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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.06K- 30.4% |
$112K - $125K
|
6.99K
$305K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.38K- 13.89% |
$124K - $138K
|
21K
$913K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.42K- 21.9% |
$125K - $140K
|
12.2K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.53K- 47.08% |
$129K - $144K
|
3.97K
$173K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.69K- 32.2% |
$135K - $150K
|
7.76K
$338K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.84K- 26.26% |
$140K - $157K
|
10.8K
$470K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-3.93K- 45.22% |
$144K - $160K
|
4.76K
$207K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.24K- 18.15% |
$155K - $173K
|
19.1K
$832K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.31K- 42.48% |
$158K - $176K
|
5.83K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.68K- 32.67% |
$171K - $191K
|
9.64K
$420K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-6.44K- 24.76% |
$236K - $263K
|
19.6K
$853K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.19K- 35.38% |
$299K - $334K
|
15K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.64K- 54.35% |
$316K - $353K
|
7.26K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.08K- 9.3% |
$332K - $371K
|
88.6K
$3.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.22K- 60.96% |
$337K - $376K
|
5.91K
$257K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.83K- 4.53% |
$359K - $401K
|
207K
$9.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.9K- 24.08% |
$398K - $444K
|
34.3K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15.8K- 0.67% |
$577K - $643K
|
2.33M
$101M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17K- 82.98% |
$621K - $693K
|
3.48K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-18.2K- 35.88% |
$667K - $744K
|
32.6K
$1.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.3K- 42.38% |
$669K - $747K
|
24.9K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.4K- 63.52% |
$711K - $793K
|
11.2K
$487K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-20.2K- 32.83% |
$740K - $825K
|
41.4K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.6K- 7.31% |
$826K - $922K
|
286K
$12.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-26.9K- 76.62% |
$983K - $1.1M
|
8.2K
$358K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-29.2K- 82.92% |
$1.07M - $1.19M
|
6.01K
$262K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-29.9K- 80.78% |
$1.09M - $1.22M
|
7.11K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.1K- 3.51% |
$1.1M - $1.23M
|
829K
$36.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-32.5K- 22.67% |
$1.19M - $1.33M
|
111K
$4.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.9K- 13.42% |
$1.79M - $2M
|
316K
$13.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-57K- 63.92% |
$2.08M - $2.33M
|
32.2K
$1.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-62.7K- 79.88% |
$2.29M - $2.56M
|
15.8K
$689K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-63.8K- 74.55% |
$2.33M - $2.6M
|
21.8K
$950K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.9K- 13.54% |
$2.78M - $3.1M
|
485K
$21.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-131K- 8.34% |
$4.78M - $5.34M
|
1.44M
$62.6M
|