Purchases and Sales Made in Q2 2024 in Ishares Tr Core Moderate Alloc (AOM)
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 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-251- 2.83% |
$10.3K - $10.9K
|
8.61K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-336- 2.45% |
$13.8K - $14.5K
|
13.4K
$582K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-362- 10.38% |
$14.9K - $15.7K
|
3.13K
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-439- 2.98% |
$18.1K - $19K
|
14.3K
$623K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-446- 2.98% |
$18.4K - $19.3K
|
14.5K
$634K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-447- 0.35% |
$18.4K - $19.3K
|
129K
$5.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-472- 0.68% |
$19.4K - $20.4K
|
68.7K
$2.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-502Closed |
$20.7K - $21.7K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-522Closed |
$21.5K - $22.6K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-586- 7.43% |
$24.1K - $25.3K
|
7.3K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-587- 4.84% |
$24.2K - $25.4K
|
11.6K
$504K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-619- 10.89% |
$25.5K - $26.8K
|
5.07K
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-620- 5.16% |
$25.5K - $26.8K
|
11.4K
$497K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-654- 6.94% |
$26.9K - $28.3K
|
8.77K
$382K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-670- 7.13% |
$27.6K - $29K
|
8.73K
$380K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-692- 2.95% |
$28.5K - $29.9K
|
22.8K
$992K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-693- 10.91% |
$28.5K - $30K
|
5.66K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-731- 18.8% |
$30.1K - $31.6K
|
3.16K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-738- 7.14% |
$30.4K - $31.9K
|
9.6K
$419K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-793- 13.95% |
$32.6K - $34.3K
|
4.89K
$213K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-821- 4.14% |
$33.8K - $35.5K
|
19K
$828K
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-842- 3.42% |
$34.7K - $36.4K
|
23.8K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-906- 8.5% |
$37.3K - $39.2K
|
9.75K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-942- 73.77% |
$38.8K - $40.7K
|
335
$14.6K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.04K- 18.17% |
$42.9K - $45.1K
|
4.69K
$205K
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.1K- 1.12% |
$45.4K - $47.7K
|
96.9K
$4.22M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 20.86% |
$51.9K - $54.5K
|
4.78K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.36K- 9.43% |
$56.1K - $58.9K
|
13.1K
$570K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 31.05% |
$57K - $59.9K
|
3.07K
$134K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.49K- 1.59% |
$61.2K - $64.3K
|
92.1K
$4.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.54K- 84.81% |
$63.2K - $66.4K
|
275
$12K
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.55K- 15.57% |
$63.6K - $66.9K
|
8.38K
$365K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 8.18% |
$65K - $68.2K
|
17.7K
$772K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.62K- 7.32% |
$66.8K - $70.2K
|
20.6K
$896K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-1.64K- 25.71% |
$67.6K - $71K
|
4.74K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 9.28% |
$76.8K - $80.7K
|
18.2K
$794K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.91K- 2.28% |
$78.4K - $82.4K
|
81.7K
$3.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.04K- 52.78% |
$84K - $88.2K
|
1.83K
$79.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.65K- 22.77% |
$109K - $115K
|
9K
$392K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.9K- 47.01% |
$120K - $126K
|
3.27K
$143K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.07K- 11.72% |
$127K - $133K
|
23.2K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.6K- 15.58% |
$148K - $156K
|
19.5K
$850K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-4.53K- 43.21% |
$186K - $196K
|
5.95K
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.72K- 9.44% |
$194K - $204K
|
45.2K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.79K- 33.08% |
$197K - $207K
|
9.69K
$423K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.88K- 4.76% |
$201K - $211K
|
97.7K
$4.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.11K- 68.22% |
$210K - $221K
|
2.38K
$104K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.63K- 3.4% |
$232K - $244K
|
160K
$6.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.74K- 22.28% |
$236K - $248K
|
20K
$873K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.83K- 11.72% |
$240K - $252K
|
43.9K
$1.91M
|