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 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.21K+ 133.0% |
$49.2K - $51.5K
|
2.11K
$91.6K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 5.76% |
$42.9K - $44.9K
|
19.3K
$837K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.04K+ 0.67% |
$42.4K - $44.4K
|
155K
$6.72M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
914+ 25.8% |
$37.3K - $39.1K
|
4.46K
$193K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
837+ 5.21% |
$34.2K - $35.8K
|
16.9K
$734K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
820+ 0.69% |
$33.5K - $35.1K
|
119K
$5.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
712+ 6.51% |
$29.1K - $30.5K
|
11.7K
$506K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
691+ 1.01% |
$28.2K - $29.6K
|
69.1K
$3M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
650+ 13.13% |
$26.6K - $27.8K
|
5.6K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
600+ 8.71% |
$24.5K - $25.7K
|
7.49K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
545+ 1.1% |
$22.3K - $23.3K
|
50K
$2.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
502+ 15.28% |
$20.5K - $21.5K
|
3.79K
$164K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
480+ 5.78% |
$19.6K - $20.5K
|
8.79K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
425+ 2.43% |
$17.4K - $18.2K
|
17.9K
$778K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
355+ 4.01% |
$14.5K - $15.2K
|
9.21K
$400K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
342+ 9.64% |
$14K - $14.6K
|
3.89K
$169K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
316+ 1.77% |
$12.9K - $13.5K
|
18.1K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
303New |
$12.4K - $13K
|
303
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
266+ 4.72% |
$10.9K - $11.4K
|
5.9K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
220+ 5.08% |
$8.99K - $9.41K
|
4.55K
$197K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$8.17K - $8.56K
|
200
$8.68K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
192+ 1.75% |
$7.85K - $8.21K
|
11.2K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
180+ 96.26% |
$7.35K - $7.7K
|
367
$15.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
170+ 2.12% |
$6.95K - $7.27K
|
8.19K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
160+ 0.9% |
$6.54K - $6.84K
|
17.9K
$777K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
160+ 2.19% |
$6.54K - $6.84K
|
7.46K
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
128+ 1.66% |
$5.23K - $5.48K
|
7.86K
$341K
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
119+ 0.49% |
$4.86K - $5.09K
|
24.6K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
111+ 2775.0% |
$4.54K - $4.75K
|
115
$4.99K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
107+ 1.08% |
$4.37K - $4.58K
|
10K
$434K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
85+ 4.93% |
$3.47K - $3.64K
|
1.81K
$78.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
85+ 0.11% |
$3.47K - $3.64K
|
79.5K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
85+ 0.91% |
$3.47K - $3.64K
|
9.4K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
80+ 0.62% |
$3.27K - $3.42K
|
13.1K
$567K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72+ 66.06% |
$2.94K - $3.08K
|
181
$7.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
58+ 15.93% |
$2.37K - $2.48K
|
422
$18.3K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
56+ 1.05% |
$2.29K - $2.4K
|
5.39K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 0.46% |
$1.8K - $1.88K
|
9.53K
$414K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
29+ 0.11% |
$1.18K - $1.24K
|
25.3K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
29+ 0.09% |
$1.18K - $1.24K
|
32.4K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26New |
$1.06K - $1.11K
|
26
$1.13K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18+ 0.75% |
$735 - $770
|
2.41K
$105K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.13% |
$572 - $599
|
10.5K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 2.4% |
$327 - $342
|
342
$14.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 0.4% |
$204 - $214
|
1.26K
$54.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.01% |
$163 - $171
|
29.6K
$1.29M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$40.9 - $42.8
|
1
$43.4
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2- 0.43% |
$81.7 - $85.6
|
466
$20.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-6- 0.03% |
$245 - $257
|
23.5K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14- 0.33% |
$572 - $599
|
4.28K
$186K
|