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 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-268- 1.37% |
$11.4K - $12.1K
|
19.3K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-268- 3.09% |
$11.4K - $12.1K
|
8.42K
$367K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-271- 5.35% |
$11.6K - $12.2K
|
4.8K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-272- 5.3% |
$11.6K - $12.3K
|
4.86K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-283- 2.12% |
$12.1K - $12.8K
|
13.1K
$570K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-291- 8.36% |
$12.4K - $13.1K
|
3.19K
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-300- 4.27% |
$12.8K - $13.6K
|
6.72K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-340- 3.9% |
$14.5K - $15.4K
|
8.39K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-345- 14.94% |
$14.7K - $15.6K
|
1.97K
$85.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-390- 8.01% |
$16.6K - $17.6K
|
4.48K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-393- 2.19% |
$16.8K - $17.8K
|
17.6K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-394- 2.16% |
$16.8K - $17.8K
|
17.8K
$777K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-401- 12.83% |
$17.1K - $18.1K
|
2.73K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-410- 3.14% |
$17.5K - $18.5K
|
12.6K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-415- 8.36% |
$17.7K - $18.7K
|
4.55K
$198K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-441- 5.26% |
$18.8K - $19.9K
|
7.94K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-521- 25.69% |
$22.2K - $23.5K
|
1.51K
$65.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-527- 0.54% |
$22.5K - $23.8K
|
97.2K
$4.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-575- 2.05% |
$24.5K - $26K
|
27.5K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-578- 10.21% |
$24.7K - $26.1K
|
5.08K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-596- 0.88% |
$25.4K - $26.9K
|
67K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-650- 27.32% |
$27.7K - $29.4K
|
1.73K
$75.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-744- 6.53% |
$31.7K - $33.6K
|
10.7K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-756- 33.25% |
$32.3K - $34.2K
|
1.52K
$66.2K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-761- 3.21% |
$32.5K - $34.4K
|
23K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-859- 6.56% |
$36.6K - $38.8K
|
12.2K
$533K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-885- 6.19% |
$37.8K - $40K
|
13.4K
$585K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-963- 7.7% |
$41.1K - $43.5K
|
11.6K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1K- 12.47% |
$42.7K - $45.3K
|
7.03K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.01K- 9.3% |
$43.3K - $45.8K
|
9.89K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 5.87% |
$47.4K - $50.2K
|
17.8K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.13K- 12.54% |
$48K - $50.9K
|
7.85K
$342K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.14K- 3.0% |
$48.5K - $51.4K
|
36.8K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.31K- 16.78% |
$55.7K - $59K
|
6.47K
$282K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.5K- 6.57% |
$63.8K - $67.5K
|
21.3K
$927K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.52K- 10.44% |
$64.9K - $68.7K
|
13K
$569K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.63K- 5.51% |
$69.4K - $73.5K
|
27.9K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.82K- 6.23% |
$77.5K - $82.1K
|
27.3K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.88K- 10.93% |
$80.2K - $85K
|
15.3K
$668K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.74K- 6.25% |
$117K - $124K
|
41.1K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 19.78% |
$119K - $126K
|
11.3K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.84K- 22.31% |
$121K - $128K
|
9.88K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 14.62% |
$148K - $157K
|
20.2K
$882K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.9K- 2.27% |
$166K - $176K
|
168K
$7.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.03K- 22.76% |
$172K - $182K
|
13.7K
$596K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.51K- 7.55% |
$192K - $204K
|
55.2K
$2.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.52K- 2.83% |
$193K - $204K
|
155K
$6.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.52K- 10.59% |
$193K - $204K
|
38.2K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5K- 12.98% |
$213K - $226K
|
33.5K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.36K- 56.29% |
$314K - $333K
|
5.72K
$249K
|