Purchases and Sales Made in Q4 2022 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-190- 3.26% |
$6.85K - $7.52K
|
5.64K
$245K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-200- 1.89% |
$7.21K - $7.91K
|
10.4K
$450K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-226- 35.2% |
$8.15K - $8.94K
|
416
$18.1K
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-238- 2.34% |
$8.58K - $9.42K
|
9.92K
$431K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-254- 1.49% |
$9.16K - $10.1K
|
16.8K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-256- 3.39% |
$9.23K - $10.1K
|
7.3K
$317K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-260- 3.61% |
$9.38K - $10.3K
|
6.94K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-271- 2.27% |
$9.77K - $10.7K
|
11.6K
$505K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-275- 2.01% |
$9.92K - $10.9K
|
13.4K
$581K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-281- 4.02% |
$10.1K - $11.1K
|
6.71K
$291K
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-286- 2.37% |
$10.3K - $11.3K
|
11.8K
$512K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-322- 0.94% |
$11.6K - $12.7K
|
34.1K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-337- 1.78% |
$12.2K - $13.3K
|
18.6K
$809K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-345- 43.13% |
$12.4K - $13.7K
|
455
$19.7K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-355- 11.87% |
$12.8K - $14K
|
2.64K
$114K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-425- 1.26% |
$15.3K - $16.8K
|
33.3K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-481- 2.28% |
$17.3K - $19K
|
20.6K
$894K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-495- 9.58% |
$17.9K - $19.6K
|
4.67K
$203K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 14.37% |
$18K - $19.8K
|
2.98K
$129K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-637- 0.58% |
$23K - $25.2K
|
108K
$4.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-649- 71.24% |
$23.4K - $25.7K
|
262
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-686- 9.45% |
$24.7K - $27.1K
|
6.57K
$285K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-694- 5.36% |
$25K - $27.5K
|
12.3K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-704- 11.55% |
$25.4K - $27.9K
|
5.39K
$234K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-714- 4.57% |
$25.8K - $28.3K
|
14.9K
$647K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-722- 9.44% |
$26K - $28.6K
|
6.93K
$301K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-783- 1.02% |
$28.2K - $31K
|
75.9K
$3.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-787- 4.05% |
$28.4K - $31.1K
|
18.7K
$810K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-800- 5.04% |
$28.9K - $31.7K
|
15.1K
$653K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-878- 2.38% |
$31.7K - $34.7K
|
36.1K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-925- 16.01% |
$33.4K - $36.6K
|
4.85K
$211K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-967- 12.44% |
$34.9K - $38.3K
|
6.81K
$295K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1K- 14.62% |
$36.1K - $39.6K
|
5.84K
$253K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.03K- 12.33% |
$37.2K - $40.8K
|
7.32K
$318K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.07K- 12.29% |
$38.7K - $42.5K
|
7.67K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.45K- 36.44% |
$52.2K - $57.2K
|
2.52K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 3.06% |
$58K - $63.6K
|
50.9K
$2.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-1.7K- 12.21% |
$61.2K - $67.1K
|
12.2K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.71K- 17.83% |
$61.6K - $67.6K
|
7.87K
$342K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1.86K- 12.46% |
$67K - $73.5K
|
13.1K
$566K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.04K- 9.1% |
$73.7K - $80.9K
|
20.4K
$886K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.19K- 17.48% |
$78.8K - $86.5K
|
10.3K
$448K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-2.3K- 8.96% |
$83K - $91K
|
23.4K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.31K- 6.92% |
$83.2K - $91.3K
|
31K
$1.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.09K- 13.66% |
$112K - $122K
|
19.6K
$849K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.33K- 31.89% |
$120K - $132K
|
7.11K
$309K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.69K- 23.14% |
$133K - $146K
|
12.3K
$532K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.02K- 19.18% |
$145K - $159K
|
16.9K
$735K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-4.04K- 17.75% |
$146K - $160K
|
18.7K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.34K- 20.15% |
$157K - $172K
|
17.2K
$746K
|