Purchases and Sales Made in Q2 2022 in Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q2 2022. 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
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
235K
+ 72.04%
$8.99M - $10.1M
560K $24.4M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
235K
+ 72.04%
$8.99M - $10.1M
560K $24.4M
Aug 16, 2022 Q2 2022
Lfs Asset Management

San Ramon, CA
BUY
 -
114K
New
$4.36M - $4.9M
114K $4.96M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
80.6K
+ 1610.73%
$3.09M - $3.47M
85.6K $3.73M
Jul 12, 2022 Q2 2022
Arden Trust CO

BUY
 -
78.5K
New
$3.01M - $3.38M
78.5K $3.42M
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
73K
New
$2.8M - $3.14M
73K $3.18M
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
62.7K
New
$2.4M - $2.7M
62.7K $2.73M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
48.9K
+ 696.06%
$1.87M - $2.11M
55.9K $2.44M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
47.9K
+ 116.17%
$1.83M - $2.06M
89.1K $3.89M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
47.6K
+ 92.93%
$1.82M - $2.05M
98.8K $4.31M
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
BUY
 -
37K
New
$1.42M - $1.59M
37K $1.61M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
33.6K
+ 150.93%
$1.29M - $1.45M
55.9K $2.44M
Jul 11, 2022 Q2 2022
Weitzel Financial Services, Inc.

BUY
 -
31.7K
+ 38.46%
$1.21M - $1.36M
114K $4.97M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
31.1K
+ 790.68%
$1.19M - $1.34M
35.1K $1.53M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
29.6K
+ 702.42%
$1.13M - $1.27M
33.8K $1.47M
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
28.9K
New
$1.11M - $1.24M
28.9K $1.26M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
26.2K
+ 9.26%
$1M - $1.13M
309K $13.5M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
23K
+ 5.3%
$881K - $991K
457K $19.9M
Jul 15, 2022 Q2 2022
Ritholtz Wealth Management

BUY
 -
18.9K
+ 77.99%
$725K - $815K
43.2K $1.88M
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
BUY
 -
14.2K
New
$542K - $610K
14.2K $617K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
13.9K
New
$532K - $598K
13.9K $605K
Aug 04, 2022 Q2 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
13.5K
New
$516K - $580K
13.5K $587K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
10.3K
+ 80.23%
$395K - $444K
23.1K $1.01M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
9.89K
+ 4.33%
$379K - $426K
238K $10.4M
Jul 21, 2022 Q2 2022
Beacon Investment Advisory Services, Inc.

BUY
 -
8.12K
+ 45.36%
$311K - $350K
26K $1.13M
Jul 22, 2022 Q2 2022
Paragon Advisors, LLC

BUY
 -
7.65K
New
$293K - $329K
7.65K $333K
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
7.56K
New
$289K - $325K
7.56K $329K
Jul 28, 2022 Q2 2022
West End Advisors, LLC

BUY
 -
7.22K
+ 491.76%
$276K - $311K
8.69K $379K
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
6.9K
+ 76.67%
$264K - $297K
15.9K $693K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
6.33K
+ 0.27%
$242K - $273K
2.34M $102M
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.62K
+ 77.58%
$215K - $242K
12.9K $561K
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
5.48K
New
$210K - $236K
5.48K $239K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
3.8K
+ 7.01%
$146K - $164K
58K $2.53M
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

BUY
 -
3.6K
+ 20.29%
$138K - $155K
21.4K $931K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.38K
New
$129K - $145K
3.38K $147K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.27K
New
$125K - $141K
3.27K $143K
Aug 08, 2022 Q2 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
2.96K
+ 18.06%
$113K - $127K
19.3K $843K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.6K
+ 7.62%
$99.5K - $112K
36.7K $1.6M
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
2.32K
New
$88.9K - $100K
2.32K $101K
Aug 15, 2022 Q2 2022
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
2.24K
+ 4.97%
$85.7K - $96.4K
47.3K $2.06M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
2.16K
+ 35.03%
$82.7K - $93K
8.33K $363K
Jul 28, 2022 Q2 2022
Royal Fund Management, LLC

BUY
 -
2.14K
+ 2.84%
$82.1K - $92.3K
77.7K $3.39M
Jul 05, 2022 Q2 2022
Ellenbecker Investment Group

BUY
 -
2.09K
+ 15.28%
$80.2K - $90.2K
15.8K $689K
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
2.06K
+ 1.07%
$79K - $88.8K
195K $8.48M
Jul 28, 2022 Q2 2022
True Private Wealth Advisors

BUY
 -
1.93K
+ 12.6%
$73.8K - $83K
17.2K $751K
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

BUY
 -
1.81K
+ 24.48%
$69.4K - $78K
9.21K $401K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.34K
+ 9.72%
$51.3K - $57.7K
15.1K $660K
Jul 20, 2022 Q2 2022
Weaver Consulting Group

BUY
 -
1.29K
+ 0.72%
$49.3K - $55.4K
179K $7.82M
Jul 08, 2022 Q2 2022
Legacy Financial Group LLC

BUY
 -
1.14K
+ 6.71%
$43.5K - $48.9K
18.1K $787K

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