Purchases and Sales Made in Q1 2023 in Ishares Tr Core Moderate Alloc (AOM)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16- 0.17% |
$611 - $647
|
9.39K
$409K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-16- 0.29% |
$611 - $647
|
5.46K
$238K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-21- 0.18% |
$802 - $849
|
11.8K
$513K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-31- 0.58% |
$1.18K - $1.25K
|
5.27K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-35- 6.54% |
$1.34K - $1.42K
|
500
$21.8K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-43- 0.39% |
$1.64K - $1.74K
|
10.9K
$474K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-43- 0.35% |
$1.64K - $1.74K
|
12.2K
$532K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-64- 1.89% |
$2.44K - $2.59K
|
3.33K
$145K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-74- 6.93% |
$2.83K - $2.99K
|
994
$43.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-141- 0.74% |
$5.39K - $5.7K
|
18.9K
$824K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-148- 1.37% |
$5.65K - $5.99K
|
10.6K
$464K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-155- 1.54% |
$5.92K - $6.27K
|
9.9K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-163- 3.07% |
$6.23K - $6.59K
|
5.14K
$224K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-181- 1.39% |
$6.91K - $7.32K
|
12.9K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-201- 3.56% |
$7.68K - $8.13K
|
5.44K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-211- 0.52% |
$8.06K - $8.53K
|
40.4K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-230- 3.14% |
$8.79K - $9.3K
|
7.09K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-267- 2.04% |
$10.2K - $10.8K
|
12.8K
$558K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-271- 17.83% |
$10.4K - $11K
|
1.25K
$54.4K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-271- 17.83% |
$10.4K - $11K
|
1.25K
$54.4K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-305- 1.56% |
$11.7K - $12.3K
|
19.3K
$839K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-320- 0.96% |
$12.2K - $12.9K
|
32.9K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-335- 1.63% |
$12.8K - $13.6K
|
20.3K
$883K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-340- 5.0% |
$13K - $13.8K
|
6.47K
$282K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-348- 0.46% |
$13.3K - $14.1K
|
75.5K
$3.29M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-354- 4.27% |
$13.5K - $14.3K
|
7.94K
$346K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-402- 74.17% |
$15.4K - $16.3K
|
140
$6.1K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-426- 1.96% |
$16.3K - $17.2K
|
21.3K
$929K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-430- 2.75% |
$16.4K - $17.4K
|
15.2K
$662K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-439- 9.39% |
$16.8K - $17.8K
|
4.23K
$185K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-550- 4.51% |
$21K - $22.2K
|
11.6K
$508K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-569- 5.31% |
$21.7K - $23K
|
10.1K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-571- 3.8% |
$21.8K - $23.1K
|
14.5K
$630K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-595- 10.77% |
$22.7K - $24.1K
|
4.93K
$215K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-600- 2.71% |
$22.9K - $24.3K
|
21.5K
$938K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-644- 0.72% |
$24.6K - $26K
|
88.3K
$3.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-693- 2.97% |
$26.5K - $28K
|
22.7K
$989K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-709- 4.19% |
$27.1K - $28.7K
|
16.2K
$707K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-838- 4.5% |
$32K - $33.9K
|
17.8K
$776K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-850- 2.99% |
$32.5K - $34.4K
|
27.5K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 54.2% |
$38.2K - $40.5K
|
845
$36.8K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1K- 12.1% |
$38.4K - $40.6K
|
7.29K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.02K- 8.35% |
$38.8K - $41.1K
|
11.2K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 48.46% |
$39K - $41.3K
|
1.09K
$47.4K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.06K- 15.68% |
$40.3K - $42.7K
|
5.67K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 6.77% |
$43.2K - $45.7K
|
15.6K
$679K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.15K- 38.69% |
$44K - $46.6K
|
1.83K
$79.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.25K- 8.31% |
$47.8K - $50.6K
|
13.8K
$602K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.28K- 31.44% |
$48.9K - $51.8K
|
2.79K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.36K- 28.04% |
$52K - $55.1K
|
3.49K
$152K
|