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 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.15K- 27.1% |
$185K - $191K
|
11.2K
$487K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-4.5KClosed |
$200K - $207K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.66KClosed |
$207K - $214K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.69KClosed |
$209K - $216K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.14K- 1.6% |
$229K - $236K
|
317K
$13.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.35K- 79.03% |
$238K - $246K
|
1.42K
$61.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-5.38KClosed |
$240K - $248K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.65K- 40.59% |
$251K - $260K
|
8.26K
$360K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.7K- 11.83% |
$254K - $262K
|
42.5K
$1.85M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-6.1KClosed |
$271K - $280K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-6.26KClosed |
$279K - $288K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.4K- 7.27% |
$285K - $294K
|
81.6K
$3.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-7.14K- 48.51% |
$318K - $328K
|
7.58K
$330K
|
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.58K- 39.34% |
$337K - $349K
|
11.7K
$509K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.83K- 24.0% |
$348K - $360K
|
24.8K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-8.31K- 58.41% |
$370K - $382K
|
5.92K
$258K
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-11.3K- 57.25% |
$501K - $518K
|
8.41K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-13.7K- 7.33% |
$611K - $632K
|
174K
$7.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.2KClosed |
$634K - $655K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19K- 20.18% |
$847K - $875K
|
75.2K
$3.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.7KClosed |
$877K - $906K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-23.2K- 1.51% |
$1.03M - $1.07M
|
1.52M
$66.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-29.4K- 29.19% |
$1.31M - $1.35M
|
71.4K
$3.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.7K- 66.64% |
$1.37M - $1.41M
|
15.4K
$670K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-62KClosed |
$2.76M - $2.85M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-65.7K- 67.54% |
$2.93M - $3.02M
|
31.6K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-78.6KClosed |
$3.5M - $3.61M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-86.6KClosed |
$3.86M - $3.98M
|
0
$0
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-87.6KClosed |
$3.9M - $4.03M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-879K- 68.07% |
$39.1M - $40.4M
|
412K
$18M
|