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 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.3K+ 5.59% |
$55.3K - $58.6K
|
24.5K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.1K+ 6.23% |
$46.8K - $49.6K
|
18.7K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
881+ 2.12% |
$37.6K - $39.8K
|
42.5K
$1.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
816+ 9.3% |
$34.8K - $36.9K
|
9.59K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
808+ 0.75% |
$34.5K - $36.5K
|
109K
$4.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
771+ 0.92% |
$32.9K - $34.8K
|
84.3K
$3.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
753+ 3.8% |
$32.1K - $34K
|
20.6K
$897K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
707+ 8.57% |
$30.2K - $31.9K
|
8.96K
$390K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
686+ 3.42% |
$29.3K - $31K
|
20.7K
$903K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
636+ 13.22% |
$27.1K - $28.7K
|
5.45K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
588+ 3.95% |
$25.1K - $26.6K
|
15.5K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
583+ 6.01% |
$24.9K - $26.3K
|
10.3K
$448K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
561+ 12.19% |
$23.9K - $25.3K
|
5.16K
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
558+ 502.7% |
$23.8K - $25.2K
|
669
$29.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
538+ 14.15% |
$23K - $24.3K
|
4.34K
$189K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
516New |
$22K - $23.3K
|
516
$22.5K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
506+ 1.29% |
$21.6K - $22.9K
|
39.9K
$1.74M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
395+ 19.22% |
$16.9K - $17.8K
|
2.45K
$107K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
389+ 2.07% |
$16.6K - $17.6K
|
19.2K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
354+ 36.12% |
$15.1K - $16K
|
1.33K
$58.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
340+ 3.95% |
$14.5K - $15.4K
|
8.95K
$390K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
295+ 0.32% |
$12.6K - $13.3K
|
92.4K
$4.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
277+ 1.6% |
$11.8K - $12.5K
|
17.6K
$766K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
208+ 4.35% |
$8.87K - $9.4K
|
4.99K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
194+ 2.54% |
$8.28K - $8.76K
|
7.84K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
193+ 2.01% |
$8.23K - $8.72K
|
9.8K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
179+ 1.01% |
$7.64K - $8.09K
|
17.9K
$780K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
166+ 5.07% |
$7.08K - $7.5K
|
3.44K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
109+ 1.27% |
$4.65K - $4.92K
|
8.68K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
107+ 0.79% |
$4.56K - $4.83K
|
13.7K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97+ 0.78% |
$4.14K - $4.38K
|
12.6K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
90+ 0.13% |
$3.84K - $4.07K
|
70K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
83+ 0.79% |
$3.54K - $3.75K
|
10.6K
$463K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
81+ 0.18% |
$3.46K - $3.66K
|
45.3K
$1.98M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
78+ 1.8% |
$3.33K - $3.52K
|
4.41K
$192K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
76+ 0.84% |
$3.24K - $3.43K
|
9.08K
$396K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
75+ 27.27% |
$3.2K - $3.39K
|
350
$15.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
73+ 0.79% |
$3.11K - $3.3K
|
9.33K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70+ 0.32% |
$2.99K - $3.16K
|
21.8K
$952K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
70+ 1.3% |
$2.99K - $3.16K
|
5.47K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67+ 17.14% |
$2.86K - $3.03K
|
458
$20K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
55+ 0.3% |
$2.35K - $2.48K
|
18.4K
$801K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44+ 0.6% |
$1.88K - $1.99K
|
7.35K
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.78% |
$1.62K - $1.72K
|
4.93K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 1.04% |
$1.41K - $1.49K
|
3.19K
$139K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29+ 21.48% |
$1.24K - $1.31K
|
164
$7.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
24+ 0.21% |
$1.02K - $1.08K
|
11.2K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19+ 0.97% |
$811 - $858
|
1.98K
$86.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.18% |
$725 - $768
|
9.45K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 1.3% |
$683 - $723
|
1.25K
$54.3K
|