Purchases and Sales Made in Q2 2022 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q2 2022. 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 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2- 0.06% |
$76.6 - $86.1
|
3.33K
$145K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3- 0.09% |
$115 - $129
|
3.45K
$150K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-7Closed |
$268 - $301
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-7- 0.13% |
$268 - $301
|
5.34K
$233K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8Closed |
$306 - $344
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-68- 1.22% |
$2.6K - $2.93K
|
5.49K
$239K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-73- 0.24% |
$2.8K - $3.14K
|
29.9K
$1.3M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-74Closed |
$2.83K - $3.19K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-86Closed |
$3.29K - $3.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-99- 0.78% |
$3.79K - $4.26K
|
12.5K
$547K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-105- 10.14% |
$4.02K - $4.52K
|
930
$40.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-106- 0.82% |
$4.06K - $4.56K
|
12.8K
$560K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-123- 1.26% |
$4.71K - $5.3K
|
9.62K
$419K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-125- 0.44% |
$4.79K - $5.38K
|
28.5K
$1.24M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-134- 9.68% |
$5.13K - $5.77K
|
1.25K
$54.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-163- 0.95% |
$6.24K - $7.02K
|
16.9K
$739K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-170- 1.11% |
$6.51K - $7.32K
|
15.2K
$663K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-180- 3.14% |
$6.89K - $7.75K
|
5.56K
$242K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-190- 2.92% |
$7.28K - $8.18K
|
6.31K
$275K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-191- 3.57% |
$7.32K - $8.22K
|
5.15K
$225K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-203- 27.58% |
$7.77K - $8.74K
|
533
$23.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-225Closed |
$8.62K - $9.69K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-225- 6.94% |
$8.62K - $9.69K
|
3.02K
$131K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-243Closed |
$9.31K - $10.5K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-260- 36.26% |
$9.96K - $11.2K
|
457
$19.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-267Closed |
$10.2K - $11.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-268- 26.48% |
$10.3K - $11.5K
|
744
$32.4K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-271- 2.63% |
$10.4K - $11.7K
|
10K
$438K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-289Closed |
$11.1K - $12.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-296Closed |
$11.3K - $12.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-300- 5.39% |
$11.5K - $12.9K
|
5.26K
$229K
|
|
|
Jul 27, 2022
Q2 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-334- 1.24% |
$12.8K - $14.4K
|
26.6K
$1.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-342- 3.17% |
$13.1K - $14.7K
|
10.5K
$456K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-371- 1.75% |
$14.2K - $16K
|
20.9K
$910K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-378- 4.17% |
$14.5K - $16.3K
|
8.69K
$379K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-390- 4.32% |
$14.9K - $16.8K
|
8.64K
$376K
|
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-400- 1.38% |
$15.3K - $17.2K
|
28.5K
$1.24M
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-433Closed |
$16.6K - $18.6K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-458- 2.12% |
$17.5K - $19.7K
|
21.1K
$921K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-535- 2.98% |
$20.5K - $23K
|
17.4K
$760K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-544- 2.65% |
$20.8K - $23.4K
|
20K
$870K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-592Closed |
$22.7K - $25.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-599- 5.05% |
$22.9K - $25.8K
|
11.3K
$491K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-705Closed |
$27K - $30.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-775- 4.72% |
$29.7K - $33.4K
|
15.6K
$681K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-820- 6.13% |
$31.4K - $35.3K
|
12.5K
$547K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-842- 0.77% |
$32.2K - $36.3K
|
108K
$4.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-910- 9.56% |
$34.9K - $39.2K
|
8.61K
$375K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-913- 14.73% |
$35K - $39.3K
|
5.29K
$230K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-936- 4.32% |
$35.8K - $40.3K
|
20.7K
$903K
|