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 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.5K- 44.35% |
$162K - $178K
|
5.64K
$246K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.82K- 19.36% |
$174K - $191K
|
20.1K
$874K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-6.22K- 41.45% |
$224K - $246K
|
8.79K
$383K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.93K- 24.74% |
$250K - $274K
|
21.1K
$918K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.46K- 68.74% |
$269K - $295K
|
3.39K
$148K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.42K- 6.78% |
$304K - $333K
|
116K
$5.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.44K- 17.2% |
$304K - $334K
|
40.6K
$1.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8.7K- 48.03% |
$314K - $344K
|
9.41K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.71K- 36.68% |
$314K - $345K
|
15K
$655K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8.79K- 61.42% |
$317K - $348K
|
5.52K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.33K- 96.77% |
$336K - $369K
|
311
$13.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.2K- 4.98% |
$369K - $405K
|
195K
$8.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10.2K- 14.03% |
$369K - $405K
|
62.8K
$2.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8K- 6.66% |
$497K - $545K
|
193K
$8.42M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.8K- 40.49% |
$497K - $545K
|
20.3K
$883K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-14.2K- 10.13% |
$513K - $563K
|
126K
$5.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-18.4K- 22.11% |
$663K - $727K
|
64.7K
$2.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-19.5K- 23.66% |
$703K - $771K
|
62.8K
$2.74M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-22.4K- 11.68% |
$807K - $885K
|
169K
$7.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.8K- 3.6% |
$1.07M - $1.18M
|
799K
$34.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.6K- 81.05% |
$1.14M - $1.25M
|
7.39K
$322K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-31.8K- 13.35% |
$1.15M - $1.26M
|
206K
$8.99M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-32.6K- 32.36% |
$1.18M - $1.29M
|
68.1K
$2.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-131K- 9.08% |
$4.71M - $5.16M
|
1.31M
$56.9M
|