Purchases and Sales Made in Q4 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 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 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

SELL
 -
-150
- 3.12%
$6.68K - $6.9K
4.65K $203K
Jan 31, 2022 Q4 2021
Northstar Group, Inc.

SELL
 -
-150
- 0.52%
$6.68K - $6.9K
28.9K $1.26M
Feb 15, 2022 Q4 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-155
- 13.63%
$6.9K - $7.13K
982 $42.8K
Jan 20, 2022 Q4 2021
Archford Capital Strategies, LLC

SELL
 -
-162
- 1.27%
$7.21K - $7.45K
12.6K $548K
Feb 11, 2022 Q4 2021
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-164
- 85.42%
$7.3K - $7.54K
28 $1.22K
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

SELL
 -
-187
- 1.3%
$8.33K - $8.6K
14.2K $620K
Feb 14, 2022 Q4 2021
Bluesphere Advisors, LLC

East Norriton, PA
SELL
 -
-202
- 3.15%
$9K - $9.29K
6.21K $271K
Feb 04, 2022 Q4 2021
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-203
- 54.86%
$9.04K - $9.34K
167 $7.28K
Jan 19, 2022 Q4 2021
Verus Financial Partners, Inc.

SELL
 -
-212
- 0.8%
$9.44K - $9.75K
26.4K $1.15M
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-220
- 1.09%
$9.8K - $10.1K
19.9K $866K
Jan 20, 2022 Q4 2021
Parallel Advisors, LLC

SELL
 -
-240
- 16.53%
$10.7K - $11K
1.21K $52.8K
Feb 14, 2022 Q4 2021
Aspire Private Capital, LLC

SELL
 -
-244
- 14.15%
$10.9K - $11.2K
1.48K $64.5K
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

SELL
 -
-279
Closed
$12.4K - $12.8K
0 $0
Feb 14, 2022 Q4 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-293
- 3.23%
$13K - $13.5K
8.78K $383K
Feb 08, 2022 Q4 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-302
- 1.39%
$13.4K - $13.9K
21.4K $935K
Jan 18, 2022 Q4 2021
Cx Institutional

SELL
 -
-325
- 2.25%
$14.5K - $15K
14.1K $616K
Feb 14, 2022 Q4 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-350
- 4.87%
$15.6K - $16.1K
6.84K $298K
Feb 09, 2022 Q4 2021
Retirement Group, LLC

SELL
 -
-400
Closed
$17.8K - $18.4K
0 $0
Feb 04, 2022 Q4 2021
Strateg Iq Financial Group, LLC

SELL
 -
-426
- 1.27%
$19K - $19.6K
33K $1.44M
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-447
Closed
$19.9K - $20.6K
0 $0
Feb 09, 2022 Q4 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-487
- 13.03%
$21.7K - $22.4K
3.25K $142K
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-518
- 5.35%
$23.1K - $23.8K
9.16K $399K
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-617
Closed
$27.5K - $28.4K
0 $0
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
SELL
 -
-700
Closed
$31.2K - $32.2K
0 $0
Feb 11, 2022 Q4 2021
Us Bancorp \De\

SELL
 -
-709
Closed
$31.6K - $32.6K
0 $0
Feb 09, 2022 Q4 2021
Adams Wealth Management

SELL
 -
-785
- 12.07%
$35K - $36.1K
5.72K $249K
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-793
- 9.7%
$35.3K - $36.5K
7.38K $322K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-821
Closed
$36.6K - $37.8K
0 $0
Jan 19, 2022 Q4 2021
Financial Management Network Inc

SELL
 -
-906
- 8.54%
$40.3K - $41.7K
9.71K $423K
Jan 27, 2022 Q4 2021
Fort Henry Capital, LLC

SELL
 -
-911
- 3.12%
$40.6K - $41.9K
28.2K $1.23M
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-931
Closed
$41.5K - $42.8K
0 $0
Jan 18, 2022 Q4 2021
Kovack Advisors, Inc.

SELL
 -
-1.19K
- 3.18%
$53.1K - $54.8K
36.3K $1.58M
Feb 10, 2022 Q4 2021
Madrona Financial Services, LLC

SELL
 -
-1.33K
- 2.48%
$59.4K - $61.4K
52.6K $2.29M
Feb 14, 2022 Q4 2021
Means Investment Co., Inc.

SELL
 -
-1.41K
- 15.54%
$62.8K - $64.9K
7.67K $334K
Jan 20, 2022 Q4 2021
Efficient Advisors, LLC

SELL
 -
-1.45K
- 14.16%
$64.7K - $66.8K
8.81K $384K
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.56K
- 18.97%
$69.3K - $71.6K
6.65K $290K
Jan 26, 2022 Q4 2021
Polaris Wealth Advisory Group, LLC

SELL
 -
-1.66K
- 27.22%
$73.9K - $76.4K
4.44K $193K
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-1.76K
- 87.85%
$78.2K - $80.8K
243 $10.6K
Jan 19, 2022 Q4 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-1.97K
- 17.89%
$87.9K - $90.8K
9.06K $395K
Feb 16, 2022 Q4 2021
Evensky & Katz LLC

SELL
 -
-2.07K
- 56.56%
$92.3K - $95.4K
1.59K $69.4K
Feb 07, 2022 Q4 2021
Financial Strategies Group, Inc.

SELL
 -
-2.08K
- 25.36%
$92.8K - $95.9K
6.14K $267K
Feb 14, 2022 Q4 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-2.1K
- 10.26%
$93.3K - $96.4K
18.3K $799K
Jan 07, 2022 Q4 2021
Vigilare Wealth Management

SELL
 -
-2.13K
- 19.46%
$94.6K - $97.8K
8.8K $383K
Feb 01, 2022 Q4 2021
Weaver Consulting Group

SELL
 -
-2.17K
- 1.18%
$96.4K - $99.6K
181K $7.91M
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-2.32K
Closed
$103K - $107K
0 $0
Feb 11, 2022 Q4 2021
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-2.48K
- 13.41%
$110K - $114K
16K $697K
Feb 14, 2022 Q4 2021
Wealthquest Corp

Cincinnati, OH
SELL
 -
-2.5K
- 31.39%
$111K - $115K
5.46K $238K
Jan 21, 2022 Q4 2021
Beacon Financial Advisory LLC

SELL
 -
-2.8K
- 2.61%
$125K - $129K
105K $4.56M
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-3.04K
- 4.74%
$135K - $140K
61.1K $2.66M

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