Purchases and Sales Made in Q4 2023 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 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 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
302
+ 2.83%
$11.4K - $12.6K
11K $476K
Feb 01, 2024 Q4 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
283
+ 2.16%
$10.7K - $11.8K
13.4K $579K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
266
+ 4.27%
$10.1K - $11.1K
6.5K $282K
Jan 26, 2024 Q4 2023
Aspiriant, LLC

BUY
 -
237
+ 0.38%
$8.97K - $9.9K
62K $2.69M
Jan 23, 2024 Q4 2023
Advisory Alpha, LLC

BUY
 -
233
+ 3.13%
$8.81K - $9.73K
7.68K $333K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
230
New
$8.7K - $9.61K
230 $9.97K
Feb 05, 2024 Q4 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
219
+ 1.64%
$8.28K - $9.15K
13.5K $587K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
216
+ 14.31%
$8.17K - $9.02K
1.73K $74.8K
Jan 09, 2024 Q4 2023
Tpg Financial Advisors, LLC

BUY
 -
199
+ 3.41%
$7.53K - $8.31K
6.04K $262K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
184
+ 3.38%
$6.96K - $7.69K
5.63K $244K
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
159
+ 1.43%
$6.01K - $6.64K
11.3K $489K
Feb 07, 2024 Q4 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
145
+ 2.32%
$5.49K - $6.06K
6.4K $277K
Feb 06, 2024 Q4 2023
Royal Fund Management, LLC

BUY
 -
140
+ 0.18%
$5.3K - $5.85K
77.5K $3.36M
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
137
+ 12.66%
$5.18K - $5.72K
1.22K $52.8K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
135
New
$5.11K - $5.64K
135 $5.85K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
133
+ 15.08%
$5.03K - $5.56K
1.02K $44K
Aug 08, 2024 Q4 2023
Syntrinsic LLC

Denver, CO
BUY
 -
126
+ 1.41%
$4.77K - $5.26K
9.07K $393K
Jan 22, 2024 Q4 2023
Fort Henry Capital, LLC

BUY
 -
118
+ 0.48%
$4.46K - $4.93K
24.5K $1.06M
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
109
New
$4.12K - $4.55K
109 $4.73K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

BUY
 -
105
+ 2.49%
$3.97K - $4.39K
4.33K $188K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
85
New
$3.22K - $3.55K
85 $3.68K
Jan 26, 2024 Q4 2023
Bay Harbor Wealth Management, LLC

BUY
 -
77
+ 1.01%
$2.91K - $3.22K
7.73K $335K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
75
New
$2.84K - $3.13K
75 $3.25K
Feb 14, 2024 Q4 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
61
+ 0.59%
$2.31K - $2.55K
10.4K $449K
Feb 07, 2024 Q4 2023
Jnba Financial Advisors

BUY
 -
42
+ 3.46%
$1.59K - $1.75K
1.26K $54.5K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
39
+ 0.3%
$1.48K - $1.63K
13.3K $574K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
34
+ 0.17%
$1.29K - $1.42K
20.5K $889K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

BUY
 -
34
+ 0.53%
$1.29K - $1.42K
6.48K $281K
Feb 14, 2024 Q4 2023
Northwest Wealth Management, LLC

BUY
 -
16
+ 0.13%
$605 - $668
12K $522K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
14
New
$530 - $585
14 $607
Feb 20, 2024 Q4 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
9
+ 0.38%
$340 - $376
2.39K $104K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
8
+ 0.35%
$303 - $334
2.29K $99.1K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
6
+ 1.68%
$227 - $251
364 $15.8K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
5
+ 0.1%
$189 - $209
5.24K $227K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3
+ 1.63%
$113 - $125
187 $8.11K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
3
+ 1.45%
$113 - $125
210 $9.1K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
3
+ 1.88%
$113 - $125
163 $7.07K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
3
+ 300.0%
$113 - $125
4 $173
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2
+ 0.02%
$75.7 - $83.6
12.2K $530K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2
+ 0.22%
$75.7 - $83.6
906 $39.3K
Feb 06, 2024 Q4 2023
Darwin Advisors, LLC

BUY
 -
2
+ 0.04%
$75.7 - $83.6
5.55K $240K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
2
New
$75.7 - $83.6
2 $86.7
Feb 14, 2024 Q4 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
1
+ 1.37%
$37.8 - $41.8
74 $3.21K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-5
- 1.92%
$189 - $209
255 $11.1K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-15
- 5.7%
$567 - $627
248 $10.8K
Feb 05, 2024 Q4 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-17
- 3.79%
$643 - $710
432 $18.7K
Feb 15, 2024 Q4 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
SELL
 -
-23
- 0.42%
$870 - $961
5.45K $236K
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-24
- 0.26%
$908 - $1K
9.32K $404K
Jan 17, 2024 Q4 2023
Smith Anglin Financial, LLC

SELL
 -
-32
- 0.05%
$1.21K - $1.34K
62.1K $2.69M

Track Institutional and Insider Activities on AOM

Follow ISHARES TR CORE MODERATE ALLOC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AOM shares.

Notify only if

Insider Trading

Get notified when an Ishares Tr Core Moderate Alloc insider buys or sells AOM shares.

Notify only if

News

Receive news related to ISHARES TR CORE MODERATE ALLOC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on AOM