Purchases and Sales Made in Q3 2021 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.09M+ 537.69% |
$48.7M - $50M
|
1.29M
$56.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
291KNew |
$13M - $13.4M
|
291K
$12.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.6K+ 7.52% |
$2.76M - $2.83M
|
881K
$38.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57.2KNew |
$2.56M - $2.63M
|
57.2K
$2.49M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.2K+ 35.13% |
$1.71M - $1.76M
|
147K
$6.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.3K+ 11.26% |
$1.67M - $1.71M
|
369K
$16.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
25.3K+ 25.24% |
$1.13M - $1.16M
|
125K
$5.47M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.7K+ 11.71% |
$1.06M - $1.09M
|
226K
$9.85M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
21.2KNew |
$949K - $974K
|
21.2K
$925K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$881K - $905K
|
19.7K
$859K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.5KNew |
$649K - $666K
|
14.5K
$632K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.3K+ 5.16% |
$593K - $609K
|
270K
$11.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
10.8K+ 120.57% |
$481K - $494K
|
19.7K
$857K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3K+ 33.52% |
$460K - $473K
|
41K
$1.79M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
9.64K+ 19.49% |
$431K - $443K
|
59.1K
$2.58M
|
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
9.63K+ 209.19% |
$431K - $442K
|
14.2K
$620K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
7.01K+ 90.8% |
$313K - $322K
|
14.7K
$642K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.78K+ 86.68% |
$303K - $311K
|
14.6K
$636K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.26K+ 7.7% |
$280K - $288K
|
87.6K
$3.82M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.11K+ 924.66% |
$273K - $281K
|
6.77K
$295K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.09K+ 1.63% |
$273K - $280K
|
379K
$16.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.08K+ 135.94% |
$272K - $279K
|
10.5K
$460K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95K+ 1.78% |
$266K - $273K
|
340K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.78K+ 66.94% |
$259K - $265K
|
14.4K
$628K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.26KNew |
$235K - $242K
|
5.26K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.21K+ 12.02% |
$233K - $239K
|
48.5K
$2.12M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.87KNew |
$218K - $223K
|
4.87K
$212K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
4.86K+ 2.66% |
$218K - $223K
|
187K
$8.17M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.83KNew |
$216K - $222K
|
4.83K
$210K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.69KNew |
$210K - $215K
|
4.69K
$204K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.09K+ 20.88% |
$183K - $188K
|
23.7K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.98K+ 6.86% |
$178K - $183K
|
62K
$2.7M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.94K+ 46.42% |
$176K - $181K
|
12.4K
$542K
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
3.67KNew |
$164K - $168K
|
3.67K
$160K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.32K+ 3.52% |
$149K - $153K
|
97.6K
$4.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
3.31K+ 17.31% |
$148K - $152K
|
22.4K
$977K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.2K+ 30.56% |
$143K - $147K
|
13.7K
$595K
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
3.09K+ 4.35% |
$138K - $142K
|
74.2K
$3.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.06K+ 65.2% |
$137K - $141K
|
7.76K
$338K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
2.74K+ 33.53% |
$123K - $126K
|
10.9K
$476K
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.7K+ 5.27% |
$121K - $124K
|
53.9K
$2.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.34K+ 46.53% |
$105K - $108K
|
7.38K
$321K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.64K+ 35.6% |
$73.1K - $75.1K
|
6.23K
$271K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.54K+ 12.13% |
$68.9K - $70.7K
|
14.2K
$621K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.53K+ 10.06% |
$68.4K - $70.2K
|
16.7K
$728K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.49KNew |
$66.7K - $68.4K
|
1.49K
$64.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
1.46K+ 0.8% |
$65.4K - $67.1K
|
184K
$8M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.35K+ 3.79% |
$60.4K - $62K
|
37K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.31K+ 2.78% |
$58.4K - $60K
|
48.2K
$2.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 3.62% |
$51K - $52.3K
|
32.6K
$1.42M
|