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 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-21.7K- 16.06% |
$971K - $997K
|
113K
$4.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.1KClosed |
$990K - $1.02M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.5K- 21.97% |
$1.23M - $1.26M
|
97.6K
$4.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-56.4K- 3.53% |
$2.52M - $2.59M
|
1.54M
$67.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-72.3K- 77.98% |
$3.24M - $3.32M
|
20.4K
$890K
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-95K- 65.97% |
$4.25M - $4.36M
|
49K
$2.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-107K- 51.4% |
$4.77M - $4.9M
|
101K
$4.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-129KClosed |
$5.76M - $5.91M
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.94M- 97.27% |
$86.9M - $89.3M
|
54.6K
$2.38M
|