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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-573- 3.5% |
$23.9K - $26K
|
15.8K
$691K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-574- 7.39% |
$24K - $26.1K
|
7.2K
$315K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-575Closed |
$24K - $26.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-600- 4.81% |
$25K - $27.3K
|
11.9K
$519K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-626Closed |
$26.1K - $28.5K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-722- 2.76% |
$30.1K - $32.8K
|
25.4K
$1.11M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-769- 5.44% |
$32.1K - $35K
|
13.4K
$584K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-884- 11.97% |
$36.9K - $40.2K
|
6.5K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-907- 13.65% |
$37.9K - $41.2K
|
5.74K
$251K
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-942- 10.69% |
$39.3K - $42.8K
|
7.87K
$344K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-983Closed |
$41K - $44.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-992- 5.56% |
$41.4K - $45.1K
|
16.8K
$736K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-998- 8.93% |
$41.7K - $45.4K
|
10.2K
$445K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 14.81% |
$41.7K - $45.5K
|
5.75K
$251K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.05K- 13.78% |
$43.8K - $47.7K
|
6.57K
$287K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 16.62% |
$44.1K - $48K
|
5.3K
$232K
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-1.06K- 17.85% |
$44.1K - $48K
|
4.86K
$212K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.18KClosed |
$49K - $53.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.18K- 25.41% |
$49.3K - $53.7K
|
3.47K
$152K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.19K- 36.51% |
$49.5K - $53.9K
|
2.06K
$90.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.29K- 4.56% |
$53.8K - $58.6K
|
27K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.49K- 7.67% |
$62.3K - $67.8K
|
18K
$785K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.56KClosed |
$65K - $70.8K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-1.59KClosed |
$66.5K - $72.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.61K- 5.1% |
$67.2K - $73.2K
|
30K
$1.31M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.68K- 14.16% |
$70.1K - $76.3K
|
10.2K
$445K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.75K- 19.28% |
$72.9K - $79.4K
|
7.31K
$320K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.78K- 14.14% |
$74.2K - $80.8K
|
10.8K
$472K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.78K- 23.12% |
$74.5K - $81.1K
|
5.93K
$259K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.32K- 30.26% |
$96.9K - $105K
|
5.35K
$234K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.8KClosed |
$117K - $127K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.86KClosed |
$120K - $130K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.96K- 8.0% |
$124K - $135K
|
34.1K
$1.49M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-3.46K- 1.91% |
$144K - $157K
|
178K
$7.78M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.62KClosed |
$151K - $165K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.16K- 20.24% |
$174K - $189K
|
16.4K
$717K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.21K- 21.9% |
$176K - $191K
|
15K
$656K
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-4.41KClosed |
$184K - $201K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.44KClosed |
$185K - $202K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.49KClosed |
$187K - $204K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.06K- 23.61% |
$211K - $230K
|
16.4K
$716K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.56KClosed |
$232K - $253K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.62K- 27.36% |
$234K - $255K
|
14.9K
$652K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.75K- 2.53% |
$240K - $261K
|
221K
$9.66M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-8.41KClosed |
$351K - $382K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-8.73KClosed |
$364K - $397K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-8.8KClosed |
$367K - $400K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-9.71KClosed |
$405K - $441K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.4KClosed |
$433K - $471K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.6K- 20.98% |
$441K - $480K
|
39.8K
$1.74M
|