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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.68K- 2.57% |
$327K - $347K
|
291K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.9K- 67.74% |
$506K - $536K
|
5.65K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13K- 18.01% |
$556K - $589K
|
59.3K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-13.3K- 31.35% |
$565K - $599K
|
29K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.9K- 9.15% |
$635K - $673K
|
148K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 4.97% |
$791K - $838K
|
355K
$15.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-18.9K- 99.38% |
$806K - $853K
|
117
$5.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.9K- 10.07% |
$892K - $944K
|
187K
$8.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-34.5K- 29.99% |
$1.47M - $1.56M
|
80.6K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-39K- 65.19% |
$1.67M - $1.76M
|
20.8K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-113K- 78.51% |
$4.82M - $5.11M
|
30.9K
$1.35M
|