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 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.84K- 13.93% |
$282K - $296K
|
42.3K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.3K- 13.49% |
$465K - $488K
|
72.4K
$3.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.4K- 9.58% |
$470K - $494K
|
108K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.9K- 4.14% |
$531K - $558K
|
298K
$13M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.7K- 16.88% |
$565K - $594K
|
67.6K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-14.8K- 11.38% |
$609K - $639K
|
115K
$5.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-23.4K- 92.54% |
$963K - $1.01M
|
1.88K
$82.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-27K- 46.45% |
$1.11M - $1.17M
|
31.1K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.2K- 3.04% |
$1.16M - $1.22M
|
901K
$39.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-36.3K- 34.16% |
$1.49M - $1.57M
|
69.9K
$3.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-52.7K- 34.36% |
$2.17M - $2.28M
|
101K
$4.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.7K- 25.2% |
$2.38M - $2.5M
|
171K
$7.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-89.9K- 34.29% |
$3.7M - $3.89M
|
172K
$7.51M
|