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 04, 2021 Q2 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
89
New
$3.9K - $4.02K
89 $3.82K
Aug 10, 2021 Q2 2021
Main Street Financial Solutions, LLC

BUY
 -
70
+ 0.86%
$3.07K - $3.16K
8.23K $353K
Aug 13, 2021 Q2 2021
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
57
+ 5.41%
$2.5K - $2.57K
1.11K $47.7K
Aug 17, 2021 Q2 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
29
+ 0.42%
$1.27K - $1.31K
7.01K $301K
Jul 28, 2021 Q2 2021
Davenport & CO LLC

BUY
 -
25
+ 0.18%
$1.1K - $1.13K
14.1K $607K
Aug 03, 2021 Q2 2021
Lokken Investment Group LLC

BUY
 -
17
+ 0.18%
$745 - $767
9.69K $416K
Aug 16, 2021 Q2 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
16
+ 0.26%
$701 - $722
6.26K $269K
Jul 27, 2021 Q2 2021
Harbor Investment Advisory, LLC

BUY
 -
14
+ 0.92%
$613 - $632
1.53K $65.7K
Aug 12, 2021 Q2 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
12
+ 0.18%
$526 - $542
6.56K $282K
Jul 20, 2021 Q2 2021
Professional Financial Advisors, LLC

BUY
 -
8
+ 0.24%
$350 - $361
3.41K $146K
Aug 16, 2021 Q2 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
3
+ 0.06%
$131 - $135
5.07K $218K
Jul 15, 2021 Q2 2021
Wolff Wiese Magana LLC

BUY
 -
1
+ 0.1%
$43.8 - $45.1
990 $42.5K
Aug 12, 2021 Q2 2021
North Rock Partners, LLC

BUY
 -
1
+ 0.01%
$43.8 - $45.1
7.77K $334K
Jul 13, 2021 Q2 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1
+ 0.55%
$43.8 - $45.1
182 $7.82K
Jul 27, 2021 Q2 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-2
- 0.03%
$87.6 - $90.3
7.82K $336K
Aug 06, 2021 Q2 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-4
- 0.19%
$175 - $181
2.07K $89.1K
Aug 04, 2021 Q2 2021
Jnba Financial Advisors

SELL
 -
-11
- 1.1%
$482 - $497
987 $42.4K
Aug 13, 2021 Q2 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-11
- 0.04%
$482 - $497
27.9K $1.2M
Aug 16, 2021 Q2 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-12
- 0.15%
$526 - $542
8.02K $345K
Aug 11, 2021 Q2 2021
Bluesphere Advisors, LLC

East Norriton, PA
SELL
 -
-20
- 0.3%
$876 - $903
6.56K $282K
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-28
- 0.09%
$1.23K - $1.26K
31.5K $1.35M
Jul 29, 2021 Q2 2021
Ironwood Financial, LLC

SELL
 -
-34
- 7.07%
$1.49K - $1.53K
447 $19.2K
Aug 09, 2021 Q2 2021
Aspire Private Capital, LLC

SELL
 -
-89
- 5.39%
$3.9K - $4.02K
1.56K $67.1K
Aug 16, 2021 Q2 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-94
- 1.05%
$4.12K - $4.24K
8.83K $379K
Aug 04, 2021 Q2 2021
Jfs Wealth Advisors, LLC

SELL
 -
-113
- 9.17%
$4.95K - $5.1K
1.12K $48K
Jul 20, 2021 Q2 2021
Financial Management Network Inc

SELL
 -
-129
- 1.21%
$5.65K - $5.82K
10.5K $451K
Jul 27, 2021 Q2 2021
Ahrens Investment Partners LLC

SELL
 -
-146
- 2.17%
$6.39K - $6.59K
6.57K $282K
Aug 16, 2021 Q2 2021
Shore Haven Wealth Partners, LLC

SELL
 -
-182
Closed
$7.97K - $8.22K
0 $0
Aug 13, 2021 Q2 2021
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-183
- 6.35%
$8.02K - $8.26K
2.7K $116K
Aug 09, 2021 Q2 2021
Belpointe Asset Management LLC

SELL
 -
-183
- 3.14%
$8.02K - $8.26K
5.64K $242K
Jul 14, 2021 Q2 2021
Fort Henry Capital, LLC

SELL
 -
-190
- 0.64%
$8.32K - $8.58K
29.5K $1.27M
Aug 05, 2021 Q2 2021
Lebenthal Global Advisors, LLC

SELL
 -
-200
- 2.74%
$8.76K - $9.03K
7.1K $305K
Aug 05, 2021 Q2 2021
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-225
- 19.48%
$9.86K - $10.2K
930 $39.9K
Jul 14, 2021 Q2 2021
Soa Wealth Advisors, Llc.

SELL
 -
-240
- 3.57%
$10.5K - $10.8K
6.49K $278K
Aug 05, 2021 Q2 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-250
- 6.23%
$11K - $11.3K
3.76K $162K
Aug 02, 2021 Q2 2021
Northwest Wealth Management, LLC

SELL
 -
-253
- 1.42%
$11.1K - $11.4K
17.6K $754K
Aug 02, 2021 Q2 2021
Allworth Financial LP

SELL
 -
-260
- 14.27%
$11.4K - $11.7K
1.56K $67.1K
Aug 10, 2021 Q2 2021
Wealthquest Corp

Cincinnati, OH
SELL
 -
-326
- 3.81%
$14.3K - $14.7K
8.23K $353K
Mar 11, 2024 Q2 2021
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-328
- 2.79%
$14.4K - $14.8K
11.4K $490K
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-330
- 2.68%
$14.5K - $14.9K
12K $514K
Jul 13, 2021 Q2 2021
Tpg Financial Advisors, LLC

SELL
 -
-332
- 6.02%
$14.5K - $15K
5.19K $223K
Aug 13, 2021 Q2 2021
Financial Strategies Group, Inc.

SELL
 -
-343
- 4.17%
$15K - $15.5K
7.89K $339K
Jul 27, 2021 Q2 2021
Capital Investment Advisory Services, LLC

SELL
 -
-372
- 3.21%
$16.3K - $16.8K
11.2K $481K
Aug 13, 2021 Q2 2021
Cahaba Wealth Management, Inc.

SELL
 -
-379
- 7.81%
$16.6K - $17.1K
4.47K $192K
Jul 20, 2021 Q2 2021
Ritholtz Wealth Management

SELL
 -
-386
- 1.48%
$16.9K - $17.4K
25.6K $1.1M
Jul 06, 2021 Q2 2021
Mascoma Wealth Management LLC

SELL
 -
-417
Closed
$18.3K - $18.8K
0 $0
Jul 26, 2021 Q2 2021
Fullen Financial Group

SELL
 -
-442
- 3.64%
$19.4K - $20K
11.7K $502K
Jul 29, 2021 Q2 2021
Annex Advisory Services, LLC

SELL
 -
-462
- 0.99%
$20.2K - $20.9K
46.4K $1.99M
Jul 23, 2021 Q2 2021
Polaris Wealth Advisory Group, LLC

SELL
 -
-501
- 7.36%
$21.9K - $22.6K
6.31K $271K

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