Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
136K
+ 5.78%
$5.18M - $5.49M
2.48M $108M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
87.5K
+ 431.71%
$3.34M - $3.54M
108K $4.7M
Apr 28, 2023 Q1 2023
Win Advisors, Inc

BUY
 -
77.9K
New
$2.97M - $3.15M
77.9K $3.39M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
55.8K
+ 17.69%
$2.13M - $2.26M
371K $16.2M
Apr 12, 2023 Q1 2023
Retireful, LLC

BUY
 -
42K
New
$1.6M - $1.7M
42K $1.83M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
33.5K
New
$1.28M - $1.36M
33.5K $1.46M
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
33K
+ 502.46%
$1.26M - $1.34M
39.6K $1.73M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
25.2K
+ 49.42%
$961K - $1.02M
76.1K $3.32M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
24K
+ 1195.41%
$916K - $970K
26K $1.13M
May 17, 2023 Q1 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
20.8K
New
$796K - $843K
20.8K $909K
Apr 05, 2023 Q1 2023
Weitzel Financial Services, Inc.

BUY
 -
16.9K
+ 9.1%
$645K - $683K
202K $8.82M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
15.6K
+ 68.06%
$598K - $633K
38.6K $1.68M
Apr 21, 2023 Q1 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
12.5K
New
$478K - $506K
12.5K $545K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
11.8K
New
$450K - $476K
11.8K $513K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
11.7K
+ 216.99%
$447K - $473K
17.1K $745K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
11.4K
New
$436K - $462K
11.4K $497K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
8.59K
+ 12.62%
$328K - $348K
76.7K $3.34M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
8.3K
+ 15.2%
$317K - $336K
62.9K $2.74M
Dec 10, 2024 Q1 2023
Cypress Capital, LLC

BUY
 -
8.03K
New
$307K - $325K
8.03K $350K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
7.45K
+ 3.82%
$285K - $301K
203K $8.83M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7K
+ 40.7%
$267K - $283K
24.2K $1.05M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.76K
+ 13.38%
$258K - $273K
57.3K $2.5M
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
6.67K
New
$255K - $270K
6.67K $291K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.54K
+ 32.06%
$250K - $265K
27K $1.17M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
6.02K
New
$230K - $243K
6.02K $262K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
5.74K
New
$219K - $232K
5.74K $250K
May 04, 2023 Q1 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
5.59K
New
$213K - $226K
5.59K $244K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
5.58K
New
$213K - $226K
5.58K $243K
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
5.17K
New
$197K - $209K
5.17K $225K
May 05, 2023 Q1 2023
Paragon Advisors, LLC

BUY
 -
4.44K
+ 6.37%
$170K - $180K
74.1K $3.23M
Apr 27, 2023 Q1 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
4.39K
+ 59.4%
$168K - $177K
11.8K $513K
May 12, 2023 Q1 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
4.13K
+ 25.44%
$158K - $167K
20.4K $889K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3.29K
New
$126K - $133K
3.29K $143K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
3.13K
New
$119K - $126K
3.13K $136K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
3.04K
+ 115.33%
$116K - $123K
5.67K $247K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.48K
+ 971.37%
$94.6K - $100K
2.73K $119K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
2.27K
+ 6.66%
$86.8K - $91.9K
36.4K $1.59M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.02K
+ 4.52%
$77K - $81.6K
46.6K $2.03M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.89K
New
$72.4K - $76.6K
1.89K $82.6K
Apr 19, 2023 Q1 2023
Simpli Fi, Inc.

BUY
 -
1.86K
+ 27.14%
$71.2K - $75.4K
8.73K $380K
May 02, 2023 Q1 2023
Investment Advisory Group, LLC

BUY
 -
1.78K
+ 1.64%
$68K - $72K
110K $4.8M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.72K
+ 13.53%
$65.8K - $69.7K
14.5K $630K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
1.49K
+ 8.18%
$57K - $60.4K
19.7K $860K
May 08, 2023 Q1 2023
Reston Wealth Management LLC

BUY
 -
1.41K
+ 4.34%
$53.9K - $57.1K
33.9K $1.48M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
1.28K
+ 24.65%
$48.7K - $51.6K
6.45K $281K
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
1.17K
+ 5.81%
$44.5K - $47.1K
21.2K $925K
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
1.14K
+ 11.02%
$43.6K - $46.2K
11.5K $501K
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.1K
+ 6.44%
$42.2K - $44.7K
18.3K $796K
May 15, 2023 Q1 2023
Gould Capital, LLC

BUY
 -
1.01K
+ 58.15%
$38.4K - $40.7K
2.74K $119K

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