Purchases and Sales Made in Q3 2021 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 3.56% |
$46.4K - $47.7K
|
30.2K
$1.32M
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.03K+ 15.66% |
$46K - $47.3K
|
7.6K
$331K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
991+ 0.88% |
$44.3K - $45.5K
|
113K
$4.93M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
896+ 1.92% |
$40.1K - $41.2K
|
47.5K
$2.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
869+ 16.76% |
$38.9K - $39.9K
|
6.06K
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
779+ 4.4% |
$34.9K - $35.8K
|
18.5K
$805K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
775+ 28.6% |
$34.7K - $35.6K
|
3.49K
$152K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
737+ 6.75% |
$33K - $33.9K
|
11.7K
$508K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
724+ 14.04% |
$32.4K - $33.3K
|
5.88K
$256K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
712+ 3.78% |
$31.9K - $32.7K
|
19.5K
$852K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
709New |
$31.7K - $32.6K
|
709
$30.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
688+ 8.24% |
$30.8K - $31.6K
|
9.04K
$394K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
652+ 1.18% |
$29.2K - $29.9K
|
55.7K
$2.43M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
617New |
$27.6K - $28.3K
|
617
$26.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
591+ 10.49% |
$26.4K - $27.1K
|
6.23K
$271K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
532+ 4.86% |
$23.8K - $24.4K
|
11.5K
$501K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
526+ 5.75% |
$23.5K - $24.2K
|
9.68K
$422K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
521+ 8.54% |
$23.3K - $23.9K
|
6.63K
$289K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
500+ 1.86% |
$22.4K - $23K
|
27.4K
$1.19M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
448+ 23.98% |
$20K - $20.6K
|
2.32K
$101K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
446+ 2.84% |
$20K - $20.5K
|
16.1K
$704K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
439+ 3.13% |
$19.6K - $20.2K
|
14.5K
$630K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
437+ 10.76% |
$19.6K - $20.1K
|
4.5K
$196K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
429New |
$19.2K - $19.7K
|
429
$18.7K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
421+ 3.6% |
$18.8K - $19.3K
|
12.1K
$528K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
407+ 3.02% |
$18.2K - $18.7K
|
13.9K
$606K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
400New |
$17.9K - $18.4K
|
400
$17.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
333+ 4.22% |
$14.9K - $15.3K
|
8.22K
$358K
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
319+ 4.95% |
$14.3K - $14.7K
|
6.76K
$295K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
279+ 1.72% |
$12.5K - $12.8K
|
16.5K
$721K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
265+ 2.74% |
$11.9K - $12.2K
|
9.95K
$434K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
256+ 2.66% |
$11.5K - $11.8K
|
9.87K
$430K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
241+ 2.73% |
$10.8K - $11.1K
|
9.07K
$396K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
230+ 7.26% |
$10.3K - $10.6K
|
3.4K
$148K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
200+ 27.36% |
$8.95K - $9.19K
|
931
$40.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
177+ 2.21% |
$7.92K - $8.13K
|
8.2K
$357K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
161+ 10.3% |
$7.2K - $7.39K
|
1.72K
$75.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
154+ 9.86% |
$6.89K - $7.07K
|
1.72K
$74.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
133+ 34.02% |
$5.95K - $6.11K
|
524
$22.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
133+ 12.76% |
$5.95K - $6.11K
|
1.18K
$51.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
129New |
$5.77K - $5.92K
|
129
$5.62K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
105+ 1.0% |
$4.7K - $4.82K
|
10.6K
$463K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
101+ 113.48% |
$4.52K - $4.64K
|
190
$8.28K
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
100+ 1.16% |
$4.47K - $4.59K
|
8.71K
$379K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
91+ 9.22% |
$4.07K - $4.18K
|
1.08K
$47K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
69+ 0.36% |
$3.09K - $3.17K
|
19.4K
$846K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
68+ 0.62% |
$3.04K - $3.12K
|
11K
$481K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
61+ 0.43% |
$2.73K - $2.8K
|
14.2K
$618K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 0.88% |
$2.68K - $2.76K
|
6.86K
$299K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55+ 1833.33% |
$2.46K - $2.53K
|
58
$2.53K
|