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 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.32KNew |
$336K - $369K
|
9.32K
$406K
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.39KNew |
$303K - $332K
|
8.39K
$366K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.38KNew |
$266K - $292K
|
7.38K
$322K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.23K+ 11.87% |
$261K - $286K
|
68.1K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.15K+ 121.08% |
$258K - $283K
|
13.1K
$569K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.12KNew |
$257K - $282K
|
7.12K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.74KNew |
$243K - $267K
|
6.74K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.39K+ 50.49% |
$230K - $253K
|
19K
$830K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.29KNew |
$227K - $249K
|
6.29K
$274K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.16KNew |
$222K - $244K
|
6.16K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.92K+ 22.56% |
$214K - $234K
|
32.2K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.74KNew |
$207K - $227K
|
5.74K
$250K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.49KNew |
$198K - $217K
|
5.49K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
5.31KNew |
$191K - $210K
|
5.31K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.3KNew |
$191K - $210K
|
5.3K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.26KNew |
$190K - $208K
|
5.26K
$229K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5.17KNew |
$186K - $205K
|
5.17K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.67K+ 55.76% |
$168K - $185K
|
13K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4KNew |
$144K - $158K
|
4K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.79K+ 30.46% |
$137K - $150K
|
16.3K
$708K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.51K+ 3.17% |
$127K - $139K
|
114K
$4.99M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
3.36K+ 70.56% |
$121K - $133K
|
8.12K
$354K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3.3K+ 631.61% |
$119K - $130K
|
3.82K
$166K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.07K+ 15.4% |
$111K - $121K
|
23K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.59K+ 5.17% |
$93.3K - $102K
|
52.7K
$2.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.54K+ 12.99% |
$91.7K - $101K
|
22.1K
$964K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.5KNew |
$90.1K - $98.8K
|
2.5K
$109K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.29K+ 18.01% |
$82.7K - $90.8K
|
15K
$655K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2K+ 26.15% |
$72.1K - $79.1K
|
9.65K
$421K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.9K+ 30.94% |
$68.4K - $75K
|
8.02K
$350K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.85KNew |
$66.5K - $73K
|
1.85K
$80.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
1.79K+ 20.06% |
$64.6K - $70.8K
|
10.7K
$467K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.58K+ 23.43% |
$56.8K - $62.3K
|
8.3K
$362K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.55K+ 41.44% |
$56K - $61.5K
|
5.3K
$231K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.32KNew |
$47.4K - $52K
|
1.32K
$57.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.32KNew |
$47.4K - $52K
|
1.32K
$57.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.3KNew |
$47K - $51.6K
|
1.3K
$56.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
1.29K+ 13.38% |
$46.5K - $51K
|
10.9K
$476K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.19K+ 13.4% |
$42.9K - $47K
|
10.1K
$439K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
944+ 14.58% |
$34.1K - $37.4K
|
7.42K
$323K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
799+ 8.07% |
$28.8K - $31.6K
|
10.7K
$466K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
765+ 4.01% |
$27.6K - $30.3K
|
19.9K
$866K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
765New |
$27.6K - $30.3K
|
765
$33.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
748+ 1.86% |
$27K - $29.6K
|
41K
$1.79M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
709+ 3.37% |
$25.6K - $28.1K
|
21.7K
$948K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
708New |
$25.5K - $28K
|
708
$30.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
698+ 4.24% |
$25.2K - $27.6K
|
17.2K
$748K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
544New |
$19.6K - $21.5K
|
544
$23.7K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
542+ 2.97% |
$19.5K - $21.4K
|
18.8K
$818K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
542New |
$19.5K - $21.4K
|
542
$23.6K
|