Purchases and Sales Made in Q2 2024 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 2024. 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 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
1.6K
+ 227.2%
$66K - $69.4K
2.31K $101K
Jul 16, 2024 Q2 2024
True Private Wealth Advisors

BUY
 -
1.59K
+ 3.96%
$65.3K - $68.6K
41.6K $1.81M
Jul 12, 2024 Q2 2024
Weaver Consulting Group

BUY
 -
1.58K
+ 1.02%
$64.9K - $68.2K
156K $6.82M
Jul 18, 2024 Q2 2024
Marino, Stram & Associates LLC

BUY
 -
1.12K
+ 6.62%
$46K - $48.4K
18K $785K
Jul 26, 2024 Q2 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.03K
+ 1.72%
$42.4K - $44.5K
60.9K $2.65M
Aug 14, 2024 Q2 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
967
+ 12.53%
$39.8K - $41.8K
8.69K $379K
Jul 17, 2024 Q2 2024
Legacy Financial Group LLC

BUY
 -
958
+ 6.89%
$39.4K - $41.4K
14.9K $648K
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
920
+ 5.15%
$37.9K - $39.8K
18.8K $818K
Aug 02, 2024 Q2 2024
Patton Albertson Miller Group, LLC

BUY
 -
824
+ 2.1%
$33.9K - $35.6K
40.1K $1.75M
Jul 25, 2024 Q2 2024
Clear Creek Financial Management, LLC

BUY
 -
794
+ 5.5%
$32.7K - $34.3K
15.2K $664K
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
687
+ 16.07%
$28.3K - $29.7K
4.96K $216K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
676
New
$27.8K - $29.2K
676 $29.5K
Aug 12, 2024 Q2 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
662
+ 2.56%
$27.3K - $28.6K
26.6K $1.16M
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
616
+ 12.49%
$25.4K - $26.6K
5.55K $242K
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
598
+ 2.5%
$24.6K - $25.9K
24.5K $1.07M
Aug 08, 2024 Q2 2024
J.W. Cole Advisors, Inc.

BUY
 -
501
+ 3.56%
$20.6K - $21.7K
14.6K $635K
Aug 02, 2024 Q2 2024
United Community Bank

Greenville, SC
BUY
 -
500
New
$20.6K - $21.6K
500 $21.8K
Aug 13, 2024 Q2 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
445
+ 5.22%
$18.3K - $19.2K
8.98K $391K
Sep 11, 2024 Q2 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
410
+ 2.22%
$16.9K - $17.7K
18.9K $822K
Jul 16, 2024 Q2 2024
Steel Peak Wealth Management LLC

BUY
 -
380
+ 2.25%
$15.6K - $16.4K
17.3K $754K
Jul 29, 2024 Q2 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
373
+ 2.08%
$15.4K - $16.1K
18.3K $798K
Aug 14, 2024 Q2 2024
Laffer Tengler Investments

Nashville, TN
BUY
 -
363
New
$14.9K - $15.7K
363 $15.8K
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
353
+ 21.07%
$14.5K - $15.3K
2.03K $88.4K
Aug 14, 2024 Q2 2024
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
264
+ 3.18%
$10.9K - $11.4K
8.57K $373K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
250
+ 155.28%
$10.3K - $10.8K
411 $17.9K
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
245
+ 1.36%
$10.1K - $10.6K
18.3K $799K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
199
+ 2.7%
$8.19K - $8.61K
7.56K $329K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
194
+ 1.74%
$7.99K - $8.39K
11.4K $496K
Jul 18, 2024 Q2 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
180
New
$7.41K - $7.79K
180 $7.85K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
168
New
$6.92K - $7.27K
168 $7.32K
Jul 15, 2024 Q2 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
167
+ 0.96%
$6.88K - $7.22K
17.6K $768K
Jul 26, 2024 Q2 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
138
+ 2.88%
$5.68K - $5.97K
4.93K $215K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
136
+ 53.33%
$5.6K - $5.88K
391 $17K
Jul 10, 2024 Q2 2024
Smith Anglin Financial, LLC

BUY
 -
130
+ 0.26%
$5.35K - $5.62K
50.9K $2.22M
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
129
+ 13.86%
$5.31K - $5.58K
1.06K $46.2K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
112
New
$4.61K - $4.84K
112 $4.88K
Jul 18, 2024 Q2 2024
Unique Wealth, LLC

Tampa, FL
BUY
 -
97
+ 1.08%
$3.99K - $4.2K
9.1K $396K
Jul 29, 2024 Q2 2024
West End Advisors, LLC

BUY
 -
90
New
$3.71K - $3.89K
90 $3.92K
Jul 22, 2024 Q2 2024
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
70
+ 0.52%
$2.88K - $3.03K
13.6K $593K
Aug 12, 2024 Q2 2024
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
54
+ 0.3%
$2.22K - $2.34K
18K $783K
Jul 26, 2024 Q2 2024
Mendel Capital Management LLC

BUY
 -
53
+ 0.53%
$2.18K - $2.29K
10.1K $439K
Jul 22, 2024 Q2 2024
Rtd Financial Advisors, Inc.

BUY
 -
51
+ 0.43%
$2.1K - $2.21K
11.8K $516K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
49
+ 0.35%
$2.02K - $2.12K
14K $612K
Aug 07, 2024 Q2 2024
Investment Partners, Ltd.

BUY
 -
48
+ 0.52%
$1.98K - $2.08K
9.26K $403K
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
45
+ 0.02%
$1.85K - $1.95K
208K $9.05M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
44
+ 0.47%
$1.81K - $1.9K
9.43K $411K
Jul 16, 2024 Q2 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
34
+ 1.1%
$1.4K - $1.47K
3.13K $136K
Aug 14, 2024 Q2 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
29
+ 0.31%
$1.19K - $1.25K
9.43K $411K
Aug 07, 2024 Q2 2024
Syverson Strege & CO

West Des Moines, IA
BUY
 -
27
+ 0.35%
$1.11K - $1.17K
7.65K $333K

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