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 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-10.8K- 54.44% |
$452K - $492K
|
9.07K
$396K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-11.7KClosed |
$487K - $530K
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.3K- 68.38% |
$557K - $606K
|
6.17K
$270K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.8K- 90.91% |
$578K - $629K
|
1.39K
$60.5K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.8KClosed |
$617K - $672K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-16KClosed |
$668K - $727K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18K- 22.1% |
$753K - $820K
|
63.6K
$2.78M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-20.9K- 18.01% |
$874K - $951K
|
95.3K
$4.16M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-21.3K- 20.41% |
$891K - $970K
|
83.2K
$3.64M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-22.2K- 35.01% |
$927K - $1.01M
|
41.2K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-24.6K- 43.8% |
$1.03M - $1.12M
|
31.6K
$1.38M
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-25.9K- 94.64% |
$1.08M - $1.18M
|
1.47K
$64.2K
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-28.2K- 14.81% |
$1.18M - $1.28M
|
162K
$7.09M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.1K- 20.41% |
$1.42M - $1.55M
|
133K
$5.82M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-35.6K- 49.83% |
$1.49M - $1.62M
|
35.8K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41.6K- 76.39% |
$1.73M - $1.89M
|
12.8K
$561K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-42.4K- 85.78% |
$1.77M - $1.93M
|
7.02K
$307K
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-43.2K- 82.19% |
$1.8M - $1.96M
|
9.36K
$409K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48.9K- 64.96% |
$2.04M - $2.22M
|
26.4K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-76.1KClosed |
$3.17M - $3.46M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-77.1K- 93.91% |
$3.22M - $3.51M
|
5.01K
$219K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93.4K- 80.72% |
$3.9M - $4.25M
|
22.3K
$975K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-94.1K- 64.76% |
$3.93M - $4.28M
|
51.2K
$2.24M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-104K- 26.82% |
$4.33M - $4.71M
|
283K
$12.4M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-109K- 51.82% |
$4.53M - $4.94M
|
101K
$4.41M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-164K- 80.11% |
$6.85M - $7.45M
|
40.7K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-192K- 49.9% |
$8M - $8.72M
|
193K
$8.41M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-235K- 41.88% |
$9.8M - $10.7M
|
326K
$14.2M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-308K- 97.22% |
$12.9M - $14M
|
8.81K
$385K
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-316K- 97.72% |
$13.2M - $14.4M
|
7.39K
$323K
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.56M- 98.88% |
$65.2M - $71M
|
17.8K
$776K
|