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 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.74K- 40.74% |
$71.1K - $74.4K
|
2.53K
$110K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.75K- 21.57% |
$71.4K - $74.7K
|
6.35K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.83K- 9.78% |
$74.9K - $78.4K
|
16.9K
$733K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-1.85K- 6.14% |
$75.6K - $79.1K
|
28.3K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.89K- 26.5% |
$77.1K - $80.7K
|
5.23K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.94K- 25.32% |
$79.4K - $83.2K
|
5.74K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.09K- 14.71% |
$85.6K - $89.6K
|
12.1K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.35K- 40.24% |
$96K - $100K
|
3.49K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 12.88% |
$108K - $113K
|
17.9K
$775K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.74K- 26.45% |
$112K - $117K
|
7.62K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 16.56% |
$114K - $119K
|
14K
$607K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.21K- 48.04% |
$131K - $137K
|
3.47K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.25K- 71.82% |
$133K - $139K
|
1.28K
$55.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.43K- 18.63% |
$140K - $147K
|
15K
$650K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.71K- 39.11% |
$152K - $159K
|
5.78K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.84K- 6.2% |
$157K - $164K
|
58.1K
$2.52M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.97K- 21.99% |
$162K - $170K
|
14.1K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.82K- 74.22% |
$197K - $206K
|
1.68K
$72.7K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.29K- 5.95% |
$216K - $226K
|
83.7K
$3.63M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5.53K- 33.94% |
$226K - $237K
|
10.8K
$467K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.82K- 29.82% |
$238K - $249K
|
13.7K
$594K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.04K- 39.15% |
$247K - $258K
|
9.39K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.36K- 52.8% |
$260K - $272K
|
5.69K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.44K- 21.21% |
$263K - $276K
|
23.9K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.72K- 58.23% |
$315K - $330K
|
5.54K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.92K- 0.84% |
$323K - $339K
|
929K
$40.3M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-8.21K- 93.02% |
$336K - $351K
|
616
$26.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.6K- 8.42% |
$351K - $368K
|
93.6K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.31K- 4.29% |
$380K - $398K
|
208K
$9.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-11.3K- 18.25% |
$463K - $485K
|
50.8K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.5K- 56.77% |
$593K - $621K
|
11.1K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.3K- 7.19% |
$625K - $654K
|
198K
$8.57M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 59.83% |
$633K - $663K
|
10.4K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-16.2K- 29.24% |
$664K - $695K
|
39.3K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22.9K- 82.28% |
$936K - $980K
|
4.93K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-23.7K- 15.4% |
$966K - $1.01M
|
130K
$5.64M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27K- 80.58% |
$1.1M - $1.15M
|
6.5K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.1K- 9.37% |
$1.11M - $1.16M
|
262K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.9K- 36.73% |
$1.18M - $1.23M
|
49.7K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33K- 9.58% |
$1.35M - $1.41M
|
311K
$13.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-34.7K- 26.14% |
$1.42M - $1.48M
|
98K
$4.25M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.9K- 11.23% |
$1.71M - $1.79M
|
331K
$14.4M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-53.5K- 67.09% |
$2.19M - $2.29M
|
26.2K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-175K- 91.39% |
$7.15M - $7.49M
|
16.5K
$716K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-392K- 98.37% |
$16M - $16.8M
|
6.5K
$282K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-525K- 61.29% |
$21.4M - $22.4M
|
331K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-525K- 61.29% |
$21.4M - $22.4M
|
331K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-753K- 76.67% |
$30.8M - $32.2M
|
229K
$9.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-985K- 96.86% |
$40.2M - $42.1M
|
31.9K
$1.38M
|