Purchases and Sales Made in Q1 2022 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.56M+ 8882.79% |
$65.2M - $71M
|
1.58M
$69M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
812K+ 196.91% |
$33.9M - $36.9M
|
1.22M
$53.5M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
454K+ 3020.04% |
$19M - $20.6M
|
469K
$20.5M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
141K+ 6.41% |
$5.87M - $6.39M
|
2.33M
$102M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
131KNew |
$5.48M - $5.96M
|
131K
$5.74M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
130KNew |
$5.41M - $5.89M
|
130K
$5.66M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
90.9KNew |
$3.79M - $4.13M
|
90.9K
$3.97M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
69KNew |
$2.88M - $3.14M
|
69K
$3.02M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
62.5KNew |
$2.61M - $2.84M
|
62.5K
$2.73M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.6KNew |
$2.03M - $2.21M
|
48.6K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
45.1KNew |
$1.88M - $2.05M
|
45.1K
$1.97M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
44.8K+ 33.47% |
$1.87M - $2.04M
|
179K
$7.8M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.2KNew |
$1.68M - $1.83M
|
40.2K
$1.76M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.3K+ 13.04% |
$1.1M - $1.2M
|
228K
$9.97M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.7K+ 208.58% |
$987K - $1.08M
|
35K
$1.53M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
20.3KNew |
$848K - $924K
|
20.3K
$888K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.1KNew |
$714K - $778K
|
17.1K
$748K
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
16.5K+ 25.11% |
$691K - $752K
|
82.4K
$3.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13.5K+ 0.89% |
$564K - $614K
|
1.53M
$66.9M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.7KNew |
$529K - $576K
|
12.7K
$554K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 20.33% |
$518K - $565K
|
73.5K
$3.21M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.1KNew |
$423K - $461K
|
10.1K
$443K
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
9.1KNew |
$380K - $414K
|
9.1K
$398K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.05K+ 2.13% |
$378K - $411K
|
434K
$19M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9KNew |
$376K - $409K
|
9K
$393K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
8.66K+ 130.35% |
$361K - $394K
|
15.3K
$669K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.48K+ 597.25% |
$354K - $385K
|
9.9K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
8.43K+ 12.56% |
$352K - $383K
|
75.5K
$3.3M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
8.06K+ 4.64% |
$336K - $366K
|
182K
$7.94M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.36KNew |
$307K - $334K
|
7.36K
$322K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.24KNew |
$302K - $329K
|
7.24K
$317K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.94K+ 14.67% |
$290K - $315K
|
54.2K
$2.37M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.8K+ 1.79% |
$284K - $309K
|
386K
$16.9M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.54KNew |
$231K - $252K
|
5.54K
$242K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.54K+ 71.25% |
$231K - $252K
|
13.3K
$582K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.49KNew |
$229K - $249K
|
5.49K
$240K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.3KNew |
$221K - $241K
|
5.3K
$232K
|
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
5.25K+ 44.91% |
$219K - $238K
|
16.9K
$740K
|
|
|
Apr 14, 2022
Q1 2022
|
Divergent Planning, LLC
|
BUY
|
- |
4.99KNew |
$208K - $227K
|
4.99K
$218K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.39K+ 15.7% |
$183K - $199K
|
32.3K
$1.41M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.33K+ 50.28% |
$181K - $197K
|
12.9K
$566K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 351.56% |
$164K - $179K
|
5.05K
$221K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.9K+ 0.42% |
$163K - $177K
|
922K
$40.3M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.24K+ 10.66% |
$135K - $147K
|
33.6K
$1.47M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.11K+ 48.94% |
$130K - $141K
|
9.46K
$413K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.71K+ 0.84% |
$113K - $123K
|
326K
$14.2M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.67K+ 4.86% |
$112K - $121K
|
57.6K
$2.52M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 12.95% |
$98.8K - $108K
|
20.6K
$902K
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
2.32K+ 20.36% |
$96.8K - $105K
|
13.7K
$599K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.25K+ 19.34% |
$93.9K - $102K
|
13.9K
$607K
|