Purchases and Sales Made in Q3 2021 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 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
Oct 13, 2021 Q3 2021
Hollencrest Capital Management

SELL
 -
-437
- 6.69%
$19.6K - $20.1K
6.1K $266K
Oct 20, 2021 Q3 2021
Northwest Wealth Management, LLC

SELL
 -
-474
- 2.7%
$21.2K - $21.8K
17.1K $745K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-550
- 11.66%
$24.6K - $25.3K
4.17K $182K
Nov 12, 2021 Q3 2021
Means Investment Co., Inc.

SELL
 -
-550
- 5.71%
$24.6K - $25.3K
9.08K $396K
Nov 10, 2021 Q3 2021
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-560
- 60.22%
$25.1K - $25.7K
370 $16.1K
Nov 03, 2021 Q3 2021
Wealth Advisory Solutions, LLC

SELL
 -
-587
- 5.36%
$26.3K - $27K
10.4K $452K
Oct 29, 2021 Q3 2021
Verus Financial Partners, Inc.

SELL
 -
-616
- 2.26%
$27.6K - $28.3K
26.6K $1.16M
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-662
Closed
$29.6K - $30.4K
0 $0
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-704
- 42.62%
$31.5K - $32.3K
948 $41.3K
Oct 28, 2021 Q3 2021
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-720
- 0.82%
$32.2K - $33.1K
86.6K $3.77M
Nov 09, 2021 Q3 2021
Beacon Investment Advisory Services, Inc.

SELL
 -
-765
- 5.34%
$34.2K - $35.1K
13.6K $592K
Nov 02, 2021 Q3 2021
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-772
- 3.85%
$34.5K - $35.5K
19.3K $841K
Nov 02, 2021 Q3 2021
Anchor Capital Advisors LLC

SELL
 -
-780
- 10.24%
$34.9K - $35.8K
6.84K $298K
Nov 02, 2021 Q3 2021
Northstar Group, Inc.

SELL
 -
-1K
- 3.33%
$44.7K - $45.9K
29.1K $1.27M
Oct 14, 2021 Q3 2021
Archford Capital Strategies, LLC

SELL
 -
-1.05K
- 7.64%
$47.1K - $48.4K
12.7K $555K
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

SELL
 -
-1.23K
- 3.54%
$54.9K - $56.3K
33.4K $1.46M
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-1.25K
- 19.94%
$55.8K - $57.3K
5.01K $218K
Oct 14, 2021 Q3 2021
Ritholtz Wealth Management

SELL
 -
-1.56K
- 6.09%
$69.8K - $71.7K
24.1K $1.05M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.6K
- 1.61%
$71.4K - $73.3K
97.3K $4.24M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.73K
- 14.42%
$77.3K - $79.4K
10.3K $447K
Oct 27, 2021 Q3 2021
Darwin Advisors, LLC

SELL
 -
-1.76K
- 10.29%
$78.7K - $80.8K
15.3K $668K
Oct 21, 2021 Q3 2021
Efficient Advisors, LLC

SELL
 -
-1.8K
- 14.89%
$80.3K - $82.4K
10.3K $447K
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-2.98K
- 3.06%
$133K - $137K
94.3K $4.11M
Oct 18, 2021 Q3 2021
Annex Advisory Services, LLC

SELL
 -
-3.05K
- 6.57%
$136K - $140K
43.4K $1.89M
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

SELL
 -
-3.28K
- 8.05%
$147K - $151K
37.4K $1.63M
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-3.85K
- 29.67%
$172K - $177K
9.13K $398K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-4.42K
Closed
$198K - $203K
0 $0
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-4.47K
Closed
$200K - $205K
0 $0
Oct 15, 2021 Q3 2021
Divergent Planning, LLC

SELL
 -
-4.55K
Closed
$203K - $209K
0 $0
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

SELL
 -
-4.8K
Closed
$215K - $220K
0 $0
Nov 10, 2021 Q3 2021
J Arnold Wealth Management CO

Youngstown, OH
SELL
 -
-4.98K
Closed
$223K - $229K
0 $0
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

SELL
 -
-5.6K
- 10.83%
$250K - $257K
46.1K $2.01M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-5.71K
- 8.17%
$255K - $262K
64.2K $2.8M
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-5.77K
Closed
$258K - $265K
0 $0
Nov 01, 2021 Q3 2021
Lebenthal Global Advisors, LLC

SELL
 -
-7.1K
Closed
$318K - $326K
0 $0
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
-7.19K
- 43.01%
$321K - $330K
9.52K $415K
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-7.76K
- 27.85%
$347K - $356K
20.1K $876K
Nov 15, 2021 Q3 2021
Main Street Financial Solutions, LLC

SELL
 -
-8.23K
Closed
$368K - $378K
0 $0
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-10.3K
- 36.06%
$459K - $472K
18.2K $794K
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-10.3K
- 11.57%
$460K - $472K
78.6K $3.43M
Mar 11, 2024 Q3 2021
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-11.4K
Closed
$511K - $524K
0 $0
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-12.8K
- 12.66%
$571K - $586K
88K $3.84M
Oct 15, 2021 Q3 2021
Trilogy Capital Inc.

SELL
 -
-12.8K
- 3.82%
$572K - $588K
322K $14M
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-13.2K
- 48.78%
$593K - $608K
13.9K $606K
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-14.1K
- 0.64%
$629K - $646K
2.19M $95.3M
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-15.7K
Closed
$700K - $719K
0 $0
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-16.8K
Closed
$751K - $771K
0 $0
Nov 05, 2021 Q3 2021
Snider Financial Group

Bellevue, WA
SELL
 -
-17.9K
Closed
$802K - $824K
0 $0
Oct 27, 2021 Q3 2021
Patton Albertson Miller Group, LLC

SELL
 -
-19.1K
- 17.07%
$853K - $876K
92.6K $4.04M

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