Purchases and Sales Made in Q2 2024 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 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
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
273K
New
$11.2M - $11.8M
273K $11.9M
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
218K
+ 4558.75%
$8.96M - $9.41M
222K $9.69M
Aug 14, 2024 Q2 2024
Eight 31 Financial LLC

Midland, TX
BUY
 -
97.6K
+ 614.4%
$4.02M - $4.22M
114K $4.95M
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
64.1K
+ 2.41%
$2.64M - $2.77M
2.73M $119M
Aug 09, 2024 Q2 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
59.8K
New
$2.46M - $2.58M
59.8K $2.6M
Aug 14, 2024 Q2 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
47K
+ 23.79%
$1.93M - $2.03M
245K $10.7M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
41.9K
+ 12.64%
$1.73M - $1.81M
373K $16.3M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
41.9K
+ 12.64%
$1.73M - $1.81M
373K $16.3M
Aug 14, 2024 Q2 2024
Jane Street Group, LLC

New York, NY
BUY
 -
38.2K
+ 36.07%
$1.57M - $1.65M
144K $6.28M
Aug 02, 2024 Q2 2024
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
35.6K
+ 146.28%
$1.46M - $1.54M
59.9K $2.61M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
28.2K
+ 21.0%
$1.16M - $1.22M
163K $7.09M
Aug 14, 2024 Q2 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
27K
New
$1.11M - $1.17M
27K $1.18M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
18K
+ 310.68%
$739K - $777K
23.7K $1.03M
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
15.2K
+ 599.72%
$625K - $656K
17.7K $772K
Aug 06, 2024 Q2 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
13.1K
New
$539K - $566K
13.1K $571K
Aug 14, 2024 Q2 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
12.5K
New
$513K - $539K
12.5K $543K
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

BUY
 -
11.4K
New
$470K - $494K
11.4K $498K
Jul 11, 2024 Q2 2024
Ellenbecker Investment Group

BUY
 -
10.6K
+ 38.85%
$437K - $459K
38K $1.65M
Jul 16, 2024 Q2 2024
Mason & Associates, LLC

Newport News, VA
BUY
 -
10.5K
New
$434K - $456K
10.5K $460K
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.34K
+ 65.01%
$385K - $404K
23.7K $1.03M
Aug 06, 2024 Q2 2024
Weitzel Financial Services, Inc.

BUY
 -
9.13K
+ 3.59%
$376K - $395K
263K $11.5M
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
8.25K
New
$340K - $357K
8.25K $360K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
8.01K
+ 45.22%
$330K - $347K
25.7K $1.12M
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
7.78K
New
$320K - $337K
7.78K $339K
Jul 12, 2024 Q2 2024
Austin Private Wealth, LLC

BUY
 -
7.52K
New
$309K - $325K
7.52K $328K
Aug 02, 2024 Q2 2024
National Bank Of Canada

BUY
 -
7.33K
+ 135.87%
$302K - $317K
12.7K $554K
Aug 13, 2024 Q2 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
7.15K
New
$294K - $309K
7.15K $311K
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
6.34K
New
$261K - $274K
6.34K $276K
Aug 08, 2024 Q2 2024
Prosperity Consulting Group, LLC

BUY
 -
5.98K
+ 57.7%
$246K - $259K
16.3K $712K
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
5.82K
New
$239K - $252K
5.82K $254K
Jul 30, 2024 Q2 2024
Life Plan Financial, LLC

Mankato, MN
BUY
 -
5.6K
+ 17.31%
$231K - $242K
38K $1.66M
Aug 09, 2024 Q2 2024
Empirical Asset Management, LLC

BUY
 -
5.58K
New
$230K - $241K
5.58K $243K
Jul 22, 2024 Q2 2024
Onyx Bridge Wealth Group LLC

BUY
 -
5.52K
+ 9.13%
$227K - $239K
66K $2.88M
Aug 14, 2024 Q2 2024
Gts Securities LLC

New York, NY
BUY
 -
5.26K
New
$217K - $228K
5.26K $229K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
5.13K
New
$211K - $222K
5.13K $224K
Jul 25, 2024 Q2 2024
Signature Estate & Investment Advisors LLC

BUY
 -
5K
New
$206K - $216K
5K $218K
Aug 06, 2024 Q2 2024
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
4.83K
+ 38.45%
$199K - $209K
17.4K $759K
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
4.81K
New
$198K - $208K
4.81K $210K
Aug 01, 2024 Q2 2024
Cache Tech Inc.

Logan, UT
BUY
 -
4.74K
New
$195K - $205K
4.74K $207K
Jul 15, 2024 Q2 2024
Roman Butler Fullerton & CO

BUY
 -
4.62K
New
$190K - $200K
4.62K $201K
Jul 17, 2024 Q2 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
4.6K
New
$190K - $199K
4.6K $201K
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
4.38K
+ 11.43%
$180K - $190K
42.7K $1.86M
Jul 31, 2024 Q2 2024
Taylor Financial Group, Inc.

Roanoke, VA
BUY
 -
4.23K
+ 9.82%
$174K - $183K
47.3K $2.06M
Aug 05, 2024 Q2 2024
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
4.09K
+ 16.31%
$168K - $177K
29.2K $1.27M
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
4.05K
+ 47.82%
$167K - $175K
12.5K $545K
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
3.99K
+ 5.01%
$164K - $172K
83.5K $3.64M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.98K
+ 9.35%
$123K - $129K
34.9K $1.52M
Jul 18, 2024 Q2 2024
Royal Fund Management, LLC

BUY
 -
2.12K
+ 2.56%
$87.3K - $91.7K
85K $3.71M
Jul 19, 2024 Q2 2024
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
1.7K
+ 9.38%
$69.9K - $73.5K
19.8K $864K

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