Purchases and Sales Made in Q4 2022 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.27MNew |
$45.6M - $50.1M
|
1.27M
$55.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26M+ 259.81% |
$45.4M - $49.8M
|
1.74M
$76M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
1.26M+ 7962.58% |
$45.4M - $49.8M
|
1.27M
$55.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
870K+ 322.86% |
$31.4M - $34.4M
|
1.14M
$49.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
294K+ 102.76% |
$10.6M - $11.6M
|
581K
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
281K+ 819.74% |
$10.1M - $11.1M
|
316K
$13.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
248K+ 104.96% |
$8.96M - $9.83M
|
485K
$21.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
156K+ 1758.76% |
$5.62M - $6.16M
|
165K
$7.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
134K+ 2232.4% |
$4.84M - $5.31M
|
140K
$6.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
126KNew |
$4.54M - $4.98M
|
126K
$5.49M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
110KNew |
$3.98M - $4.36M
|
110K
$4.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
106K+ 256.91% |
$3.84M - $4.21M
|
148K
$6.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
94.8K+ 434.82% |
$3.42M - $3.75M
|
117K
$5.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
89KNew |
$3.21M - $3.52M
|
89K
$3.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81K+ 25.67% |
$2.92M - $3.21M
|
397K
$17.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.9KNew |
$2.41M - $2.65M
|
66.9K
$2.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
57.1K+ 453.73% |
$2.06M - $2.26M
|
69.7K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
54.6KNew |
$1.97M - $2.16M
|
54.6K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.8K+ 77.68% |
$1.9M - $2.09M
|
121K
$5.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
43.6KNew |
$1.57M - $1.73M
|
43.6K
$1.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
42KNew |
$1.51M - $1.66M
|
42K
$1.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
42KNew |
$1.51M - $1.66M
|
42K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37K+ 241.37% |
$1.34M - $1.47M
|
52.4K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
37KNew |
$1.33M - $1.46M
|
37K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.6K+ 41.36% |
$1.32M - $1.45M
|
125K
$5.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
35.7KNew |
$1.29M - $1.41M
|
35.7K
$1.56M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
34.8K+ 356.68% |
$1.26M - $1.38M
|
44.6K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.9K+ 7.04% |
$1.19M - $1.3M
|
500K
$21.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
32.8K+ 21.49% |
$1.18M - $1.3M
|
186K
$8.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
28.7K+ 86.56% |
$1.03M - $1.13M
|
61.8K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 182.71% |
$986K - $1.08M
|
42.3K
$1.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
25.8K+ 80.1% |
$929K - $1.02M
|
57.9K
$2.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
24.5KNew |
$883K - $969K
|
24.5K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
23.9KNew |
$863K - $947K
|
23.9K
$1.04M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
23.3KNew |
$840K - $921K
|
23.3K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22.1K+ 0.95% |
$796K - $873K
|
2.35M
$102M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18.6KNew |
$672K - $737K
|
18.6K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 4194.37% |
$644K - $707K
|
18.3K
$797K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.6K+ 834.3% |
$634K - $696K
|
19.7K
$859K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.6KNew |
$563K - $618K
|
15.6K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8K+ 81.06% |
$533K - $585K
|
33K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.1K+ 38.56% |
$507K - $556K
|
50.5K
$2.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13.2KNew |
$475K - $521K
|
13.2K
$574K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
13.1K+ 165.67% |
$474K - $520K
|
21.1K
$918K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12.5KNew |
$450K - $493K
|
12.5K
$544K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
11.8KNew |
$425K - $467K
|
11.8K
$514K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
11.8K+ 143.52% |
$425K - $466K
|
20K
$871K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.6K+ 137.8% |
$381K - $418K
|
18.2K
$795K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 23.22% |
$376K - $412K
|
55.3K
$2.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
9.32KNew |
$336K - $369K
|
9.32K
$406K
|