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 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.04% |
$341 - $361
|
18K
$786K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 0.4% |
$213 - $226
|
1.26K
$54.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.86% |
$171 - $181
|
470
$20.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4+ 0.05% |
$171 - $181
|
7.52K
$328K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.16% |
$128 - $136
|
1.89K
$82.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.49% |
$128 - $136
|
619
$27K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.81% |
$128 - $136
|
372
$16.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.71% |
$128 - $136
|
427
$18.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.32% |
$85.3 - $90.4
|
619
$27K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.85% |
$42.7 - $45.2
|
119
$5.19K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$42.7 - $45.2
|
7.86K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.55% |
$42.7 - $45.2
|
182
$7.93K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$42.7 - $45.2
|
8.31K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.01% |
$42.7 - $45.2
|
7.46K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.1% |
$42.7 - $45.2
|
1K
$43.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.09% |
$42.7 - $45.2
|
1.06K
$46.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.55% |
$42.7 - $45.2
|
180
$7.85K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.08% |
$213 - $226
|
5.95K
$259K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14- 0.02% |
$597 - $633
|
60.9K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-17- 0.17% |
$725 - $768
|
10K
$438K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-20- 1.44% |
$853 - $904
|
1.37K
$59.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-27- 0.36% |
$1.15K - $1.22K
|
7.53K
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-41- 73.21% |
$1.75K - $1.85K
|
15
$654
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-42- 0.28% |
$1.79K - $1.9K
|
15.2K
$662K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-43- 0.58% |
$1.83K - $1.94K
|
7.37K
$321K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-45- 2.63% |
$1.92K - $2.03K
|
1.67K
$72.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-50- 0.9% |
$2.13K - $2.26K
|
5.53K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-54- 0.76% |
$2.3K - $2.44K
|
7.09K
$309K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-64- 0.54% |
$2.73K - $2.89K
|
11.8K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-74- 0.39% |
$3.16K - $3.34K
|
18.8K
$819K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-74- 0.15% |
$3.16K - $3.34K
|
50.9K
$2.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-82- 1.73% |
$3.5K - $3.7K
|
4.66K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-82- 1.73% |
$3.5K - $3.7K
|
4.66K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-83- 0.13% |
$3.54K - $3.75K
|
65.9K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-83- 24.78% |
$3.54K - $3.75K
|
252
$11K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-84- 1.51% |
$3.58K - $3.8K
|
5.47K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-94- 1.4% |
$4.01K - $4.25K
|
6.64K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-102- 7.88% |
$4.35K - $4.61K
|
1.19K
$52K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-107- 1.13% |
$4.56K - $4.83K
|
9.32K
$406K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-115- 2.3% |
$4.91K - $5.2K
|
4.88K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-125- 2.15% |
$5.33K - $5.65K
|
5.69K
$248K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-131- 0.9% |
$5.59K - $5.92K
|
14.4K
$628K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-132- 4.22% |
$5.63K - $5.96K
|
3K
$131K
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-152- 0.64% |
$6.48K - $6.87K
|
23.6K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-208- 2.54% |
$8.87K - $9.4K
|
7.99K
$348K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-214- 1.88% |
$9.13K - $9.67K
|
11.2K
$486K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-219- 2.41% |
$9.34K - $9.89K
|
8.88K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-227- 3.85% |
$9.68K - $10.3K
|
5.67K
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-227- 0.23% |
$9.68K - $10.3K
|
96.7K
$4.21M
|