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
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
1.33K
+ 27.62%
$51.6K - $54.3K
6.14K $264K
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
1.25K
+ 5.78%
$48.7K - $51.2K
22.9K $985K
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
1.09K
+ 17.11%
$42.2K - $44.4K
7.45K $320K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
1.02K
+ 2.28%
$39.7K - $41.8K
45.9K $1.97M
Oct 19, 2023 Q3 2023
West End Advisors, LLC

BUY
 -
960
New
$37.3K - $39.2K
960 $41.2K
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
913
+ 4.1%
$35.4K - $37.3K
23.2K $996K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
887
+ 5.14%
$34.4K - $36.2K
18.1K $779K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
882
New
$34.2K - $36K
882 $37.9K
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
850
+ 11.11%
$33K - $34.7K
8.5K $365K
Nov 08, 2023 Q3 2023
First Ascent Asset Management, LLC

BUY
 -
819
+ 7.95%
$31.8K - $33.4K
11.1K $477K
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
751
+ 166.15%
$29.1K - $30.7K
1.2K $51.7K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
740
+ 146.25%
$28.7K - $30.2K
1.25K $53.5K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
625
New
$24.3K - $25.5K
625 $26.8K
Nov 13, 2023 Q3 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
506
+ 4.97%
$19.6K - $20.7K
10.7K $459K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
502
New
$19.5K - $20.5K
502 $21.6K
Nov 13, 2023 Q3 2023
Lokken Investment Group LLC

BUY
 -
489
+ 4.82%
$19K - $20K
10.6K $457K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
450
New
$17.5K - $18.4K
450 $19.3K
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
443
+ 4.33%
$17.2K - $18.1K
10.7K $458K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
428
+ 4.6%
$16.6K - $17.5K
9.74K $418K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
426
+ 1.98%
$16.5K - $17.4K
22K $943K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
361
+ 2.16%
$14K - $14.7K
17.1K $734K
Oct 11, 2023 Q3 2023
Smith Anglin Financial, LLC

BUY
 -
338
+ 0.55%
$13.1K - $13.8K
62.2K $2.67M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
327
+ 0.53%
$12.7K - $13.4K
61.9K $2.66M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
323
+ 1.17%
$12.5K - $13.2K
27.9K $1.2M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
317
+ 29.16%
$12.3K - $12.9K
1.4K $60.3K
Oct 17, 2023 Q3 2023
Tpg Financial Advisors, LLC

BUY
 -
290
+ 5.23%
$11.3K - $11.8K
5.84K $251K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
241
+ 24.74%
$9.35K - $9.84K
1.22K $52.2K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
219
+ 121.67%
$8.5K - $8.94K
399 $17.1K
Nov 01, 2023 Q3 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
219
+ 3.63%
$8.5K - $8.94K
6.25K $269K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
215
+ 1.39%
$8.34K - $8.78K
15.7K $674K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
213
+ 23.75%
$8.27K - $8.7K
1.11K $47.7K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
209
New
$8.11K - $8.54K
209 $8.97K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
192
+ 1.83%
$7.45K - $7.84K
10.7K $459K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
170
+ 1.45%
$6.6K - $6.94K
11.9K $512K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
169
+ 6.25%
$6.56K - $6.9K
2.87K $123K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
165
+ 1.05%
$6.4K - $6.74K
15.9K $684K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
130
+ 0.45%
$5.05K - $5.31K
29.3K $1.26M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
125
+ 0.61%
$4.85K - $5.11K
20.5K $879K
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

BUY
 -
106
+ 0.82%
$4.11K - $4.33K
13K $557K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
105
+ 0.76%
$4.08K - $4.29K
13.9K $598K
Nov 02, 2023 Q3 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
100
+ 0.76%
$3.88K - $4.08K
13.3K $572K
Oct 10, 2023 Q3 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
90
+ 1.0%
$3.49K - $3.68K
9.07K $390K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
72
+ 5.01%
$2.79K - $2.94K
1.51K $64.8K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
65
+ 0.64%
$2.52K - $2.65K
10.3K $442K
Nov 13, 2023 Q3 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
57
+ 0.25%
$2.21K - $2.33K
22.4K $964K
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
51
+ 45.95%
$1.98K - $2.08K
162 $6.96K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
46
+ 0.35%
$1.79K - $1.88K
13.1K $562K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
44
+ 0.63%
$1.71K - $1.8K
7.04K $302K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
43
+ 4.99%
$1.67K - $1.76K
904 $38.8K

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