Purchases and Sales Made in Q2 2024 in Ishares Tr Core Moderate Alloc (AOM)
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 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 0.4% |
$618 - $649
|
3.8K
$166K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.38% |
$535 - $562
|
3.48K
$152K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
11+ 0.9% |
$453 - $476
|
1.23K
$53.6K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$412 - $433
|
10
$436
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8+ 0.1% |
$329 - $346
|
8.2K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.29% |
$206 - $216
|
1.71K
$74.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 0.07% |
$206 - $216
|
6.73K
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
4+ 0.02% |
$165 - $173
|
19.6K
$853K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3New |
$124 - $130
|
3
$131
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.05% |
$124 - $130
|
5.9K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.33% |
$82.3 - $86.5
|
616
$26.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.2% |
$82.3 - $86.5
|
1K
$43.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.47% |
$82.3 - $86.5
|
424
$18.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.54% |
$82.3 - $86.5
|
369
$16.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$41.2 - $43.3
|
9.1K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.2% |
$41.2 - $43.3
|
499
$21.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.56% |
$41.2 - $43.3
|
181
$7.89K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.01% |
$41.2 - $43.3
|
7.46K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.01% |
$41.2 - $43.3
|
9.99K
$436K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 3.48% |
$165 - $173
|
111
$4.84K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6- 0.07% |
$247 - $260
|
8.03K
$350K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 0.55% |
$288 - $303
|
1.26K
$54.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7- 1.37% |
$288 - $303
|
503
$21.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-18- 24.32% |
$741 - $779
|
56
$2.44K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-20- 0.27% |
$823 - $865
|
7.41K
$323K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20- 0.15% |
$823 - $865
|
13K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23- 88.46% |
$947 - $995
|
3
$131
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-29- 0.35% |
$1.19K - $1.25K
|
8.31K
$362K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-34- 0.65% |
$1.4K - $1.47K
|
5.2K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-44- 0.79% |
$1.81K - $1.9K
|
5.56K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-50- 3.47% |
$2.06K - $2.16K
|
1.39K
$60.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-56- 2.65% |
$2.31K - $2.42K
|
2.06K
$89.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-87- 1.59% |
$3.58K - $3.76K
|
5.4K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-92- 43.81% |
$3.79K - $3.98K
|
118
$5.14K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-100- 13.95% |
$4.12K - $4.33K
|
617
$26.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-130- 1.82% |
$5.35K - $5.62K
|
7.02K
$306K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-131- 0.44% |
$5.39K - $5.67K
|
29.5K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-135- 5.6% |
$5.56K - $5.84K
|
2.27K
$99.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-150- 1.36% |
$6.18K - $6.49K
|
10.9K
$475K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-150- 0.53% |
$6.18K - $6.49K
|
28.1K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-157- 0.4% |
$6.46K - $6.79K
|
39.4K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-170- 11.61% |
$7K - $7.35K
|
1.29K
$56.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-186- 8.66% |
$7.66K - $8.04K
|
1.96K
$85.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-194- 16.52% |
$7.99K - $8.39K
|
980
$42.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-213- 0.97% |
$8.77K - $9.21K
|
21.8K
$949K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-222- 4.88% |
$9.14K - $9.6K
|
4.33K
$189K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-224- 3.8% |
$9.22K - $9.69K
|
5.67K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-229- 2.01% |
$9.43K - $9.9K
|
11.2K
$487K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-238- 0.6% |
$9.8K - $10.3K
|
39.3K
$1.71M
|