Purchases and Sales Made in Q4 2022 in Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

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 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
535
New
$19.3K - $21.2K
535 $23.3K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
516
+ 34.63%
$18.6K - $20.4K
2.01K $87.4K
Feb 13, 2023 Q4 2022
Fullen Financial Group

BUY
 -
439
+ 3.3%
$15.8K - $17.4K
13.7K $599K
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
419
+ 2.7%
$15.1K - $16.6K
16K $695K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
377
New
$13.6K - $14.9K
377 $16.4K
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
370
+ 2.6%
$13.3K - $14.6K
14.6K $636K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
367
+ 52.35%
$13.2K - $14.5K
1.07K $46.6K
Feb 03, 2023 Q4 2022
Cfo4 Life Group, LLC

BUY
 -
354
+ 4.46%
$12.8K - $14K
8.29K $361K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
299
+ 70.35%
$10.8K - $11.8K
724 $31.6K
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
271
+ 21.7%
$9.77K - $10.7K
1.52K $66.3K
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
173
+ 15.26%
$6.24K - $6.85K
1.31K $57K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
142
New
$5.12K - $5.62K
142 $6.19K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
120
+ 2.37%
$4.33K - $4.75K
5.17K $225K
Jan 20, 2023 Q4 2022
Fort Henry Capital, LLC

BUY
 -
118
+ 0.48%
$4.26K - $4.67K
24.6K $1.07M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
106
New
$3.82K - $4.19K
106 $4.62K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
100
+ 1.49%
$3.61K - $3.96K
6.8K $296K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
93
+ 0.91%
$3.35K - $3.68K
10.4K $452K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
92
+ 5.63%
$3.32K - $3.64K
1.73K $75.3K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
85
New
$3.07K - $3.36K
85 $3.71K
Feb 14, 2023 Q4 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
79
New
$2.85K - $3.13K
79 $3.44K
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
73
+ 0.71%
$2.63K - $2.89K
10.4K $453K
Feb 13, 2023 Q4 2022
Gould Capital, LLC

BUY
 -
68
+ 4.09%
$2.45K - $2.69K
1.73K $75.4K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
62
New
$2.24K - $2.45K
62 $2.7K
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
53
+ 0.79%
$1.91K - $2.1K
6.75K $294K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
52
+ 1.0%
$1.88K - $2.06K
5.27K $230K
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

BUY
 -
50
+ 4.26%
$1.8K - $1.98K
1.22K $53.3K
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
41
+ 141.38%
$1.48K - $1.62K
70 $3.05K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
33
New
$1.19K - $1.31K
33 $1.44K
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

BUY
 -
29
+ 5.58%
$1.05K - $1.15K
549 $23.9K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
23
+ 1.54%
$830 - $910
1.52K $66.3K
Feb 14, 2023 Q4 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
20
+ 0.3%
$721 - $791
6.63K $289K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
13
+ 0.62%
$469 - $514
2.11K $91.9K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
11
+ 0.16%
$397 - $435
6.79K $296K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
6
+ 0.72%
$216 - $237
842 $36.7K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
5
+ 55.56%
$180 - $198
14 $610
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

BUY
 -
3
+ 0.03%
$108 - $119
10.8K $470K
Feb 08, 2023 Q4 2022
Wolff Wiese Magana LLC

BUY
 -
2
+ 0.2%
$72.1 - $79.1
1.01K $44.1K
Jan 27, 2023 Q4 2022
Means Investment Co., Inc.

SELL
 -
-1
- 0.02%
$36.1 - $39.6
5.47K $239K
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-7
- 4.64%
$252 - $277
144 $6.28K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-12
- 4.36%
$433 - $475
263 $11.5K
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
SELL
 -
-19
- 0.27%
$685 - $752
7.09K $309K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

SELL
 -
-23
- 0.15%
$830 - $910
15.1K $656K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-35
- 0.29%
$1.26K - $1.38K
12.2K $531K
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

SELL
 -
-69
- 0.69%
$2.49K - $2.73K
10K $436K
Jan 26, 2023 Q4 2022
Legacy Financial Group LLC

SELL
 -
-78
- 0.5%
$2.81K - $3.09K
15.5K $678K
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-100
- 52.08%
$3.61K - $3.96K
92 $4.01K
Feb 14, 2023 Q4 2022
Reston Wealth Management LLC

SELL
 -
-101
- 0.31%
$3.64K - $4K
32.5K $1.42M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-153
- 1.26%
$5.52K - $6.05K
12K $524K
Feb 06, 2023 Q4 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-167
- 3.02%
$6.02K - $6.61K
5.37K $234K

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