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
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
1.11K
+ 2.21%
$42.6K - $47.8K
51.4K $2.24M
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1K
+ 7.51%
$38.3K - $43.1K
14.3K $624K
Jul 20, 2022 Q2 2022
Adams Wealth Management

BUY
 -
957
+ 17.86%
$36.7K - $41.2K
6.32K $275K
Jul 22, 2022 Q2 2022
First Ascent Asset Management, LLC

BUY
 -
906
+ 18.64%
$34.7K - $39K
5.77K $251K
Jul 13, 2022 Q2 2022
Soa Wealth Advisors, Llc.

BUY
 -
685
+ 10.51%
$26.2K - $29.5K
7.2K $314K
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

BUY
 -
618
+ 10.42%
$23.7K - $26.6K
6.55K $286K
Aug 10, 2022 Q2 2022
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
603
+ 6.05%
$23.1K - $26K
10.6K $461K
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
587
+ 1.75%
$22.5K - $25.3K
34.2K $1.49M
Jul 25, 2022 Q2 2022
Time Scale Financial, Inc.

BUY
 -
585
+ 15.61%
$22.4K - $25.2K
4.33K $189K
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

BUY
 -
559
New
$21.4K - $24.1K
559 $24.4K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
471
+ 26.24%
$18K - $20.3K
2.27K $98.8K
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
461
+ 2.01%
$17.7K - $19.9K
23.4K $1.02M
May 15, 2024 Q2 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
456
+ 3.12%
$17.5K - $19.6K
15.1K $657K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
445
New
$17K - $19.2K
445 $19.4K
Jul 20, 2022 Q2 2022
Simpli Fi, Inc.

BUY
 -
395
+ 3.64%
$15.1K - $17K
11.3K $491K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
383
+ 2.1%
$14.7K - $16.5K
18.6K $813K
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
381
+ 3.74%
$14.6K - $16.4K
10.6K $460K
Aug 09, 2022 Q2 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
334
+ 6.36%
$12.8K - $14.4K
5.59K $244K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
323
+ 5.46%
$12.4K - $13.9K
6.24K $272K
Jul 26, 2022 Q2 2022
Fullen Financial Group

BUY
 -
307
+ 2.46%
$11.8K - $13.2K
12.8K $557K
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

BUY
 -
294
+ 5.6%
$11.3K - $12.7K
5.55K $242K
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
226
+ 1.91%
$8.66K - $9.73K
12K $524K
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

BUY
 -
225
+ 1.34%
$8.62K - $9.69K
17.1K $744K
Jul 15, 2022 Q2 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
199
+ 2.02%
$7.62K - $8.57K
10.1K $439K
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
180
+ 2.46%
$6.89K - $7.75K
7.49K $327K
Jul 22, 2022 Q2 2022
Brandywine Oak Private Wealth LLC

BUY
 -
136
+ 2.35%
$5.21K - $5.86K
5.92K $258K
Jul 27, 2022 Q2 2022
Annex Advisory Services, LLC

BUY
 -
131
+ 0.27%
$5.02K - $5.64K
48.5K $2.11M
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
62
+ 6.06%
$2.37K - $2.67K
1.09K $47.3K
Jul 11, 2022 Q2 2022
Tpg Financial Advisors, LLC

BUY
 -
54
+ 0.87%
$2.07K - $2.33K
6.27K $273K
Aug 05, 2022 Q2 2022
Bay Harbor Wealth Management, LLC

BUY
 -
54
+ 0.62%
$2.07K - $2.33K
8.74K $381K
Aug 05, 2022 Q2 2022
Bellwether Advisors, LLC

BUY
 -
42
+ 9.29%
$1.61K - $1.81K
494 $21.5K
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
32
+ 0.43%
$1.23K - $1.38K
7.5K $327K
Jul 22, 2022 Q2 2022
Jnba Financial Advisors

BUY
 -
19
+ 1.7%
$728 - $818
1.13K $49.4K
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
15
+ 0.28%
$575 - $646
5.31K $232K
Aug 11, 2022 Q2 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
14
+ 0.21%
$536 - $603
6.58K $287K
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

BUY
 -
9
+ 0.26%
$345 - $388
3.48K $152K
Jul 18, 2022 Q2 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
8
+ 0.07%
$306 - $344
12.2K $530K
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
7
+ 0.08%
$268 - $301
8.77K $382K
Aug 12, 2022 Q2 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
5
+ 0.21%
$192 - $215
2.33K $102K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
3
+ 12.0%
$115 - $129
28 $1.22K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3
+ 0.14%
$115 - $129
2.09K $91.1K
Aug 11, 2022 Q2 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
3
+ 0.37%
$115 - $129
821 $35.8K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2
+ 0.02%
$76.6 - $86.1
9.84K $429K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
1
+ 0.11%
$38.3 - $43.1
910 $39.7K
Jul 14, 2022 Q2 2022
Mascoma Wealth Management LLC

BUY
 -
1
+ 0.14%
$38.3 - $43.1
699 $30.5K
Jul 15, 2022 Q2 2022
Wolff Wiese Magana LLC

BUY
 -
1
+ 0.1%
$38.3 - $43.1
1.01K $43.9K
Jul 19, 2022 Q2 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1
+ 0.22%
$38.3 - $43.1
460 $20.1K
Aug 08, 2022 Q2 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1
+ 0.52%
$38.3 - $43.1
192 $8.37K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 0.31%
$38.3 - $43.1
321 $14K

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