Purchases and Sales Made in Q3 2022 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q3 2022. 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 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.04K+ 0.96% |
$37.8K - $42.2K
|
109K
$4.73M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
997+ 5.79% |
$36.5K - $40.7K
|
18.2K
$791K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
945+ 9.83% |
$34.6K - $38.6K
|
10.6K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
912+ 18.74% |
$33.4K - $37.2K
|
5.78K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
780+ 2.32% |
$28.5K - $31.8K
|
34.4K
$1.49M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
642New |
$23.5K - $26.2K
|
642
$27.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
590New |
$21.6K - $24.1K
|
590
$25.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
528+ 4.14% |
$19.3K - $21.5K
|
13.3K
$577K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
475+ 3.95% |
$17.4K - $19.4K
|
12.5K
$543K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
452+ 3.0% |
$16.5K - $18.4K
|
15.5K
$674K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
435+ 4.42% |
$15.9K - $17.8K
|
10.3K
$446K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
435+ 3.29% |
$15.9K - $17.8K
|
13.7K
$593K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
433+ 0.53% |
$15.8K - $17.7K
|
82.3K
$3.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
408+ 2266.67% |
$14.9K - $16.7K
|
426
$18.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
406+ 8.53% |
$14.8K - $16.6K
|
5.17K
$224K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
389+ 6.16% |
$14.2K - $15.9K
|
6.7K
$291K
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
359+ 6.23% |
$13.1K - $14.7K
|
6.13K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
310+ 3.6% |
$11.3K - $12.7K
|
8.92K
$387K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
271+ 0.74% |
$9.91K - $11.1K
|
36.9K
$1.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
268+ 4.59% |
$9.8K - $10.9K
|
6.1K
$265K
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
202+ 3.22% |
$7.39K - $8.24K
|
6.47K
$281K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
164+ 1.89% |
$6K - $6.69K
|
8.85K
$384K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
156+ 2.08% |
$5.7K - $6.37K
|
7.65K
$332K
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
148+ 0.94% |
$5.41K - $6.04K
|
15.9K
$692K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
133+ 3.99% |
$4.86K - $5.43K
|
3.46K
$150K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
130+ 2.43% |
$4.75K - $5.31K
|
5.47K
$237K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
115+ 8.32% |
$4.21K - $4.69K
|
1.5K
$65K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$3.66K - $4.08K
|
100
$4.34K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
60+ 0.53% |
$2.19K - $2.45K
|
11.3K
$491K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
49+ 4.52% |
$1.79K - $2K
|
1.13K
$49.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
39+ 3.44% |
$1.43K - $1.59K
|
1.17K
$50.9K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.44% |
$1.06K - $1.18K
|
6.61K
$287K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
29New |
$1.06K - $1.18K
|
29
$1.26K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
27+ 1.68% |
$987 - $1.1K
|
1.64K
$70.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
26+ 5.26% |
$951 - $1.06K
|
520
$22.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20+ 0.57% |
$731 - $816
|
3.5K
$152K
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
12+ 0.73% |
$439 - $490
|
1.66K
$72.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 0.47% |
$402 - $449
|
2.34K
$102K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10New |
$366 - $408
|
10
$434
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.1% |
$366 - $408
|
9.9K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9New |
$329 - $367
|
9
$391
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.29% |
$219 - $245
|
2.1K
$90.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
4+ 0.06% |
$146 - $163
|
7K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.3% |
$110 - $122
|
1.01K
$43.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 0.03% |
$73.1 - $81.6
|
7.56K
$328K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.29% |
$73.1 - $81.6
|
701
$30.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.28% |
$36.6 - $40.8
|
79
$3.43K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 3.57% |
$36.6 - $40.8
|
29
$1.26K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.11% |
$36.6 - $40.8
|
911
$39.5K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-25- 0.83% |
$914 - $1.02K
|
2.99K
$130K
|