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 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.58KNew |
$211K - $233K
|
5.58K
$243K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.53KNew |
$209K - $231K
|
5.53K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.5KNew |
$208K - $230K
|
5.5K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.03K+ 59.29% |
$190K - $210K
|
13.5K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.95KNew |
$187K - $207K
|
4.95K
$216K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.87KNew |
$184K - $203K
|
4.87K
$212K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.53K+ 3.92% |
$171K - $189K
|
120K
$5.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.34K+ 2235.57% |
$164K - $181K
|
4.53K
$198K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$163K - $180K
|
4.3K
$187K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.79K+ 3.31% |
$143K - $158K
|
118K
$5.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.77KNew |
$143K - $158K
|
3.77K
$164K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.74K+ 31.38% |
$142K - $156K
|
15.7K
$683K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.21K+ 12.13% |
$121K - $134K
|
29.6K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.58K+ 3.91% |
$97.5K - $108K
|
68.4K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.57K+ 48.53% |
$97.3K - $107K
|
7.87K
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.18K+ 196.04% |
$82.3K - $90.9K
|
3.29K
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.1K+ 43.94% |
$79.5K - $87.8K
|
6.89K
$300K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 11.46% |
$76.3K - $84.3K
|
19.6K
$855K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1.96K+ 28.45% |
$74.2K - $81.9K
|
8.85K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.94K+ 6.03% |
$73.5K - $81.1K
|
34.1K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 17.21% |
$71.4K - $78.8K
|
12.8K
$560K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.77K+ 392.67% |
$66.8K - $73.8K
|
2.22K
$96.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.75KNew |
$66.3K - $73.2K
|
1.75K
$76.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.65K+ 7.58% |
$62.5K - $69.1K
|
23.5K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
1.59K+ 8.45% |
$60.3K - $66.6K
|
20.4K
$891K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 64.79% |
$52.7K - $58.2K
|
3.54K
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.37K+ 7.57% |
$51.9K - $57.4K
|
19.5K
$851K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.12K+ 11.8% |
$42.2K - $46.6K
|
10.6K
$461K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.05K+ 32.24% |
$39.6K - $43.7K
|
4.29K
$187K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
882New |
$33.4K - $36.8K
|
882
$38.4K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
872+ 11.73% |
$33K - $36.4K
|
8.31K
$362K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
850+ 2.9% |
$32.2K - $35.5K
|
30.1K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
842+ 11.3% |
$31.9K - $35.2K
|
8.29K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
840+ 2.25% |
$31.8K - $35.1K
|
38.2K
$1.67M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
796New |
$30.1K - $33.3K
|
796
$34.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
788+ 4.42% |
$29.8K - $32.9K
|
18.6K
$811K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
747+ 16.16% |
$28.3K - $31.2K
|
5.37K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
676+ 23.55% |
$25.6K - $28.2K
|
3.55K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
634+ 3.76% |
$24K - $26.5K
|
17.5K
$762K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
619+ 2.03% |
$23.4K - $25.9K
|
31.2K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
585+ 14.52% |
$22.1K - $24.4K
|
4.62K
$201K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
570+ 2.6% |
$21.6K - $23.8K
|
22.5K
$982K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
555+ 3.22% |
$21K - $23.2K
|
17.8K
$776K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
502New |
$19K - $21K
|
502
$21.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
468New |
$17.7K - $19.6K
|
468
$20.4K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
410+ 2.4% |
$15.5K - $17.1K
|
17.5K
$763K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
407New |
$15.4K - $17K
|
407
$17.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
401+ 4.61% |
$15.2K - $16.8K
|
9.11K
$397K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
334New |
$12.6K - $14K
|
334
$14.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
302+ 2.83% |
$11.4K - $12.6K
|
11K
$479K
|