Purchases and Sales Made in Q4 2023 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
980K+ 2679.0% |
$37.1M - $40.9M
|
1.02M
$44.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
765K+ 352.51% |
$28.9M - $32M
|
982K
$42.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 129.33% |
$18.3M - $20.2M
|
856K
$37.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
385K+ 2851.79% |
$14.6M - $16.1M
|
398K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
299K+ 53.63% |
$11.3M - $12.5M
|
856K
$37.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
290K+ 4906.66% |
$11M - $12.1M
|
296K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
275KNew |
$10.4M - $11.5M
|
275K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
154KNew |
$5.81M - $6.42M
|
154K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
129K+ 152.96% |
$4.87M - $5.38M
|
213K
$9.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
112KNew |
$4.24M - $4.69M
|
112K
$4.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.5KNew |
$3.05M - $3.36M
|
80.5K
$3.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.3K+ 1072.7% |
$2.96M - $3.27M
|
85.6K
$3.73M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
41.5KNew |
$1.57M - $1.73M
|
41.5K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.4K+ 4.04% |
$1.38M - $1.52M
|
937K
$40.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
35.2KNew |
$1.33M - $1.47M
|
35.2K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
32.8KNew |
$1.24M - $1.37M
|
32.8K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
32.3KNew |
$1.22M - $1.35M
|
32.3K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 67.06% |
$1.19M - $1.32M
|
78.6K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
30.4K+ 51.88% |
$1.15M - $1.27M
|
89K
$3.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
25.2K+ 23.42% |
$953K - $1.05M
|
133K
$5.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
21.2K+ 29.12% |
$803K - $887K
|
94.1K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.1K+ 0.76% |
$721K - $796K
|
2.52M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
18K+ 7.87% |
$680K - $751K
|
246K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.5K+ 45.88% |
$661K - $730K
|
55.5K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.8KNew |
$635K - $701K
|
16.8K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 14.02% |
$615K - $680K
|
132K
$5.77M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
16.1K+ 152.43% |
$611K - $674K
|
26.7K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.9KNew |
$562K - $621K
|
14.9K
$648K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.9K+ 99.77% |
$526K - $581K
|
27.8K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 108.8% |
$504K - $557K
|
25.6K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.6KNew |
$475K - $524K
|
12.6K
$547K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
12.5KNew |
$474K - $523K
|
12.5K
$546K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
12.4K+ 97.14% |
$470K - $520K
|
25.2K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
11KNew |
$416K - $460K
|
11K
$480K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
10.9K+ 1132.4% |
$411K - $454K
|
11.8K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.7KNew |
$403K - $445K
|
10.7K
$464K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.3K+ 22.43% |
$389K - $430K
|
56.2K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.73KNew |
$368K - $406K
|
9.73K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.49KNew |
$359K - $397K
|
9.49K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.52K+ 13.13% |
$322K - $356K
|
73.4K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.27KNew |
$313K - $346K
|
8.27K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
8.13KNew |
$307K - $340K
|
8.13K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.74KNew |
$293K - $323K
|
7.74K
$337K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.74KNew |
$293K - $323K
|
7.74K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.36KNew |
$278K - $308K
|
7.36K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.33KNew |
$277K - $306K
|
7.33K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.03KNew |
$266K - $294K
|
7.03K
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
6.88K+ 38.65% |
$260K - $287K
|
24.7K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.55KNew |
$248K - $274K
|
6.55K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.47K+ 83.35% |
$245K - $270K
|
14.2K
$620K
|