Purchases and Sales Made in Q2 2021 in Ishares Tr Core Moderate Alloc (AOM)
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 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-716- 0.64% |
$31.4K - $32.3K
|
112K
$4.8M
|
|
|
Aug 09, 2021
Q2 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-747- 14.27% |
$32.7K - $33.7K
|
4.49K
$193K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-752- 0.29% |
$32.9K - $33.9K
|
257K
$11M
|
|
|
Jul 23, 2021
Q2 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-791- 2.83% |
$34.6K - $35.7K
|
27.2K
$1.17M
|
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-810Closed |
$35.5K - $36.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-810Closed |
$35.5K - $36.6K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-821- 5.53% |
$36K - $37.1K
|
14K
$602K
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-893- 7.53% |
$39.1K - $40.3K
|
11K
$471K
|
|
|
Jul 06, 2021
Q2 2021
|
Weaver Consulting Group
|
SELL
|
- |
-895- 0.49% |
$39.2K - $40.4K
|
182K
$7.82M
|
|
|
Aug 10, 2021
Q2 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-928- 1.05% |
$40.6K - $41.9K
|
87.3K
$3.75M
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-940- 4.64% |
$41.2K - $42.4K
|
19.3K
$830K
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-978- 10.14% |
$42.8K - $44.1K
|
8.67K
$372K
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-990- 2.78% |
$43.4K - $44.7K
|
34.6K
$1.49M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.12K- 1.58% |
$49K - $50.5K
|
69.9K
$3M
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.28K- 80.21% |
$55.9K - $57.6K
|
315
$13.5K
|
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.42K- 56.36% |
$62.1K - $64K
|
1.1K
$47.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.62KClosed |
$71K - $73.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.84K- 26.34% |
$80.8K - $83.2K
|
5.16K
$221K
|
|
|
Aug 10, 2021
Q2 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.95K- 26.44% |
$85.5K - $88.1K
|
5.43K
$233K
|
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.27K- 84.18% |
$99.5K - $103K
|
427
$18.3K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.32KClosed |
$102K - $105K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.43K- 16.77% |
$106K - $110K
|
12.1K
$518K
|
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.43K- 20.14% |
$106K - $110K
|
9.63K
$414K
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-2.45K- 3.32% |
$107K - $110K
|
71.1K
$3.06M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.54KClosed |
$111K - $115K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.66K- 61.69% |
$117K - $120K
|
1.65K
$70.9K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.02K- 19.21% |
$132K - $136K
|
12.7K
$545K
|
|
|
Aug 12, 2021
Q2 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.04K- 15.1% |
$133K - $137K
|
17.1K
$734K
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.06K- 82.24% |
$134K - $138K
|
661
$28.4K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.71K- 25.34% |
$162K - $167K
|
10.9K
$469K
|
|
|
Jul 29, 2021
Q2 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.8K- 23.18% |
$166K - $172K
|
12.6K
$541K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.03K- 17.06% |
$176K - $182K
|
19.6K
$841K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.54K- 13.76% |
$199K - $205K
|
28.5K
$1.22M
|
|
|
Aug 10, 2021
Q2 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.59KClosed |
$201K - $207K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.93K- 24.5% |
$216K - $222K
|
15.2K
$652K
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-5.46KClosed |
$239K - $246K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.46K- 4.83% |
$239K - $247K
|
108K
$4.62M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.72K- 54.78% |
$250K - $258K
|
4.72K
$203K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.86K- 4.97% |
$257K - $265K
|
112K
$4.81M
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.07K- 35.67% |
$266K - $274K
|
11K
$470K
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.65K- 20.21% |
$291K - $300K
|
26.3K
$1.13M
|
|
|
Jul 22, 2021
Q2 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-7.58K- 45.93% |
$332K - $342K
|
8.92K
$383K
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.71KClosed |
$337K - $348K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 29.09% |
$488K - $503K
|
27.2K
$1.17M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15KClosed |
$657K - $677K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.6K- 41.36% |
$684K - $705K
|
22.1K
$950K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-18.9K- 95.93% |
$827K - $852K
|
800
$34.4K
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.5K- 74.12% |
$942K - $971K
|
7.51K
$322K
|
|
|
Jul 22, 2021
Q2 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-22.1KClosed |
$967K - $997K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-33.2K- 36.36% |
$1.45M - $1.5M
|
58.1K
$2.49M
|