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 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-22- 0.19% |
$899 - $941
|
11.8K
$511K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-29- 1.67% |
$1.18K - $1.24K
|
1.71K
$74K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-38- 0.22% |
$1.55K - $1.63K
|
17.4K
$757K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-40- 0.81% |
$1.63K - $1.71K
|
4.91K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-49- 3.29% |
$2K - $2.1K
|
1.44K
$62.5K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-50- 0.92% |
$2.04K - $2.14K
|
5.4K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-50- 6.52% |
$2.04K - $2.14K
|
717
$31.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-61- 9.04% |
$2.49K - $2.61K
|
614
$26.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-72- 5.78% |
$2.94K - $3.08K
|
1.17K
$50.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-74- 0.78% |
$3.02K - $3.17K
|
9.4K
$408K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-75- 31.78% |
$3.06K - $3.21K
|
161
$6.99K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-84- 8.28% |
$3.43K - $3.59K
|
931
$40.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-96- 1.72% |
$3.92K - $4.11K
|
5.49K
$238K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-96- 1.88% |
$3.92K - $4.11K
|
5.02K
$218K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-100- 1.12% |
$4.09K - $4.28K
|
8.82K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-115- 18.4% |
$4.7K - $4.92K
|
510
$22.1K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-136- 5.95% |
$5.56K - $5.82K
|
2.15K
$93.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-173- 10.57% |
$7.07K - $7.4K
|
1.46K
$63.5K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-178- 1.22% |
$7.27K - $7.61K
|
14.4K
$627K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-208- 2.29% |
$8.5K - $8.9K
|
8.86K
$384K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-260- 3.26% |
$10.6K - $11.1K
|
7.72K
$335K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-300- 5.07% |
$12.3K - $12.8K
|
5.62K
$244K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-305- 4.56% |
$12.5K - $13K
|
6.38K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-354- 1.0% |
$14.5K - $15.1K
|
35.1K
$1.52M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-356- 1.89% |
$14.5K - $15.2K
|
18.5K
$801K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-381- 2.56% |
$15.6K - $16.3K
|
14.5K
$629K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 9.3% |
$16.3K - $17.1K
|
3.9K
$169K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-402- 4.85% |
$16.4K - $17.2K
|
7.89K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-430- 7.75% |
$17.6K - $18.4K
|
5.12K
$222K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-439- 5.58% |
$17.9K - $18.8K
|
7.43K
$323K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-441- 2.21% |
$18K - $18.9K
|
19.6K
$849K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-508- 0.49% |
$20.8K - $21.7K
|
103K
$4.45M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-512- 4.09% |
$20.9K - $21.9K
|
12K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-517- 2.51% |
$21.1K - $22.1K
|
20.1K
$872K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-535- 2.87% |
$21.9K - $22.9K
|
18.1K
$784K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-538- 2.39% |
$22K - $23K
|
22K
$954K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-620- 3.03% |
$25.3K - $26.5K
|
19.8K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-623- 6.41% |
$25.5K - $26.7K
|
9.1K
$395K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-643- 7.06% |
$26.3K - $27.5K
|
8.47K
$367K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-646- 6.11% |
$26.4K - $27.6K
|
9.93K
$431K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-698- 4.52% |
$28.5K - $29.9K
|
14.7K
$640K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-741- 8.19% |
$30.3K - $31.7K
|
8.3K
$360K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-752- 42.9% |
$30.7K - $32.2K
|
1K
$43.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-791- 12.21% |
$32.3K - $33.8K
|
5.69K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-967- 10.39% |
$39.5K - $41.4K
|
8.34K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 9.61% |
$43.4K - $45.4K
|
9.99K
$434K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.24K- 7.91% |
$50.7K - $53K
|
14.4K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.38K- 13.92% |
$56.4K - $59K
|
8.53K
$370K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.51K- 68.16% |
$61.7K - $64.6K
|
706
$30.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.57K- 3.94% |
$64.3K - $67.3K
|
38.3K
$1.66M
|