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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55+ 0.68% |
$2.46K - $2.53K
|
8.18K
$356K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
40+ 3.65% |
$1.79K - $1.84K
|
1.14K
$49.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
39+ 0.56% |
$1.74K - $1.79K
|
7.05K
$307K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 1.83% |
$1.25K - $1.29K
|
1.56K
$67.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
25New |
$1.12K - $1.15K
|
25
$1.09K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
19+ 47.5% |
$850 - $873
|
59
$2.57K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19New |
$850 - $873
|
19
$828
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.23% |
$805 - $827
|
7.84K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.26% |
$761 - $781
|
6.58K
$287K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
14+ 0.16% |
$626 - $643
|
9K
$392K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.15% |
$447 - $459
|
6.5K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.26% |
$268 - $276
|
2.31K
$101K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5+ 0.1% |
$224 - $230
|
5.08K
$221K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.19% |
$179 - $184
|
2.08K
$90.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.2% |
$89.5 - $91.9
|
992
$43.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2+ 0.47% |
$89.5 - $91.9
|
429
$18.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.63% |
$89.5 - $91.9
|
317
$13.8K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.38% |
$44.7 - $45.9
|
267
$11.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.3% |
$44.7 - $45.9
|
78
$3.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1- 0.01% |
$44.7 - $45.9
|
7.51K
$327K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11- 0.32% |
$492 - $505
|
3.44K
$150K
|
|
|
Nov 02, 2021
Q3 2021
|
Adams Wealth Management
|
SELL
|
- |
-17- 0.26% |
$761 - $781
|
6.51K
$284K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 4.17% |
$1.12K - $1.15K
|
575
$25.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-26- 0.69% |
$1.16K - $1.19K
|
3.74K
$163K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-44- 0.51% |
$1.97K - $2.02K
|
8.62K
$376K
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-46- 0.85% |
$2.06K - $2.11K
|
5.38K
$235K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-52- 5.96% |
$2.33K - $2.39K
|
821
$35.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-55- 1.13% |
$2.46K - $2.53K
|
4.8K
$209K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-55- 94.83% |
$2.46K - $2.53K
|
3
$131
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-67- 62.04% |
$3K - $3.08K
|
41
$1.79K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-87- 2.55% |
$3.89K - $4K
|
3.32K
$145K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-90- 6.47% |
$4.03K - $4.13K
|
1.3K
$56.8K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-99- 1.64% |
$4.43K - $4.55K
|
5.95K
$259K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-102- 9.18% |
$4.56K - $4.68K
|
1.01K
$44K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-118- 10.23% |
$5.28K - $5.42K
|
1.04K
$45.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-146- 2.23% |
$6.53K - $6.71K
|
6.41K
$280K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-157Closed |
$7.02K - $7.21K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200Closed |
$8.95K - $9.19K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-204- 0.93% |
$9.13K - $9.37K
|
21.7K
$948K
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-210- 3.33% |
$9.4K - $9.65K
|
6.1K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-219- 2.82% |
$9.8K - $10.1K
|
7.55K
$329K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-240- 1.91% |
$10.7K - $11K
|
12.4K
$539K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-279- 3.39% |
$12.5K - $12.8K
|
7.95K
$347K
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-291- 1.49% |
$13K - $13.4K
|
19.3K
$839K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-300- 3.24% |
$13.4K - $13.8K
|
8.96K
$391K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-301- 0.28% |
$13.5K - $13.8K
|
107K
$4.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-334- 4.06% |
$14.9K - $15.3K
|
7.89K
$344K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-361Closed |
$16.2K - $16.6K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-374- 2.69% |
$16.7K - $17.2K
|
13.5K
$590K
|
|
|
Oct 13, 2021
Q3 2021
|
Fort Henry Capital, LLC
|
SELL
|
- |
-380- 1.29% |
$17K - $17.5K
|
29.2K
$1.27M
|