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
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.23KNew |
$93K - $101K
|
2.23K
$97.3K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.93K+ 10.59% |
$80.3K - $87.5K
|
20.1K
$879K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.84K+ 193.57% |
$76.6K - $83.4K
|
2.78K
$122K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.7K+ 21.15% |
$71K - $77.3K
|
9.74K
$426K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.58K+ 9.44% |
$65.7K - $71.6K
|
18.3K
$798K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.5KNew |
$62.6K - $68.2K
|
1.5K
$65.6K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.42KNew |
$59.1K - $64.3K
|
1.42K
$61.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.4K+ 1.3% |
$58.4K - $63.6K
|
109K
$4.76M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.33K+ 38.63% |
$55.4K - $60.3K
|
4.76K
$208K
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.26K+ 23.28% |
$52.4K - $57.1K
|
6.65K
$291K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$48.6K - $52.9K
|
1.16K
$50.9K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.12K+ 5.75% |
$46.5K - $50.7K
|
20.5K
$896K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.08K+ 5.27% |
$45.2K - $49.3K
|
21.7K
$946K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 11.91% |
$45K - $49K
|
10.1K
$443K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1.02KNew |
$42.7K - $46.5K
|
1.02K
$44.7K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1K+ 23.57% |
$41.8K - $45.5K
|
5.25K
$230K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
900+ 3.25% |
$37.6K - $40.9K
|
28.6K
$1.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
765+ 2.32% |
$31.9K - $34.8K
|
33.8K
$1.48M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
740+ 16.07% |
$30.9K - $33.6K
|
5.35K
$234K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
714+ 7.79% |
$29.8K - $32.5K
|
9.87K
$432K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
705New |
$29.4K - $32K
|
705
$30.8K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
701+ 4.99% |
$29.3K - $31.9K
|
14.7K
$644K
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
700+ 7.56% |
$29.2K - $31.8K
|
9.96K
$435K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
696+ 3.33% |
$29.1K - $31.6K
|
21.6K
$943K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
592New |
$24.7K - $26.9K
|
592
$25.9K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
570+ 2.87% |
$23.8K - $25.9K
|
20.4K
$894K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
532+ 19.65% |
$22.2K - $24.2K
|
3.24K
$142K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
482+ 1.01% |
$20.1K - $21.9K
|
48.3K
$2.11M
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
458+ 3.76% |
$19.1K - $20.8K
|
12.6K
$552K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
450+ 14.88% |
$18.8K - $20.5K
|
3.47K
$152K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
446+ 5.42% |
$18.6K - $20.3K
|
8.67K
$379K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
443+ 4922.22% |
$18.5K - $20.1K
|
452
$19.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
380+ 0.76% |
$15.9K - $17.3K
|
50.2K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
368+ 5.92% |
$15.4K - $16.7K
|
6.58K
$288K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
331+ 9.6% |
$13.8K - $15K
|
3.78K
$165K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
305+ 2.13% |
$12.7K - $13.9K
|
14.6K
$639K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
296New |
$12.4K - $13.5K
|
296
$12.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
296+ 8.13% |
$12.4K - $13.5K
|
3.94K
$172K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
291+ 8.42% |
$12.1K - $13.2K
|
3.75K
$164K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
285+ 1.08% |
$11.9K - $13K
|
26.7K
$1.17M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
247+ 4.46% |
$10.3K - $11.2K
|
5.79K
$253K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
240+ 2.08% |
$10K - $10.9K
|
11.8K
$516K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
221+ 0.42% |
$9.22K - $10K
|
52.4K
$2.29M
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
192+ 1.56% |
$8.01K - $8.73K
|
12.5K
$545K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
180+ 1.32% |
$7.51K - $8.18K
|
13.8K
$603K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
168+ 88.42% |
$7.01K - $7.64K
|
358
$15.6K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
145+ 2.41% |
$6.05K - $6.59K
|
6.17K
$270K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
141+ 1.23% |
$5.89K - $6.41K
|
11.6K
$509K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
125+ 1.4% |
$5.22K - $5.68K
|
9.03K
$394K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
113+ 18.71% |
$4.72K - $5.14K
|
717
$31.3K
|