Purchases and Sales Made in Q2 2023 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q2 2023. 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 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-43- 0.25% |
$1.69K - $1.74K
|
17.4K
$768K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-45- 5.38% |
$1.77K - $1.82K
|
792
$34.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-53- 0.52% |
$2.08K - $2.15K
|
10.2K
$451K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-54- 12.62% |
$2.12K - $2.19K
|
374
$16.5K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65- 1.32% |
$2.56K - $2.64K
|
4.86K
$214K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-77- 0.43% |
$3.03K - $3.12K
|
17.8K
$786K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-112- 2.13% |
$4.4K - $4.54K
|
5.16K
$227K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-145- 1.36% |
$5.7K - $5.88K
|
10.5K
$462K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-148- 27.21% |
$5.82K - $6K
|
396
$17.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-157- 0.64% |
$6.17K - $6.37K
|
24.5K
$1.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-158- 0.09% |
$6.21K - $6.41K
|
172K
$7.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-238- 99.17% |
$9.36K - $9.65K
|
2
$88.2
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-245- 4.14% |
$9.63K - $9.93K
|
5.67K
$250K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-274- 1.54% |
$10.8K - $11.1K
|
17.5K
$773K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-302- 3.8% |
$11.9K - $12.2K
|
7.65K
$337K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-308- 4.62% |
$12.1K - $12.5K
|
6.36K
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-342- 1.1% |
$13.4K - $13.9K
|
30.8K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-345- 13.27% |
$13.6K - $14K
|
2.26K
$99.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-347- 2.94% |
$13.6K - $14.1K
|
11.5K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-369- 37.12% |
$14.5K - $15K
|
625
$27.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-389- 68.01% |
$15.3K - $15.8K
|
183
$8.07K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-418- 2.06% |
$16.4K - $16.9K
|
19.8K
$875K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-481- 1.78% |
$18.9K - $19.5K
|
26.5K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-492- 6.75% |
$19.3K - $20K
|
6.8K
$300K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-495- 2.18% |
$19.5K - $20.1K
|
22.2K
$978K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-509- 0.82% |
$20K - $20.6K
|
61.7K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-521- 3.87% |
$20.5K - $21.1K
|
13K
$571K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-525- 1.55% |
$20.6K - $21.3K
|
33.4K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-526- 3.29% |
$20.7K - $21.3K
|
15.5K
$682K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-535- 2.49% |
$21K - $21.7K
|
21K
$925K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-546- 9.07% |
$21.5K - $22.1K
|
5.47K
$241K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-560- 8.66% |
$22K - $22.7K
|
5.91K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-629- 1.63% |
$24.7K - $25.5K
|
38K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-630- 39.28% |
$24.8K - $25.5K
|
974
$42.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-663- 1.16% |
$26.1K - $26.9K
|
56.6K
$2.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-849- 7.94% |
$33.4K - $34.4K
|
9.85K
$434K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-862- 15.19% |
$33.9K - $35K
|
4.81K
$212K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-915- 1.65% |
$36K - $37.1K
|
54.5K
$2.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-930- 4.71% |
$36.6K - $37.7K
|
18.8K
$829K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-943- 9.08% |
$37.1K - $38.2K
|
9.44K
$416K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.05K- 2.59% |
$41.2K - $42.5K
|
39.4K
$1.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.07K- 1.7% |
$42.1K - $43.4K
|
61.8K
$2.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.09K- 1.44% |
$42.9K - $44.2K
|
74.4K
$3.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.19K- 11.38% |
$46.9K - $48.3K
|
9.28K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.23K- 7.13% |
$48.4K - $50K
|
16K
$707K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.32K- 6.24% |
$51.7K - $53.3K
|
19.8K
$871K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 72.3% |
$51.9K - $53.6K
|
506
$22.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.47K- 12.45% |
$57.6K - $59.4K
|
10.3K
$454K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.47K- 8.5% |
$57.6K - $59.4K
|
15.8K
$695K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.49K- 12.76% |
$58.5K - $60.3K
|
10.2K
$448K
|