Purchases and Sales Made in Q3 2022 in Ishares Tr Core Moderate Alloc (AOM)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-35- 7.61% |
$1.28K - $1.43K
|
425
$18.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-100- 0.35% |
$3.66K - $4.08K
|
28.4K
$1.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 11.11% |
$3.66K - $4.08K
|
800
$34.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-104- 0.08% |
$3.8K - $4.24K
|
124K
$5.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-110- 0.05% |
$4.02K - $4.49K
|
238K
$10.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-119- 1.13% |
$4.35K - $4.86K
|
10.4K
$455K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-124- 0.82% |
$4.53K - $5.06K
|
15.1K
$657K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-143- 2.29% |
$5.23K - $5.84K
|
6.1K
$266K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-183- 14.25% |
$6.69K - $7.47K
|
1.1K
$48K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-185- 40.22% |
$6.77K - $7.55K
|
275
$12K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-191- 1.49% |
$6.98K - $7.79K
|
12.7K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-242- 1.43% |
$8.85K - $9.88K
|
16.7K
$728K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-262- 6.05% |
$9.58K - $10.7K
|
4.07K
$177K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-283- 3.28% |
$10.3K - $11.5K
|
8.35K
$364K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-296- 0.73% |
$10.8K - $12.1K
|
40.3K
$1.76M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-338- 3.67% |
$12.4K - $13.8K
|
8.87K
$387K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-366- 1.89% |
$13.4K - $14.9K
|
19K
$827K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-373- 6.67% |
$13.6K - $15.2K
|
5.22K
$227K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-383- 3.66% |
$14K - $15.6K
|
10.1K
$439K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-384- 6.48% |
$14K - $15.7K
|
5.54K
$241K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-397- 4.77% |
$14.5K - $16.2K
|
7.93K
$346K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-413- 2.37% |
$15.1K - $16.9K
|
17K
$742K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-415- 2.23% |
$15.2K - $16.9K
|
18.2K
$795K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-415- 33.17% |
$15.2K - $16.9K
|
836
$36.4K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-420- 5.83% |
$15.4K - $17.1K
|
6.78K
$296K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-425- 2.7% |
$15.5K - $17.3K
|
15.3K
$669K
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-459- 3.66% |
$16.8K - $18.7K
|
12.1K
$527K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-493- 4.89% |
$18K - $20.1K
|
9.58K
$418K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-504- 1.47% |
$18.4K - $20.6K
|
33.7K
$1.47M
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-537- 57.19% |
$19.6K - $21.9K
|
402
$17.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-670- 81.61% |
$24.5K - $27.3K
|
151
$6.58K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-760- 5.54% |
$27.8K - $31K
|
13K
$565K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-769- 3.28% |
$28.1K - $31.4K
|
22.7K
$988K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-960- 5.51% |
$35.1K - $39.2K
|
16.5K
$717K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.03K- 11.66% |
$37.5K - $41.9K
|
7.77K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.05K- 1.35% |
$38.4K - $42.9K
|
76.6K
$3.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 4.9% |
$39.7K - $44.3K
|
21.1K
$919K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.12K- 12.81% |
$41.1K - $45.9K
|
7.65K
$333K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.14K- 8.59% |
$41.8K - $46.7K
|
12.2K
$531K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.16K- 35.54% |
$42.5K - $47.4K
|
2.11K
$91.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.21K- 7.07% |
$44.1K - $49.3K
|
15.9K
$691K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.67K- 7.9% |
$61K - $68.1K
|
19.5K
$848K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.74K- 12.74% |
$63.6K - $71K
|
11.9K
$520K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-2.19K- 8.21% |
$80K - $89.3K
|
24.4K
$1.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.28K- 4.44% |
$83.3K - $93K
|
49.1K
$2.14M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.36K- 19.36% |
$86.1K - $96.1K
|
9.81K
$428K
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.44K- 13.51% |
$89.2K - $99.6K
|
15.6K
$681K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.61K- 12.6% |
$95.4K - $107K
|
18.1K
$789K
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-2.85K- 9.99% |
$104K - $116K
|
25.7K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.87K- 5.19% |
$105K - $117K
|
52.5K
$2.29M
|