Purchases and Sales Made in Q1 2024 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q1 2024. 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 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
153KNew |
$6.27M - $6.56M
|
153K
$6.68M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
146K+ 5.8% |
$5.97M - $6.25M
|
2.66M
$116M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
127KNew |
$5.19M - $5.43M
|
127K
$5.53M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78.1K+ 1410.28% |
$3.19M - $3.34M
|
83.6K
$3.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
77.4KNew |
$3.16M - $3.31M
|
77.4K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.4K+ 122.98% |
$2.38M - $2.5M
|
106K
$4.61M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.4KNew |
$1.9M - $1.99M
|
46.4K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32.8K+ 44.71% |
$1.34M - $1.4M
|
106K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.9KNew |
$1.06M - $1.11M
|
25.9K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.1KNew |
$944K - $988K
|
23.1K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2KNew |
$906K - $949K
|
22.2K
$965K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.9KNew |
$568K - $595K
|
13.9K
$606K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
13.3K+ 49.72% |
$543K - $569K
|
40K
$1.74M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.9K+ 4.32% |
$527K - $552K
|
311K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.7K+ 18.58% |
$521K - $545K
|
81.4K
$3.54M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.4K+ 92.82% |
$507K - $531K
|
25.8K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
11.8K+ 93.74% |
$481K - $503K
|
24.3K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.1K+ 29.24% |
$454K - $475K
|
49.1K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.05K+ 40.59% |
$370K - $387K
|
31.3K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.79K+ 7.31% |
$359K - $376K
|
129K
$5.62M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.04KNew |
$329K - $344K
|
8.04K
$350K
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
7.92K+ 3.21% |
$323K - $339K
|
254K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.78KNew |
$318K - $333K
|
7.78K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
7.76K+ 95.51% |
$317K - $332K
|
15.9K
$692K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
7.15KNew |
$292K - $306K
|
7.15K
$311K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6.22KNew |
$254K - $266K
|
6.22K
$271K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.89KNew |
$241K - $252K
|
5.89K
$256K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
5.45K+ 7.04% |
$223K - $233K
|
82.9K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.94K+ 13.0% |
$202K - $211K
|
43K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.81K+ 104.2% |
$196K - $206K
|
9.42K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.79KNew |
$196K - $205K
|
4.79K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.77KNew |
$195K - $204K
|
4.77K
$208K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.3K+ 7.65% |
$175K - $184K
|
60.5K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.2K+ 31.04% |
$172K - $180K
|
17.7K
$772K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.81K+ 58.14% |
$156K - $163K
|
10.4K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.58K+ 2.21% |
$146K - $153K
|
166K
$7.21M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.2K+ 5.65% |
$131K - $137K
|
59.9K
$2.61M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.11K+ 32.82% |
$127K - $133K
|
12.6K
$547K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
2.67K+ 10.83% |
$109K - $114K
|
27.3K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.53K+ 15.39% |
$103K - $108K
|
19K
$825K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.16K+ 1.63% |
$88.1K - $92.3K
|
134K
$5.85M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.84KNew |
$75.2K - $78.8K
|
1.84K
$80.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.68K+ 7.19% |
$68.7K - $72K
|
25.1K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.61K+ 3.87% |
$65.6K - $68.7K
|
43.1K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 11.82% |
$62.1K - $65K
|
14.4K
$626K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.49K+ 3.92% |
$60.9K - $63.7K
|
39.5K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.48K+ 28.3% |
$60.6K - $63.5K
|
6.73K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.43K+ 30.17% |
$58.5K - $61.3K
|
6.18K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.41K+ 15.75% |
$57.5K - $60.2K
|
10.3K
$450K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.26K+ 3.28% |
$51.3K - $53.7K
|
39.5K
$1.72M
|