M - $88.3M
2M $85.8M
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
334K
New
$14.6M - $15.1M
334K $14.4M
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
331K
New
$14.5M - $15M
331K $14.2M
Aug 12, 2021 Q2 2021
Tiedemann Advisors, LLC

BUY
 -
139K
+ 9.51%
$6.07M - $6.26M
1.6M $68.6M
Aug 13, 2021 Q2 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
83.5K
+ 608.35%
$3.66M - $3.77M
97.2K $4.18M
Aug 13, 2021 Q2 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
72.1K
+ 9.66%
$3.16M - $3.26M
819K $35.2M
Aug 13, 2021 Q2 2021
Barclays PLC

London, X0
BUY
 -
60.7K
+ 215.34%
$2.66M - $2.74M
88.9K $3.82M
Aug 13, 2021 Q2 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
38.7K
+ 5882.8%
$1.69M - $1.74M
39.3K $1.69M
Aug 06, 2021 Q2 2021
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
32.1K
+ 47.2%
$1.41M - $1.45M
100K $4.3M
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
24.4K
+ 34.87%
$1.07M - $1.1M
94.3K $4.05M
Aug 05, 2021 Q2 2021
Reston Wealth Management LLC

BUY
 -
23.7K
+ 19.7%
$1.04M - $1.07M
144K $6.18M
Aug 02, 2021 Q2 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.8K
+ 5.62%
$869K - $896K
373K $16M
Aug 31, 2021 Q2 2021
Snider Financial Group

Bellevue, WA
BUY
 -
17.9K
New
$785K - $809K
17.9K $770K
Aug 12, 2021 Q2 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
14.6K
+ 90.8%
$640K - $659K
30.7K $1.32M
May 15, 2024 Q2 2021
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
13.5K
New
$591K - $609K
13.5K $579K
Jul 14, 2021 Q2 2021
Arq Wealth Advisors, LLC

BUY
 -
9.52K
+ 7.99%
$417K - $430K
129K $5.53M
Aug 16, 2021 Q2 2021
First Heartland Consultants, Inc.

BUY
 -
8.63K
New
$378K - $390K
8.63K $371K
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
8.57K
+ 105.25%
$375K - $387K
16.7K $717K
Sep 24, 2021 Q2 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
8.23K
New
$360K - $371K
8.23K $353K
Aug 12, 2021 Q2 2021
Bank Of Montreal

Toronto, A6
BUY
 -
8.12K
New
$356K - $367K
8.12K $349K
Aug 19, 2021 Q2 2021
Advisor Resource Council

BUY
 -
7.37K
+ 2117.24%
$323K - $333K
7.72K $331K
Aug 16, 2021 Q2 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
7.33K
+ 6.22%
$321K - $331K
125K $5.37M
Apr 19, 2024 Q2 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
6.8K
New
$298K - $307K
6.8K $292K
Aug 04, 2021 Q2 2021
Envestnet Asset Management Inc

BUY
 -
6.73K
+ 7.16%
$295K - $304K
101K $4.33M
Jul 26, 2021 Q2 2021
Royal Fund Management, LLC

BUY
 -
6.69K
+ 15.63%
$293K - $302K
49.5K $2.12M
Jul 21, 2021 Q2 2021
Hollencrest Capital Management

BUY
 -
6.53K
New
$286K - $295K
6.53K $281K
Jul 21, 2021 Q2 2021
Simpli Fi, Inc.

BUY
 -
6.44K
New
$282K - $291K
6.44K $277K
Aug 13, 2021 Q2 2021
Ubs Group Ag

BUY
 -
6.16K
+ 12.58%
$270K - $278K
55.1K $2.37M
Jul 30, 2021 Q2 2021
Clear Creek Financial Management, LLC

BUY
 -
6.1K
New
$267K - $276K
6.1K $262K
Aug 16, 2021 Q2 2021
Two Sigma Securities, LLC

New York, NY
BUY
 -
5.77K
New
$253K - $260K
5.77K $248K
Aug 13, 2021 Q2 2021
Aveo Capital Partners, LLC

BUY
 -
5.16K
+ 12.36%
$226K - $233K
46.9K $2.01M
Aug 10, 2021 Q2 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.05K
+ 16.5%
$221K - $228K
35.7K $1.53M
Jul 29, 2021 Q2 2021
Avantax Advisory Services, Inc.

BUY
 -
5.03K
New
$220K - $227K
5.03K $216K
Aug 06, 2021 Q2 2021
J.W. Cole Advisors, Inc.

BUY
 -
5.02K
+ 42.67%
$220K - $227K
16.8K $721K
Aug 17, 2021 Q2 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.73K
+ 5.37%
$207K - $214K
92.8K $3.98M
Aug 09, 2021 Q2 2021
Avidian Wealth Solutions, LLC

BUY
 -
4.7K
New
$206K - $212K
4.7K $202K
Aug 03, 2021 Q2 2021
First Ascent Asset Management, LLC

BUY
 -
4.6K
New
$202K - $208K
4.6K $198K
Aug 10, 2021 Q2 2021
True Private Wealth Advisors

BUY
 -
4.59K
New
$201K - $207K
4.59K $197K
Jul 26, 2021 Q2 2021
Flagship Harbor Advisors, LLC

BUY
 -
4.55K
New
$199K - $205K
4.55K $195K
Jul 22, 2021 Q2 2021
Divergent Planning, LLC

BUY
 -
4.55K
New
$199K - $205K
4.55K $195K
Aug 09, 2021 Q2 2021
Cadence Bank Na

BUY
 -
4.5K
New
$197K - $203K
4.5K $193K
Aug 12, 2021 Q2 2021
Advisory Services Network, LLC

BUY
 -
4.47K
New
$196K - $202K
4.47K $192K
Aug 12, 2021 Q2 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
4.42K
New
$194K - $200K
4.42K $190K
Jul 19, 2021 Q2 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
3.99K
+ 52.58%
$175K - $180K
11.6K $498K
Aug 13, 2021 Q2 2021
Steward Partners Investment Advisory, LLC

BUY
 -
3.83K
+ 15.14%
$168K - $173K
29.1K $1.25M
Aug 11, 2021 Q2 2021
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
3.82K
+ 21.09%
$167K - $173K
22K $943K
Aug 10, 2021 Q2 2021
Dynamic Advisor Solutions LLC

BUY
 -
2.54K
+ 5.17%
$111K - $115K
51.7K $2.22M
Aug 02, 2021 Q2 2021
Madrona Financial Services, LLC

BUY
 -
2.19K
+ 4.48%
$96.1K - $99K
51.2K $2.2M

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