Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
190K
+ 51.81%
$7.38M - $7.77M
557K $23.9M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
148K
+ 19.62%
$5.74M - $6.04M
901K $38.7M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
127K
New
$4.93M - $5.19M
127K $5.45M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
110K
New
$4.27M - $4.5M
110K $4.73M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
107K
New
$4.14M - $4.35M
107K $4.58M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
76.2K
+ 44.95%
$2.96M - $3.11M
246K $10.6M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
64.1K
+ 195.86%
$2.49M - $2.62M
96.8K $4.16M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
53.5K
+ 17.59%
$2.08M - $2.18M
358K $15.4M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
34.5K
+ 8.2%
$1.34M - $1.41M
455K $19.5M
Nov 08, 2023 Q3 2023
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
34.3K
New
$1.33M - $1.4M
34.3K $1.47M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
23.2K
New
$900K - $947K
23.2K $996K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
17.8K
+ 94.69%
$690K - $727K
36.6K $1.57M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
17.6K
New
$683K - $719K
17.6K $756K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
17.5K
New
$681K - $716K
17.5K $753K
Oct 10, 2023 Q3 2023
Consilium Wealth Advisory, LLC

BUY
 -
16.5K
+ 18.12%
$640K - $673K
108K $4.62M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
14.1K
+ 6.95%
$547K - $576K
217K $9.32M
Nov 09, 2023 Q3 2023
Weitzel Financial Services, Inc.

BUY
 -
12.4K
+ 5.75%
$482K - $507K
228K $9.81M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
9.69K
+ 52.97%
$376K - $396K
28K $1.2M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
9.23K
New
$358K - $377K
9.23K $396K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
8.94K
New
$347K - $365K
8.94K $384K
Nov 14, 2023 Q3 2023
Richard Bernstein Advisors LLC

BUY
 -
8.83K
+ 441350.0%
$343K - $360K
8.83K $379K
Oct 10, 2023 Q3 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
7.53K
New
$292K - $308K
7.53K $323K
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
BUY
 -
7.43K
New
$289K - $304K
7.43K $319K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
7.3K
New
$283K - $298K
7.3K $313K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
7.13K
New
$277K - $291K
7.13K $306K
Oct 31, 2023 Q3 2023
Investment Partners, Ltd.

BUY
 -
6.89K
New
$267K - $281K
6.89K $296K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
6.48K
+ 12.45%
$252K - $265K
58.6K $2.51M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
6.23K
New
$242K - $255K
6.23K $268K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
5.93K
+ 117.63%
$230K - $242K
11K $471K
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
5.42K
New
$210K - $221K
5.42K $233K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
5.31K
+ 13.49%
$206K - $217K
44.7K $1.92M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.09K
+ 39.93%
$197K - $208K
17.8K $765K
Oct 17, 2023 Q3 2023
Ellenbecker Investment Group

BUY
 -
4.88K
+ 37.82%
$189K - $199K
17.8K $764K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
4.61K
+ 119.04%
$179K - $188K
8.49K $365K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
4.03K
New
$156K - $165K
4.03K $173K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
3.87K
New
$150K - $158K
3.87K $166K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
3.85K
+ 3.43%
$149K - $157K
116K $4.98M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
3.59K
+ 37.98%
$139K - $146K
13K $559K
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
3.47K
+ 3.09%
$135K - $142K
116K $4.97M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
3.3K
+ 5.35%
$128K - $135K
64.9K $2.79M
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
2.9K
+ 3.89%
$112K - $118K
77.3K $3.32M
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
2.52K
New
$97.9K - $103K
2.52K $108K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.43K
+ 3.82%
$94.2K - $99.1K
65.9K $2.83M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.26K
+ 2.76%
$87.7K - $92.3K
84.2K $3.61M
Nov 13, 2023 Q3 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
2.11K
+ 13.92%
$81.8K - $86.1K
17.3K $741K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.93K
+ 25.55%
$74.9K - $78.9K
9.49K $407K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.92K
+ 28.31%
$74.6K - $78.5K
8.71K $374K
Oct 30, 2023 Q3 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1.78K
+ 487.43%
$69.2K - $72.9K
2.15K $92.3K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
1.37K
+ 1.21%
$53K - $55.7K
115K $4.92M

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