Purchases and Sales Made in Q4 2021 in Ishares Tr Core Moderate Alloc (AOM)

This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q4 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
Feb 02, 2022 Q4 2021	Compass Ion Advisors, LLC	BUY	-	307K + 1836.39%	$13.7M - $14.1M	324K $14.1M
Feb 14, 2022 Q4 2021	Geo Wealth Management, LLC Chicago, IL	BUY	-	205K New	$9.12M - $9.42M	205K $8.92M
Feb 07, 2022 Q4 2021	Ameritas Advisory Services, LLC Lincoln, NE	BUY	-	202K New	$8.99M - $9.28M	202K $8.8M
Feb 08, 2022 Q4 2021	Raymond James & Associates St Petersburg, FL	BUY	-	127K + 698.47%	$5.66M - $5.85M	145K $6.34M
Feb 14, 2022 Q4 2021	Wells Fargo & Company San Francisco, CA	BUY	-	116K + 43.14%	$5.19M - $5.36M	386K $16.8M
Feb 14, 2022 Q4 2021	Ameriprise Financial Inc Minneapolis, MN	BUY	-	112K + 114.7%	$4.99M - $5.15M	210K $9.14M
Feb 11, 2022 Q4 2021	Investment Advisory Group, LLC	BUY	-	107K New	$4.78M - $4.94M	107K $4.68M
Feb 09, 2022 Q4 2021	Thrive Capital Management, LLC Fort Washington, PA	BUY	-	65.1K + 51.9%	$2.9M - $2.99M	190K $8.3M
Feb 14, 2022 Q4 2021	Royal Bank Of Canada Toronto, A6	BUY	-	56.2K + 15.25%	$2.5M - $2.59M	425K $18.5M
Feb 02, 2022 Q4 2021	Oppenheimer Asset Management Inc. New York, NY	BUY	-	56.2K New	$2.5M - $2.59M	56.2K $2.45M
Feb 14, 2022 Q4 2021	Goldman Sachs Group Inc New York, NY	BUY	-	49.4K New	$2.2M - $2.27M	49.4K $2.15M
Feb 14, 2022 Q4 2021	Stifel Financial Corp St. Louis, MO	BUY	-	45.3K + 496.19%	$2.02M - $2.08M	54.4K $2.37M
Feb 08, 2022 Q4 2021	Bank Of America Corp Charlotte, NC	BUY	-	44K + 12.92%	$1.96M - $2.02M	384K $16.8M
Feb 14, 2022 Q4 2021	Lpl Financial LLC Fort Mill, SC	BUY	-	37.3K + 4.24%	$1.66M - $1.72M	918K $40M
Feb 14, 2022 Q4 2021	Morgan Stanley New York, NY	BUY	-	32K + 11.01%	$1.43M - $1.47M	323K $14.1M
Jan 14, 2022 Q4 2021	West End Advisors, LLC	BUY	-	27.4K New	$1.22M - $1.26M	27.4K $1.19M
Jan 27, 2022 Q4 2021	Janney Montgomery Scott LLC	BUY	-	24.9K + 43.54%	$1.11M - $1.15M	82.1K $3.58M
Feb 11, 2022 Q4 2021	Patton Albertson Miller Group, LLC	BUY	-	23.6K + 25.44%	$1.05M - $1.08M	116K $5.07M
Mar 17, 2022 Q4 2021	Integrity Financial Corp	BUY	-	20.9K New	$930K - $961K	20.9K $910K
May 02, 2022 Q4 2021	Rtd Financial Advisors, Inc.	BUY	-	20.6K New	$916K - $946K	20.6K $897K
Jan 11, 2022 Q4 2021	Brookstone Capital Management	BUY	-	20.3K + 17.92%	$905K - $935K	134K $5.83M
Feb 08, 2022 Q4 2021	Steward Partners Investment Advisory, LLC	BUY	-	20.2K + 66.89%	$899K - $929K	50.4K $2.2M
Jan 31, 2022 Q4 2021	Commonwealth Equity Services, LLC	BUY	-	20.1K + 13.65%	$894K - $924K	167K $7.29M
Feb 17, 2022 Q4 2021	New Edge Advisors, LLC New Orleans, LA	BUY	-	18.3K New	$814K - $841K	18.3K $797K
Jan 25, 2022 Q4 2021	J.W. Cole Advisors, Inc.	BUY	-	17.6K New	$783K - $809K	17.6K $766K
Feb 02, 2022 Q4 2021	Oppenheimer & CO Inc New York, NY	BUY	-	14.8K New	$658K - $680K	14.8K $644K
Jan 18, 2022 Q4 2021	Dentgroup LLC	BUY	-	13.3K New	$593K - $612K	13.3K $580K
Feb 14, 2022 Q4 2021	Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE	BUY	-	12.7K + 162.52%	$567K - $586K	20.6K $897K
Feb 08, 2022 Q4 2021	Ausdal Financial Partners, Inc. Davenport, IA	BUY	-	12.5K + 115.16%	$556K - $574K	23.3K $1.02M
Apr 12, 2022 Q4 2021	Householder Group Estate & Retirement Specialist, LLC	BUY	-	12.4K New	$552K - $570K	12.4K $540K
Feb 14, 2022 Q4 2021	Archvest Wealth Advisors, Inc.	BUY	-	12.2K New	$542K - $560K	12.2K $531K
Feb 02, 2022 Q4 2021	Aptus Capital Advisors, LLC	BUY	-	11.8K + 348.0%	$527K - $544K	15.2K $664K
Jan 21, 2022 Q4 2021	Pfg Advisors	BUY	-	11.7K New	$520K - $537K	11.7K $509K
Jan 04, 2022 Q4 2021	Ellenbecker Investment Group	BUY	-	11.4K New	$507K - $524K	11.4K $496K
Feb 14, 2022 Q4 2021	Ken Griffin Citadel Advisors LLC \| Chicago, Il	BUY	-	11.3K New	$505K - $522K	11.3K $494K
Jan 13, 2022 Q4 2021	Weitzel Financial Services, Inc.	BUY	-	11.3K + 20.7%	$503K - $520K	65.9K $2.87M
Feb 14, 2022 Q4 2021	Truist Financial Corp	BUY	-	10.9K + 120.23%	$484K - $500K	19.9K $867K
Feb 04, 2022 Q4 2021	Advisory Alpha, LLC	BUY	-	10.3K New	$461K - $476K	10.3K $451K
Feb 16, 2022 Q4 2021	Mendel Capital Management LLC	BUY	-	10.1K New	$448K - $463K	10.1K $438K
Feb 10, 2022 Q4 2021	Black Rock Inc. New York, NY	BUY	-	8.98K + 0.41%	$400K - $413K	2.19M $95.6M
Jan 19, 2022 Q4 2021	Wolf Group Capital Advisors	BUY	-	8.73K New	$389K - $401K	8.73K $380K
Feb 11, 2022 Q4 2021	Royal Fund Management, LLC	BUY	-	8.02K + 13.57%	$357K - $369K	67.1K $2.93M
Feb 14, 2022 Q4 2021	Ubs Group Ag	BUY	-	7.72K + 13.85%	$344K - $355K	63.5K $2.77M
Feb 08, 2022 Q4 2021	Brinker Capital Investments, LLC	BUY	-	7.53K + 100.28%	$335K - $346K	15K $656K
Feb 15, 2022 Q4 2021	Warren Averett Asset Management, LLC Birmingham, AL	BUY	-	6.39K + 13.16%	$284K - $294K	54.9K $2.39M
Feb 14, 2022 Q4 2021	Mutual Advisors, LLC Casper, WY	BUY	-	6.31K + 15.4%	$281K - $290K	47.3K $2.06M
Jan 26, 2022 Q4 2021	Lincoln National Corp	BUY	-	6.02K New	$268K - $277K	6.02K $262K
Feb 11, 2022 Q4 2021	Level Four Advisory Services, LLC Dallas, TX	BUY	-	5.59K New	$249K - $257K	5.59K $243K
Jan 26, 2022 Q4 2021	Consilium Wealth Advisory, LLC	BUY	-	5.4K New	$240K - $248K	5.4K $235K
Jan 31, 2022 Q4 2021	Annex Advisory Services, LLC	BUY	-	4.47K + 10.31%	$199K - $206K	47.8K $2.09M

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Account

Purchases and Sales Made in Q4 2021 in Ishares Tr Core Moderate Alloc (AOM)

307K

205K

202K

127K

116K

112K

107K

65.1K

56.2K

56.2K

49.4K

45.3K

44K

37.3K

32K

27.4K

24.9K

23.6K

20.9K

20.6K

20.3K

20.2K

20.1K

18.3K

17.6K

14.8K

13.3K

12.7K

12.5K

12.4K

12.2K

11.8K

11.7K

11.4K

11.3K

11.3K

10.9K

10.3K

10.1K

8.98K

8.73K

8.02K

7.72K

7.53K

6.39K

6.31K

6.02K

5.59K

5.4K

4.47K

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