Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
171K
+ 172.64%
$6.24M - $6.96M
269K $11.7M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
42.1K
+ 21.66%
$1.54M - $1.72M
237K $10.3M
Oct 21, 2022 Q3 2022
Weitzel Financial Services, Inc.

BUY
 -
38.6K
+ 33.83%
$1.41M - $1.58M
153K $6.66M
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
33.1K
New
$1.21M - $1.35M
33.1K $1.44M
Oct 11, 2022 Q3 2022
Richard P Slaughter Associates Inc

BUY
 -
22.8K
New
$832K - $929K
22.8K $992K
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
21.5K
New
$788K - $879K
21.5K $939K
Nov 16, 2022 Q3 2022
Sentinus, LLC

Oak Brook, IL
BUY
 -
19.9K
New
$729K - $813K
19.9K $868K
Nov 02, 2022 Q3 2022
Forward Management, LLC

BUY
 -
18.4K
New
$672K - $750K
18.4K $801K
Oct 12, 2022 Q3 2022
Consilium Wealth Advisory, LLC

BUY
 -
15K
New
$549K - $613K
15K $655K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
14.9K
New
$545K - $609K
14.9K $650K
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
14.7K
+ 7.72%
$538K - $601K
205K $8.95M
Dec 05, 2022 Q3 2022
Lfs Asset Management

San Ramon, CA
BUY
 -
14.6K
+ 12.83%
$534K - $596K
128K $5.6M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
14.2K
New
$520K - $580K
14.2K $619K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
13.8K
+ 25.4%
$503K - $561K
67.9K $2.96M
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
12.7K
+ 59.44%
$464K - $518K
34K $1.48M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
12.2K
New
$447K - $499K
12.2K $533K
Oct 04, 2022 Q3 2022
Weaver Consulting Group

BUY
 -
12.1K
+ 6.75%
$442K - $494K
191K $8.34M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
11.3K
+ 41.0%
$415K - $463K
39K $1.7M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
10.9K
+ 84.58%
$398K - $444K
23.7K $1.03M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
10.9K
New
$397K - $443K
10.9K $473K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.3K
+ 2.26%
$378K - $422K
467K $20.4M
Nov 14, 2022 Q3 2022
Tempus Wealth Planning, LLC

BUY
 -
10.2K
New
$374K - $418K
10.2K $446K
Oct 28, 2022 Q3 2022
Aspiriant, LLC

BUY
 -
8.56K
+ 11.49%
$313K - $349K
83.1K $3.62M
Oct 26, 2022 Q3 2022
Merriman Wealth Management, LLC

BUY
 -
8.37K
New
$306K - $342K
8.37K $365K
Oct 17, 2022 Q3 2022
Marino, Stram & Associates LLC

BUY
 -
7.13K
+ 34.15%
$261K - $291K
28K $1.22M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.7K
New
$245K - $273K
6.7K $292K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.54K
+ 21.85%
$239K - $267K
36.4K $1.59M
Oct 31, 2022 Q3 2022
Paragon Advisors, LLC

BUY
 -
4.94K
+ 64.59%
$181K - $202K
12.6K $548K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
4.78K
+ 86.17%
$175K - $195K
10.3K $450K
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
4.29K
+ 78.23%
$157K - $175K
9.77K $426K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
3.45K
New
$126K - $141K
3.45K $150K
Nov 10, 2022 Q3 2022
Adams Wealth Management

BUY
 -
3.32K
+ 52.49%
$121K - $135K
9.63K $420K
Nov 09, 2022 Q3 2022
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
3.26K
+ 2.38%
$119K - $133K
140K $6.12M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.83K
+ 4.88%
$103K - $115K
60.9K $2.65M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
2.83K
+ 6.74%
$103K - $115K
44.8K $1.95M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
2.72K
+ 224.42%
$99.5K - $111K
3.93K $171K
Oct 27, 2022 Q3 2022
Affiance Financial, LLC

BUY
 -
1.97K
New
$72.1K - $80.4K
1.97K $85.9K
Nov 14, 2022 Q3 2022
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
1.89K
+ 17.89%
$69.1K - $77.1K
12.5K $543K
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.76K
+ 2.03%
$64.4K - $71.8K
88.4K $3.85M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
1.74K
+ 12.52%
$63.6K - $71K
15.6K $681K
Oct 24, 2022 Q3 2022
Annex Advisory Services, LLC

BUY
 -
1.63K
+ 3.36%
$59.6K - $66.5K
50.1K $2.18M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
1.48K
+ 65.4%
$54.2K - $60.5K
3.75K $163K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
1.4K
New
$51.2K - $57.1K
1.4K $61K
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
1.35K
+ 10.72%
$49.2K - $54.9K
13.9K $606K
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.23K
+ 22.42%
$45K - $50.2K
6.72K $293K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
1.21K
+ 21.76%
$44.1K - $49.2K
6.75K $294K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

BUY
 -
1.12K
+ 17.08%
$40.9K - $45.7K
7.67K $334K
Sep 11, 2024 Q3 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
1.08K
+ 5.39%
$39.3K - $43.9K
21K $917K
Oct 21, 2022 Q3 2022
Strateg Iq Financial Group, LLC

BUY
 -
1.06K
+ 3.29%
$38.8K - $43.3K
33.4K $1.45M

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