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
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
451
+ 45100.0%
$17.7K - $18.3K
452 $19.9K
Aug 01, 2023 Q2 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
446
+ 7.98%
$17.5K - $18.1K
6.04K $265K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
445
+ 5.58%
$17.5K - $18K
8.42K $370K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
437
New
$17.2K - $17.7K
437 $19.2K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
419
+ 2.57%
$16.5K - $17K
16.7K $736K
Aug 14, 2023 Q2 2023
Adams Wealth Management

BUY
 -
418
+ 3.84%
$16.4K - $16.9K
11.3K $497K
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
372
+ 1.74%
$14.6K - $15.1K
21.7K $954K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
283
+ 48.96%
$11.1K - $11.5K
861 $37.9K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
238
+ 1.24%
$9.36K - $9.65K
19.5K $857K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
226
+ 161.43%
$8.89K - $9.16K
366 $16.1K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
210
+ 3.09%
$8.26K - $8.52K
7.01K $308K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
204
+ 8.17%
$8.02K - $8.27K
2.7K $119K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
173
+ 6.2%
$6.8K - $7.02K
2.96K $130K
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
167
+ 1.66%
$6.57K - $6.77K
10.2K $450K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
162
+ 0.95%
$6.37K - $6.57K
17.3K $759K
Aug 07, 2023 Q2 2023
Northwest Wealth Management, LLC

BUY
 -
143
+ 1.2%
$5.62K - $5.8K
12.1K $531K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
117
+ 1.81%
$4.6K - $4.74K
6.57K $289K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
110
+ 0.18%
$4.33K - $4.46K
61.5K $2.71M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
88
+ 1.67%
$3.46K - $3.57K
5.36K $236K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
65
+ 4.74%
$2.56K - $2.64K
1.44K $63.2K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
61
New
$2.4K - $2.47K
61 $2.68K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
38
New
$1.49K - $1.54K
38 $1.67K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
37
+ 0.32%
$1.45K - $1.5K
11.4K $503K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
33
+ 0.3%
$1.3K - $1.34K
11.2K $492K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
33
+ 0.49%
$1.3K - $1.34K
6.79K $298K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
31
+ 1.76%
$1.22K - $1.26K
1.8K $79K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
27
+ 0.2%
$1.06K - $1.09K
13.8K $608K
Jul 24, 2023 Q2 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
23
+ 0.45%
$904 - $933
5.19K $228K
Jul 31, 2023 Q2 2023
Ellenbecker Investment Group

BUY
 -
21
+ 0.16%
$826 - $852
12.9K $568K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
21
+ 0.32%
$826 - $852
6.66K $293K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
16
+ 0.14%
$629 - $649
11.8K $519K
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
16
+ 0.38%
$629 - $649
4.25K $187K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
12
+ 0.17%
$472 - $487
6.99K $307K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
10
+ 0.05%
$393 - $406
18.3K $803K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
10
+ 9.9%
$393 - $406
111 $4.88K
Aug 09, 2023 Q2 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
8
+ 0.34%
$315 - $324
2.37K $104K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
5
+ 0.04%
$197 - $203
12K $530K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3
+ 0.01%
$118 - $122
32.2K $1.41M
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
2
+ 0.2%
$78.6 - $81.1
1.02K $44.6K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
1
+ 0.08%
$39.3 - $40.6
1.25K $55K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.55%
$39.3 - $40.6
183 $8.05K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1
+ 1.09%
$39.3 - $40.6
93 $4.09K
Jul 13, 2023 Q2 2023
Live Oak Investment Partners

Austin, TX
SELL
 -
-5
- 0.09%
$197 - $203
5.59K $246K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-8
- 0.24%
$315 - $324
3.28K $144K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-8
- 88.89%
$315 - $324
1 $44
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-10
- 0.18%
$393 - $406
5.43K $239K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-30
- 5.68%
$1.18K - $1.22K
498 $21.9K
Aug 14, 2023 Q2 2023
Gould Capital, LLC

SELL
 -
-37
- 1.35%
$1.45K - $1.5K
2.7K $119K
Aug 08, 2023 Q2 2023
Milestone Asset Management, LLC

Pittsburgh, PA
SELL
 -
-42
- 0.28%
$1.65K - $1.7K
15.1K $666K

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