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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-45- 0.35% |
$1.7K - $1.88K
|
13K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-55- 3.56% |
$2.08K - $2.3K
|
1.49K
$64.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-75- 0.83% |
$2.84K - $3.13K
|
9K
$392K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-88- 4.83% |
$3.33K - $3.68K
|
1.73K
$75.6K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-100- 1.11% |
$3.78K - $4.18K
|
8.92K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-122- 1.35% |
$4.62K - $5.1K
|
8.93K
$389K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-180- 40.0% |
$6.81K - $7.52K
|
270
$11.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-206- 4.0% |
$7.79K - $8.61K
|
4.95K
$216K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-219- 54.89% |
$8.28K - $9.15K
|
180
$7.85K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-219- 54.89% |
$8.28K - $9.15K
|
180
$7.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-232- 28.05% |
$8.78K - $9.69K
|
595
$25.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-274- 5.46% |
$10.4K - $11.4K
|
4.75K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-304- 98.7% |
$11.5K - $12.7K
|
4
$174
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-317- 22.58% |
$12K - $13.2K
|
1.09K
$47.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-319- 30.7% |
$12.1K - $13.3K
|
720
$31.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-342- 33.63% |
$12.9K - $14.3K
|
675
$29.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-350- 1.67% |
$13.2K - $14.6K
|
20.6K
$898K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-366- 5.2% |
$13.8K - $15.3K
|
6.67K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-366- 2.23% |
$13.8K - $15.3K
|
16.1K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-372- 2.36% |
$14.1K - $15.5K
|
15.4K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-378- 40.65% |
$14.3K - $15.8K
|
552
$24.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-413- 4.25% |
$15.6K - $17.3K
|
9.31K
$406K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-416- 3.82% |
$15.7K - $17.4K
|
10.5K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-427- 2.23% |
$16.2K - $17.8K
|
18.7K
$816K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-468- 8.38% |
$17.7K - $19.6K
|
5.12K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-478- 5.62% |
$18.1K - $20K
|
8.02K
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-496- 3.11% |
$18.8K - $20.7K
|
15.4K
$673K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-516- 3.07% |
$19.5K - $21.6K
|
16.3K
$711K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-527- 8.03% |
$19.9K - $22K
|
6.04K
$263K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-553- 6.39% |
$20.9K - $23.1K
|
8.1K
$353K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-591- 3.11% |
$22.4K - $24.7K
|
18.4K
$803K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-629- 5.38% |
$23.8K - $26.3K
|
11.1K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-805- 13.11% |
$30.5K - $33.6K
|
5.34K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-913- 3.94% |
$34.5K - $38.1K
|
22.3K
$971K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-923- 13.5% |
$34.9K - $38.6K
|
5.92K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-945- 8.89% |
$35.7K - $39.5K
|
9.69K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-998- 18.94% |
$37.8K - $41.7K
|
4.27K
$186K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.04K- 86.12% |
$39.2K - $43.3K
|
167
$7.28K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.2K- 11.28% |
$45.5K - $50.3K
|
9.47K
$413K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21K- 4.93% |
$45.8K - $50.6K
|
23.4K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.22K- 11.38% |
$46K - $50.8K
|
9.47K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.25K- 13.53% |
$47.2K - $52.1K
|
7.98K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.57K- 12.12% |
$59.5K - $65.7K
|
11.4K
$497K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.74K- 8.79% |
$65.7K - $72.6K
|
18K
$786K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.91K- 10.4% |
$72.1K - $79.7K
|
16.4K
$716K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-2.19K- 9.89% |
$83K - $91.7K
|
20K
$872K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.49K- 33.03% |
$94.1K - $104K
|
5.05K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.72K- 62.46% |
$103K - $114K
|
1.64K
$71.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.87K- 19.54% |
$108K - $120K
|
11.8K
$514K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.09K- 3.75% |
$117K - $129K
|
79.4K
$3.46M
|