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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
302+ 5.74% |
$13.4K - $13.9K
|
5.56K
$241K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
300+ 1.09% |
$13.4K - $13.8K
|
27.7K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
298+ 1.24% |
$13.3K - $13.7K
|
24.4K
$1.06M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
289New |
$12.9K - $13.3K
|
289
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
278+ 3.58% |
$12.4K - $12.8K
|
8.04K
$348K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
277+ 152.2% |
$12.3K - $12.7K
|
459
$19.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
269+ 62.7% |
$12K - $12.4K
|
698
$30.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
261New |
$11.6K - $12K
|
261
$11.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
245+ 1.52% |
$10.9K - $11.3K
|
16.4K
$710K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
222+ 2.94% |
$9.89K - $10.2K
|
7.77K
$337K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
210+ 1.8% |
$9.35K - $9.66K
|
11.9K
$514K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
149+ 1.23% |
$6.63K - $6.85K
|
12.3K
$532K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
140+ 10.75% |
$6.23K - $6.44K
|
1.44K
$62.5K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
127New |
$5.66K - $5.84K
|
127
$5.51K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
124+ 1.99% |
$5.52K - $5.7K
|
6.35K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
109+ 10.8% |
$4.85K - $5.01K
|
1.12K
$48.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
109+ 0.88% |
$4.85K - $5.01K
|
12.5K
$540K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
108+ 2.4% |
$4.81K - $4.97K
|
4.61K
$200K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
82+ 1.97% |
$3.65K - $3.77K
|
4.25K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
81+ 0.71% |
$3.61K - $3.73K
|
11.6K
$501K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
80+ 15.27% |
$3.56K - $3.68K
|
604
$26.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
79+ 0.75% |
$3.52K - $3.63K
|
10.6K
$461K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64+ 0.47% |
$2.85K - $2.94K
|
13.6K
$590K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
55+ 0.28% |
$2.45K - $2.53K
|
19.5K
$843K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
39+ 0.59% |
$1.74K - $1.79K
|
6.61K
$287K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
38+ 0.44% |
$1.69K - $1.75K
|
8.66K
$375K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
27+ 2.5% |
$1.2K - $1.24K
|
1.11K
$47.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
26+ 0.78% |
$1.16K - $1.2K
|
3.35K
$145K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 1.67% |
$1.16K - $1.2K
|
1.58K
$68.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24+ 0.06% |
$1.07K - $1.1K
|
37K
$1.61M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
23+ 0.11% |
$1.02K - $1.06K
|
21.2K
$921K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15+ 0.2% |
$668 - $690
|
7.61K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
14+ 0.61% |
$623 - $644
|
2.33K
$101K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 1.31% |
$579 - $598
|
1.01K
$43.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.43% |
$401 - $414
|
2.09K
$90.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
9New |
$401 - $414
|
9
$390
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.18% |
$401 - $414
|
5.09K
$221K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.08% |
$356 - $368
|
10.3K
$445K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.09% |
$267 - $276
|
6.5K
$282K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4+ 0.93% |
$178 - $184
|
433
$18.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3+ 0.95% |
$134 - $138
|
320
$13.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.53% |
$44.5 - $46
|
191
$8.28K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11- 0.32% |
$490 - $506
|
3.44K
$149K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-28- 0.8% |
$1.25K - $1.29K
|
3.46K
$150K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-28- 1.63% |
$1.25K - $1.29K
|
1.69K
$73.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-32- 0.54% |
$1.42K - $1.47K
|
5.92K
$256K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-59Closed |
$2.63K - $2.71K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-60- 0.67% |
$2.67K - $2.76K
|
8.9K
$386K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 0.39% |
$3.38K - $3.5K
|
19.2K
$833K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 0.92% |
$4.59K - $4.74K
|
11.1K
$481K
|