Purchases and Sales Made in Q4 2021 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
4.41KNew |
$197K - $203K
|
4.41K
$192K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.33K+ 31.89% |
$193K - $199K
|
17.9K
$780K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.27K+ 18.04% |
$190K - $196K
|
27.9K
$1.22M
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
4.11K+ 60.83% |
$183K - $189K
|
10.9K
$474K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3.74K+ 16.67% |
$166K - $172K
|
26.2K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62KNew |
$161K - $167K
|
3.62K
$158K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.59K+ 24.56% |
$160K - $165K
|
18.2K
$793K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.44KNew |
$153K - $158K
|
3.44K
$150K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.17K+ 69.57% |
$141K - $146K
|
7.72K
$336K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
3.15K+ 6.43% |
$140K - $145K
|
52.2K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.03K+ 22.22% |
$135K - $140K
|
16.7K
$728K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.02KNew |
$135K - $139K
|
3.02K
$132K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$128K - $132K
|
2.86K
$125K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.85K+ 17.21% |
$127K - $131K
|
19.4K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.8KNew |
$125K - $129K
|
2.8K
$122K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.71KNew |
$121K - $125K
|
2.71K
$118K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.67K+ 2.36% |
$119K - $123K
|
116K
$5.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.4K+ 5.06% |
$107K - $111K
|
49.9K
$2.17M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 20.71% |
$87.8K - $90.7K
|
11.5K
$501K
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
1.82K+ 2.45% |
$81K - $83.7K
|
76.1K
$3.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.56KNew |
$69.4K - $71.7K
|
1.56K
$67.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.5K+ 1.53% |
$66.6K - $68.8K
|
99.1K
$4.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.41K+ 62.78% |
$62.6K - $64.6K
|
3.64K
$159K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.34K+ 26.78% |
$59.8K - $61.7K
|
6.35K
$277K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.24K+ 16.81% |
$55.2K - $57K
|
8.62K
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
1.15KNew |
$51K - $52.7K
|
1.15K
$49.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
1.04KNew |
$46.3K - $47.8K
|
1.04K
$45.3K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.02K+ 11.37% |
$45.6K - $47.1K
|
10K
$437K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
991+ 5.07% |
$44.1K - $45.6K
|
20.5K
$895K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
983New |
$43.8K - $45.2K
|
983
$42.8K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
941New |
$41.9K - $43.3K
|
941
$41K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
917+ 7.38% |
$40.8K - $42.2K
|
13.3K
$582K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
747+ 11.28% |
$33.3K - $34.4K
|
7.37K
$321K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
742+ 4.34% |
$33K - $34.1K
|
17.8K
$777K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
733+ 0.32% |
$32.6K - $33.7K
|
227K
$9.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
711+ 14.73% |
$31.7K - $32.7K
|
5.54K
$241K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
626+ 10.34% |
$27.9K - $28.8K
|
6.68K
$291K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
586+ 454.26% |
$26.1K - $27K
|
715
$31.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
557+ 6.4% |
$24.8K - $25.6K
|
9.26K
$404K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
528New |
$23.5K - $24.3K
|
528
$23K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
522New |
$23.2K - $24K
|
522
$22.8K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
518New |
$23.1K - $23.8K
|
518
$22.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
500New |
$22.3K - $23K
|
500
$21.8K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
423+ 3.04% |
$18.8K - $19.5K
|
14.3K
$624K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
414+ 6.65% |
$18.4K - $19K
|
6.64K
$290K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
399+ 4.04% |
$17.8K - $18.4K
|
10.3K
$448K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
390+ 8.02% |
$17.4K - $17.9K
|
5.26K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
373+ 5.29% |
$16.6K - $17.2K
|
7.42K
$323K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
334+ 4.23% |
$14.9K - $15.4K
|
8.23K
$359K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
302+ 5.74% |
$13.4K - $13.9K
|
5.56K
$242K
|