Purchases and Sales Made in Q2 2022 in Ishares Tr Core Moderate Alloc (AOM)
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 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-975- 43.78% |
$37.3K - $42K
|
1.25K
$54.6K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1K- 7.03% |
$38.3K - $43.1K
|
13.2K
$577K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.03K- 6.98% |
$39.4K - $44.3K
|
13.7K
$598K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.2K- 7.56% |
$45.8K - $51.5K
|
14.6K
$637K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.2K- 10.82% |
$45.9K - $51.6K
|
9.89K
$431K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.22K- 12.74% |
$46.7K - $52.5K
|
8.35K
$364K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.26K- 8.41% |
$48.1K - $54K
|
13.7K
$595K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.32K- 1.59% |
$50.6K - $56.9K
|
81.9K
$3.57M
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.38K- 13.52% |
$52.7K - $59.3K
|
8.8K
$384K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.42KClosed |
$54.2K - $60.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 19.33% |
$54.5K - $61.2K
|
5.94K
$259K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.46K- 4.33% |
$56K - $62.9K
|
32.3K
$1.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.5KClosed |
$57.4K - $64.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.51K- 19.92% |
$57.8K - $65K
|
6.07K
$265K
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.53K- 2.92% |
$58.5K - $65.8K
|
50.8K
$2.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.64K- 3.87% |
$62.6K - $70.4K
|
40.6K
$1.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.87K- 8.36% |
$71.5K - $80.3K
|
20.4K
$891K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 93.02% |
$73.5K - $82.7K
|
144
$6.28K
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.03K- 25.74% |
$77.6K - $87.2K
|
5.84K
$255K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.13K- 5.96% |
$81.6K - $91.8K
|
33.7K
$1.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.22K- 3.86% |
$85.2K - $95.8K
|
55.4K
$2.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.32K- 83.47% |
$89K - $100K
|
460
$20.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.33K- 9.4% |
$89.2K - $100K
|
22.5K
$979K
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.36K- 25.25% |
$90.5K - $102K
|
7K
$305K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.47KClosed |
$94.6K - $106K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.57K- 74.06% |
$98.4K - $111K
|
900
$39.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.69K- 13.4% |
$103K - $116K
|
17.4K
$759K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.71K- 31.2% |
$104K - $117K
|
5.97K
$260K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.98K- 33.77% |
$114K - $128K
|
5.84K
$254K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.27K- 12.86% |
$125K - $141K
|
22.2K
$966K
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.33K- 12.49% |
$128K - $143K
|
23.3K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.34K- 3.3% |
$128K - $144K
|
97.7K
$4.26M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.36K- 6.92% |
$129K - $145K
|
45.2K
$1.97M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.53K- 53.69% |
$135K - $152K
|
3.04K
$133K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.26K- 4.69% |
$163K - $183K
|
86.6K
$3.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.39K- 12.54% |
$168K - $189K
|
30.6K
$1.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.39K- 1.99% |
$168K - $189K
|
217K
$9.44M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.59K- 48.55% |
$176K - $198K
|
4.87K
$212K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.68K- 22.89% |
$179K - $202K
|
15.8K
$687K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.76K- 26.33% |
$182K - $205K
|
13.3K
$581K
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-4.99KClosed |
$191K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.09KClosed |
$195K - $219K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.3KClosed |
$203K - $228K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.46KClosed |
$209K - $235K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.49KClosed |
$210K - $236K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.75KClosed |
$220K - $248K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.88KClosed |
$225K - $253K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.33K- 30.66% |
$242K - $272K
|
14.3K
$624K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-6.65KClosed |
$255K - $286K
|
0
$0
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.86KClosed |
$263K - $295K
|
0
$0
|