Purchases and Sales Made in Q3 2024 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q3 2024. 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 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
269KNew |
$11.5M - $12.2M
|
269K
$11.7M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94K+ 1808.5% |
$4.01M - $4.25M
|
99.2K
$4.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
67.4K+ 66.98% |
$2.88M - $3.05M
|
168K
$7.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.7K+ 35.41% |
$2.59M - $2.74M
|
232K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 4.16% |
$1.6M - $1.69M
|
939K
$40.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36KNew |
$1.54M - $1.63M
|
36K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.9K+ 11.3% |
$1.32M - $1.39M
|
304K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
27.6KNew |
$1.18M - $1.25M
|
27.6K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.5KNew |
$747K - $791K
|
17.5K
$763K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 69.2% |
$724K - $767K
|
41.5K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
15.4K+ 18.06% |
$655K - $694K
|
100K
$4.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14KNew |
$596K - $631K
|
14K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 16.14% |
$562K - $596K
|
94.9K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$497K - $526K
|
11.7K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.5K+ 4.7% |
$490K - $519K
|
256K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8KNew |
$460K - $488K
|
10.8K
$471K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$457K - $484K
|
10.7K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.1K+ 4.53% |
$430K - $455K
|
232K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
7.17KNew |
$306K - $324K
|
7.17K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.88KNew |
$294K - $311K
|
6.88K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6.53K+ 2.48% |
$279K - $295K
|
270K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15K+ 17.62% |
$262K - $278K
|
41K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.02K+ 66.13% |
$257K - $272K
|
15.1K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.83KNew |
$249K - $263K
|
5.83K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.72KNew |
$202K - $213K
|
4.72K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.53KNew |
$193K - $205K
|
4.53K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.49KNew |
$192K - $203K
|
4.49K
$196K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.3KNew |
$183K - $194K
|
4.3K
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.03K+ 24.68% |
$172K - $182K
|
20.4K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.95K+ 8.35% |
$168K - $178K
|
51.2K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.57K+ 67.86% |
$152K - $161K
|
8.83K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.1KNew |
$132K - $140K
|
3.1K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.06KNew |
$131K - $138K
|
3.06K
$133K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.03KNew |
$129K - $137K
|
3.03K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3K+ 17.21% |
$128K - $135K
|
20.4K
$889K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9K+ 14.86% |
$124K - $131K
|
22.4K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 25.55% |
$104K - $110K
|
12K
$522K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.43K+ 3.53% |
$103K - $110K
|
71.1K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
2.31K+ 2.03% |
$98.3K - $104K
|
116K
$5.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.21KNew |
$94.3K - $99.9K
|
2.21K
$96.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.13K+ 5.42% |
$90.8K - $96.2K
|
41.4K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.87K+ 16.2% |
$79.8K - $84.5K
|
13.4K
$585K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.86K+ 1.44% |
$79.1K - $83.8K
|
130K
$5.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.82K+ 9.91% |
$77.4K - $82K
|
20.1K
$878K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.81K+ 7.04% |
$77.3K - $81.8K
|
27.5K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 35.09% |
$73.8K - $78.1K
|
6.66K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.69K+ 4.22% |
$72.2K - $76.5K
|
41.8K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.61K+ 4.23% |
$68.5K - $72.6K
|
39.6K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 5.75% |
$65.2K - $69K
|
28.1K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.38K+ 0.88% |
$59K - $62.4K
|
158K
$6.88M
|