Purchases and Sales Made in Q3 2023 in Ishares Tr Core Moderate Alloc (AOM)
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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-707- 5.46% |
$27.4K - $28.9K
|
12.2K
$526K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-803- 4.58% |
$31.2K - $32.8K
|
16.7K
$718K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-845- 8.2% |
$32.8K - $34.5K
|
9.46K
$406K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-851- 12.6% |
$33K - $34.8K
|
5.9K
$254K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-865- 65.78% |
$33.6K - $35.3K
|
450
$19.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-875- 5.63% |
$34K - $35.7K
|
14.7K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-972- 11.54% |
$37.7K - $39.7K
|
7.45K
$320K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-975- 5.6% |
$37.8K - $39.8K
|
16.4K
$706K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1K- 2.61% |
$38.8K - $40.9K
|
37.4K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.01K- 5.67% |
$39.2K - $41.3K
|
16.8K
$722K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.06K- 16.69% |
$41.2K - $43.4K
|
5.3K
$228K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.16K- 42.79% |
$44.8K - $47.2K
|
1.54K
$66.3K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.2K- 10.17% |
$46.5K - $49K
|
10.6K
$455K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.24K- 5.36% |
$47.9K - $50.4K
|
21.8K
$936K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.35K- 19.91% |
$52.5K - $55.3K
|
5.45K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.37K- 3.05% |
$53K - $55.8K
|
43.4K
$1.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.41K- 7.74% |
$54.8K - $57.7K
|
16.9K
$724K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.51K- 0.88% |
$58.5K - $61.6K
|
171K
$7.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.77K- 25.25% |
$68.7K - $72.3K
|
5.24K
$225K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.85K- 14.5% |
$71.6K - $75.4K
|
10.9K
$467K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.25K- 1.38% |
$87.4K - $91.9K
|
161K
$6.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.4K- 20.94% |
$93.1K - $97.9K
|
9.06K
$389K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.44K- 2.89% |
$94.5K - $99.4K
|
82K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.45K- 20.8% |
$95.2K - $100K
|
9.34K
$401K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.46K- 44.02% |
$95.5K - $100K
|
3.13K
$134K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.17K- 16.72% |
$123K - $130K
|
15.8K
$678K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.17K- 24.91% |
$123K - $130K
|
9.56K
$411K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.3K- 86.33% |
$128K - $135K
|
522
$22.4K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.69K- 32.2% |
$143K - $151K
|
7.76K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.13K- 0.16% |
$160K - $169K
|
2.5M
$107M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.88K- 10.15% |
$189K - $199K
|
43.2K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.75K- 5.11% |
$223K - $235K
|
107K
$4.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.92K- 52.92% |
$230K - $242K
|
5.27K
$226K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.68K- 7.48% |
$259K - $273K
|
82.5K
$3.54M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.95K- 7.55% |
$270K - $284K
|
85.1K
$3.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.42K- 16.31% |
$288K - $303K
|
38.1K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.49K- 13.74% |
$291K - $306K
|
47K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.22K- 14.12% |
$358K - $377K
|
56.1K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12K- 21.23% |
$466K - $491K
|
44.6K
$1.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-14.5K- 43.53% |
$564K - $594K
|
18.9K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.8K- 42.9% |
$574K - $604K
|
19.7K
$846K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-15.5K- 78.03% |
$601K - $632K
|
4.36K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.9K- 98.93% |
$695K - $732K
|
194
$8.33K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-21.5K- 22.8% |
$836K - $880K
|
72.9K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28K- 73.32% |
$1.09M - $1.14M
|
10.2K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.2K- 68.66% |
$1.37M - $1.44M
|
16.1K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.8K- 23.6% |
$1.7M - $1.79M
|
142K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-76.4K- 28.27% |
$2.97M - $3.12M
|
194K
$8.33M
|