Purchases and Sales Made in Q1 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 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
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
107
+ 6.34%
$4.47K - $4.86K
1.8K $77.9K
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
74
New
$3.09K - $3.36K
74 $3.21K
Apr 29, 2022 Q1 2022
Financial Strategies Group, Inc.

BUY
 -
65
+ 1.06%
$2.71K - $2.95K
6.2K $269K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
46
+ 0.45%
$1.92K - $2.09K
10.3K $448K
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
46
+ 0.62%
$1.92K - $2.09K
7.47K $324K
May 17, 2022 Q1 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
30
+ 3.05%
$1.25K - $1.36K
1.01K $43.9K
Apr 19, 2022 Q1 2022
Bay Harbor Wealth Management, LLC

BUY
 -
27
+ 0.31%
$1.13K - $1.23K
8.69K $377K
May 05, 2022 Q1 2022
Cahaba Wealth Management, Inc.

BUY
 -
27
+ 0.25%
$1.13K - $1.23K
10.7K $462K
Apr 27, 2022 Q1 2022
Key F Inancial Inc

BUY
 -
26
New
$1.09K - $1.18K
26 $1.13K
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

BUY
 -
26
+ 0.35%
$1.09K - $1.18K
7.4K $321K
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
21
+ 2.94%
$877 - $954
736 $31.9K
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
14
+ 0.22%
$584 - $636
6.52K $283K
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

BUY
 -
10
+ 0.9%
$417 - $455
1.12K $48.4K
May 16, 2022 Q1 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
8
New
$334 - $364
8 $347
May 06, 2022 Q1 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
SELL
 -
-2
- 0.21%
$83.5 - $90.9
939 $40.7K
Apr 14, 2022 Q1 2022
Simpli Fi, Inc.

SELL
 -
-6
- 0.06%
$250 - $273
10.9K $471K
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-16
- 0.18%
$668 - $727
8.77K $380K
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

SELL
 -
-18
- 0.54%
$751 - $818
3.33K $145K
May 13, 2022 Q1 2022
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-19
Closed
$793 - $864
0 $0
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

SELL
 -
-22
- 0.2%
$918 - $1K
11.1K $481K
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-22
- 0.39%
$918 - $1K
5.56K $241K
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-23
- 56.1%
$960 - $1.05K
18 $781
May 16, 2022 Q1 2022
Iron Bridge Private Wealth, LLC

SELL
 -
-24
Closed
$1K - $1.09K
0 $0
May 05, 2022 Q1 2022
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-45
- 0.68%
$1.88K - $2.05K
6.57K $285K
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

SELL
 -
-98
- 6.62%
$4.09K - $4.45K
1.38K $60K
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

SELL
 -
-124
- 0.51%
$5.18K - $5.64K
24.3K $1.05M
May 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
SELL
 -
-127
Closed
$5.3K - $5.77K
0 $0
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-129
- 1.56%
$5.38K - $5.86K
8.13K $353K
Apr 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-167
Closed
$6.97K - $7.59K
0 $0
Apr 18, 2022 Q1 2022
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-230
- 1.86%
$9.6K - $10.5K
12.2K $528K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-244
- 1.33%
$10.2K - $11.1K
18.1K $785K
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-261
Closed
$10.9K - $11.9K
0 $0
Dec 26, 2024 Q1 2022
Cypress Capital, LLC

SELL
 -
-285
- 2.47%
$11.9K - $13K
11.3K $489K
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

SELL
 -
-296
- 0.7%
$12.4K - $13.5K
42.2K $1.83M
May 16, 2022 Q1 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-300
- 26.83%
$12.5K - $13.6K
818 $35.5K
Apr 27, 2022 Q1 2022
Rocky Mountain Advisers, LLC

SELL
 -
-340
Closed
$14.2K - $15.5K
0 $0
Apr 11, 2022 Q1 2022
Adams Wealth Management

SELL
 -
-362
- 6.33%
$15.1K - $16.5K
5.36K $233K
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-368
- 1.58%
$15.4K - $16.7K
23K $996K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-423
- 4.12%
$17.7K - $19.2K
9.84K $427K
May 11, 2022 Q1 2022
Lokken Investment Group LLC

SELL
 -
-430
- 4.32%
$17.9K - $19.5K
9.52K $413K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-450
- 0.45%
$18.8K - $20.5K
98.7K $4.28M
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

SELL
 -
-456
- 4.55%
$19K - $20.7K
9.57K $415K
Apr 14, 2022 Q1 2022
Tpg Financial Advisors, LLC

SELL
 -
-464
- 6.95%
$19.4K - $21.1K
6.22K $270K
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

SELL
 -
-466
- 1.29%
$19.5K - $21.2K
35.8K $1.55M
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-500
Closed
$20.9K - $22.7K
0 $0
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-500
Closed
$20.9K - $22.7K
0 $0
May 13, 2022 Q1 2022
Sbk Financial, Inc.

Richmond, VA
SELL
 -
-518
Closed
$21.6K - $23.5K
0 $0
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

SELL
 -
-533
- 36.96%
$22.2K - $24.2K
909 $39.4K
May 02, 2022 Q1 2022
Advisory Alpha, LLC

SELL
 -
-564
- 5.45%
$23.5K - $25.6K
9.78K $424K

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