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
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.41K- 2.24% |
$53.8K - $57K
|
61.4K
$2.68M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.43K- 7.66% |
$54.6K - $57.8K
|
17.2K
$751K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.51K- 11.43% |
$57.5K - $60.9K
|
11.7K
$508K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.95K- 9.83% |
$74.6K - $79K
|
17.9K
$781K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-2K- 16.0% |
$76.2K - $80.7K
|
10.5K
$457K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.17K- 14.52% |
$82.7K - $87.6K
|
12.7K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.28K- 4.35% |
$87.1K - $92.2K
|
50.1K
$2.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.46K- 3.8% |
$94K - $99.5K
|
62.2K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.92K- 5.03% |
$111K - $118K
|
55K
$2.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-3.06K- 1.81% |
$117K - $124K
|
166K
$7.23M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.13K- 20.81% |
$120K - $127K
|
11.9K
$520K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.55K- 47.48% |
$136K - $144K
|
3.93K
$171K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.37K- 32.65% |
$167K - $177K
|
9.02K
$393K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.5K- 3.93% |
$172K - $182K
|
110K
$4.79M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.8K- 11.69% |
$183K - $194K
|
36.2K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.14K- 27.47% |
$196K - $208K
|
13.6K
$592K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.19K- 4.48% |
$198K - $210K
|
111K
$4.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-5.85K- 40.11% |
$223K - $237K
|
8.73K
$381K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.27K- 93.38% |
$239K - $254K
|
444
$19.4K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-7.49K- 92.32% |
$286K - $303K
|
623
$27.2K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.41K- 15.22% |
$321K - $340K
|
46.8K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.46K- 35.36% |
$323K - $342K
|
15.5K
$674K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-9.24K- 7.32% |
$353K - $374K
|
117K
$5.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 2.56% |
$388K - $411K
|
387K
$16.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-10.5K- 52.79% |
$403K - $427K
|
9.43K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-12KClosed |
$457K - $484K
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-13.5K- 12.29% |
$517K - $548K
|
96.7K
$4.21M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17.7K- 17.59% |
$676K - $716K
|
83K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.2K- 55.03% |
$694K - $735K
|
14.8K
$647K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18.6K- 99.99% |
$712K - $754K
|
1
$43.6
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.8K- 10.76% |
$793K - $840K
|
172K
$7.51M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-21.7K- 13.16% |
$827K - $876K
|
143K
$6.23M
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-23.3KClosed |
$889K - $942K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.8K- 68.14% |
$1.1M - $1.17M
|
13.5K
$587K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.6K- 4.2% |
$1.28M - $1.36M
|
765K
$33.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.4K- 32.23% |
$1.54M - $1.63M
|
84.8K
$3.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47.3K- 22.94% |
$1.81M - $1.91M
|
159K
$6.92M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50.2K- 79.94% |
$1.92M - $2.03M
|
12.6K
$549K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-59.5K- 47.27% |
$2.27M - $2.41M
|
66.4K
$2.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-65.2K- 54.06% |
$2.49M - $2.64M
|
55.4K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-70.3K- 14.05% |
$2.69M - $2.84M
|
430K
$18.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-72.4K- 49.04% |
$2.77M - $2.93M
|
75.3K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-103K- 21.3% |
$3.95M - $4.18M
|
382K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-325K- 55.89% |
$12.4M - $13.1M
|
256K
$11.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-640K- 49.03% |
$24.5M - $25.9M
|
666K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1M- 63.21% |
$42.1M - $44.6M
|
641K
$28M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.12M- 98.17% |
$42.7M - $45.2M
|
20.8K
$907K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.27M- 99.32% |
$48.3M - $51.2M
|
8.7K
$379K
|