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
Jul 24, 2024 Q2 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.97K
+ 2.49%
$86.5K - $89.1K
81.3K $3.49M
Jul 16, 2021 Q2 2021
Vigilare Wealth Management

BUY
 -
1.96K
+ 31.58%
$86K - $88.6K
8.18K $351K
Jul 26, 2021 Q2 2021
Spire Wealth Management

BUY
 -
1.9K
+ 11.0%
$83K - $85.5K
19.1K $821K
Jul 20, 2021 Q2 2021
Legacy Financial Group LLC

BUY
 -
1.64K
+ 9.13%
$71.6K - $73.8K
19.5K $839K
Aug 13, 2021 Q2 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.58K
+ 13.85%
$69.1K - $71.2K
13K $557K
Jul 26, 2021 Q2 2021
Time Scale Financial, Inc.

BUY
 -
1.42K
+ 110.08%
$62.2K - $64.1K
2.71K $116K
Jul 30, 2021 Q2 2021
Clearview Wealth Advisors LLC

BUY
 -
1.37K
+ 39.37%
$60.1K - $61.9K
4.86K $209K
Jul 14, 2021 Q2 2021
Brookstone Capital Management

BUY
 -
1.35K
+ 1.01%
$59.3K - $61.1K
135K $5.8M
Aug 13, 2021 Q2 2021
Summit Wealth & Retirement Planning, Inc.

BUY
 -
1.22K
+ 0.59%
$53.6K - $55.2K
208K $8.91M
Aug 17, 2021 Q2 2021
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
1.16K
+ 2.75%
$50.9K - $52.4K
43.3K $1.86M
Jul 28, 2021 Q2 2021
Kestra Advisory Services, LLC

BUY
 -
946
+ 2.07%
$41.4K - $42.7K
46.6K $2M
Aug 13, 2021 Q2 2021
Integrated Wealth Concepts LLC

BUY
 -
918
+ 5.13%
$40.2K - $41.4K
18.8K $809K
Jul 13, 2021 Q2 2021
Rda Financial Network

BUY
 -
850
+ 3.26%
$37.2K - $38.4K
26.9K $1.16M
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

BUY
 -
731
New
$32K - $33K
731 $31.4K
Aug 30, 2024 Q2 2021
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
713
+ 9.17%
$31.2K - $32.2K
8.49K $364K
Jul 19, 2021 Q2 2021
Stratos Wealth Partners, Ltd.

BUY
 -
588
+ 3.89%
$25.8K - $26.5K
15.7K $674K
Jul 09, 2021 Q2 2021
Savior LLC

BUY
 -
582
+ 727.5%
$25.5K - $26.3K
662 $28.4K
Aug 04, 2021 Q2 2021
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
511
+ 2.61%
$22.4K - $23.1K
20.1K $862K
Aug 02, 2021 Q2 2021
Optimum Investment Advisors

BUY
 -
500
New
$21.9K - $22.6K
500 $21.5K
Sep 10, 2024 Q2 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
499
+ 3.17%
$21.9K - $22.5K
16.3K $698K
Aug 17, 2021 Q2 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
494
+ 8.9%
$21.6K - $22.3K
6.05K $260K
Aug 11, 2021 Q2 2021
Commonwealth Equity Services, LLC

BUY
 -
488
+ 0.45%
$21.4K - $22K
109K $4.67M
Aug 19, 2021 Q2 2021
M Holdings Securities, Inc.

Portland, OR
BUY
 -
475
+ 1.59%
$20.8K - $21.4K
30.4K $1.3M
Aug 03, 2021 Q2 2021
Adams Wealth Management

BUY
 -
466
+ 7.69%
$20.4K - $21K
6.52K $280K
Aug 16, 2021 Q2 2021
Truist Financial Corp

BUY
 -
464
+ 5.89%
$20.3K - $20.9K
8.35K $358K
Aug 13, 2021 Q2 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
458
+ 4.58%
$20.1K - $20.7K
10.5K $449K
Aug 17, 2021 Q2 2021
Occidental Asset Management, LLC

BUY
 -
450
+ 5.11%
$19.7K - $20.3K
9.26K $398K
Sep 08, 2021 Q2 2021
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
413
+ 9.04%
$18.1K - $18.6K
4.98K $214K
Aug 02, 2021 Q2 2021
Tci Wealth Advisors, Inc.

BUY
 -
361
New
$15.8K - $16.3K
361 $15.5K
Aug 02, 2021 Q2 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
350
+ 5.12%
$15.3K - $15.8K
7.19K $309K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
348
New
$15.2K - $15.7K
348 $14.9K
Jul 14, 2021 Q2 2021
Affiance Financial, LLC

BUY
 -
337
+ 47.8%
$14.8K - $15.2K
1.04K $44.7K
Jul 23, 2021 Q2 2021
Archford Capital Strategies, LLC

BUY
 -
323
+ 2.4%
$14.1K - $14.6K
13.8K $592K
Jul 29, 2021 Q2 2021
Kovack Advisors, Inc.

BUY
 -
281
+ 0.69%
$12.3K - $12.7K
40.7K $1.75M
Aug 11, 2021 Q2 2021
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
266
New
$11.7K - $12K
266 $11.4K
Mar 22, 2023 Q2 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
230
+ 6.67%
$10.1K - $10.4K
3.68K $158K
Aug 13, 2021 Q2 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
227
+ 0.23%
$9.94K - $10.2K
98.9K $4.25M
Aug 12, 2021 Q2 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
225
New
$9.86K - $10.2K
225 $9.66K
Aug 13, 2021 Q2 2021
Howe & Rusling Inc

Rochester, NY
BUY
 -
223
New
$9.77K - $10.1K
223 $9.58K
Jul 15, 2021 Q2 2021
Hbw Advisory Services LLC

BUY
 -
209
+ 2.38%
$9.15K - $9.43K
8.99K $386K
Aug 13, 2021 Q2 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
207
+ 1.51%
$9.07K - $9.34K
13.9K $598K
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
200
New
$8.76K - $9.03K
200 $8.59K
Aug 04, 2021 Q2 2021
Lake Point Wealth Management

BUY
 -
193
+ 97.47%
$8.45K - $8.71K
391 $16.8K
Aug 19, 2021 Q2 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
182
+ 2.05%
$7.97K - $8.22K
9.06K $389K
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
180
+ 16.3%
$7.88K - $8.13K
1.28K $55.1K
Jul 23, 2021 Q2 2021
Personal Wealth Partners

Bloomington, MN
BUY
 -
157
New
$6.88K - $7.09K
157 $6.74K
Aug 12, 2021 Q2 2021
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
156
+ 1.73%
$6.83K - $7.04K
9.15K $393K
Aug 09, 2021 Q2 2021
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
106
+ 1.25%
$4.64K - $4.78K
8.61K $370K
Jul 06, 2021 Q2 2021
Advisor Net Financial, Inc

BUY
 -
100
+ 1.05%
$4.38K - $4.51K
9.62K $413K

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