Purchases and Sales Made in Q2 2023 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 2023. 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 10, 2023 Q2 2023
Retireful, LLC

BUY
 -
86K
+ 204.9%
$3.38M - $3.49M
128K $5.63M
Jul 13, 2023 Q2 2023
Consilium Wealth Advisory, LLC

BUY
 -
82.2K
+ 935.38%
$3.23M - $3.33M
91K $4M
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
44.9K
New
$1.76M - $1.82M
44.9K $1.97M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
30.1K
New
$1.18M - $1.22M
30.1K $1.32M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
27.6K
New
$1.09M - $1.12M
27.6K $1.21M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
27.1K
+ 112.16%
$1.07M - $1.1M
51.3K $2.26M
Jul 14, 2023 Q2 2023
Paragon Advisors, LLC

BUY
 -
20.3K
+ 27.44%
$800K - $825K
94.5K $4.15M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
19.6K
+ 0.79%
$772K - $796K
2.5M $110M
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
18.7K
+ 40.0%
$733K - $756K
65.3K $2.87M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
17.2K
+ 111.54%
$678K - $699K
32.7K $1.44M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
13.6K
+ 3.55%
$533K - $549K
395K $17.4M
Aug 16, 2023 Q2 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
13.2K
New
$520K - $536K
13.2K $581K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
12.5K
+ 224.36%
$492K - $508K
18.1K $796K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
12.2K
New
$480K - $495K
12.2K $537K
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
8.11K
New
$319K - $329K
8.11K $357K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
6.76K
New
$266K - $274K
6.76K $297K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
6.36K
New
$250K - $258K
6.36K $280K
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
6.15K
+ 65.44%
$242K - $249K
15.5K $683K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.49K
+ 36.99%
$216K - $223K
20.3K $894K
Dec 02, 2024 Q2 2023
Cypress Capital, LLC

BUY
 -
5.28K
New
$208K - $214K
5.28K $232K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
5.04K
New
$198K - $204K
5.04K $221K
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
5.01K
New
$197K - $203K
5.01K $220K
Aug 14, 2023 Q2 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
4.95K
New
$195K - $201K
4.95K $218K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.7K
+ 14.01%
$185K - $190K
38.2K $1.68M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
3.68K
+ 28.85%
$145K - $149K
16.4K $722K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
3.36K
+ 35.59%
$132K - $136K
12.8K $562K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
3.23K
+ 2.94%
$127K - $131K
113K $4.98M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.78K
+ 252.04%
$109K - $113K
3.88K $170K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
2.74K
+ 16.89%
$108K - $111K
19K $834K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
2.63K
+ 13.92%
$103K - $107K
21.5K $947K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.61K
+ 25.02%
$103K - $106K
13K $573K
Jul 17, 2023 Q2 2023
Simpli Fi, Inc.

BUY
 -
2.33K
+ 26.7%
$91.6K - $94.5K
11.1K $486K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
2.17K
+ 6.0%
$85.5K - $88.2K
38.4K $1.69M
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
2.05K
+ 1.86%
$80.7K - $83.2K
112K $4.93M
Aug 14, 2023 Q2 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
2K
+ 9.83%
$78.8K - $81.3K
22.4K $984K
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
1.82K
+ 8.56%
$71.5K - $73.7K
23K $1.01M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
1.76K
+ 20.55%
$69K - $71.2K
10.3K $453K
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
1.6K
+ 5.81%
$62.9K - $64.9K
29.1K $1.28M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
1.55K
+ 1.4%
$60.8K - $62.7K
112K $4.93M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.42K
+ 1.71%
$55.9K - $57.7K
84.4K $3.71M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
1.15K
+ 10.88%
$45.4K - $46.8K
11.8K $517K
Jul 17, 2023 Q2 2023
Archvest Wealth Advisors, Inc.

BUY
 -
954
+ 8.1%
$37.5K - $38.7K
12.7K $560K
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
885
+ 1.0%
$34.8K - $35.9K
89.2K $3.92M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
852
+ 21.67%
$33.5K - $34.5K
4.78K $210K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
852
+ 21.67%
$33.5K - $34.5K
4.78K $210K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
767
New
$30.2K - $31.1K
767 $33.7K
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
575
+ 6.84%
$22.6K - $23.3K
8.98K $395K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
517
+ 4.04%
$20.3K - $21K
13.3K $585K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
453
+ 102.03%
$17.8K - $18.4K
897 $39.4K

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