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 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.35K- 20.88% |
$127K - $140K
|
12.7K
$553K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.47K- 3.26% |
$131K - $145K
|
103K
$4.49M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.13K- 18.02% |
$156K - $173K
|
18.8K
$820K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-4.2K- 38.58% |
$159K - $176K
|
6.69K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4.7K- 20.92% |
$178K - $196K
|
17.8K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.78K- 10.7% |
$181K - $200K
|
39.9K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.16K- 11.95% |
$195K - $216K
|
38K
$1.66M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.33K- 6.27% |
$202K - $223K
|
79.7K
$3.48M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-5.84K- 12.34% |
$221K - $244K
|
41.5K
$1.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-7.45K- 4.62% |
$282K - $311K
|
154K
$6.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.68K- 45.92% |
$291K - $321K
|
9.04K
$394K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.94K- 7.21% |
$300K - $332K
|
102K
$4.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.61K- 5.05% |
$326K - $360K
|
162K
$7.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.12K- 20.46% |
$345K - $381K
|
35.5K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.74K- 34.82% |
$369K - $407K
|
18.2K
$795K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-12.4K- 20.12% |
$471K - $520K
|
49.4K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.1K- 30.07% |
$494K - $546K
|
30.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.3K- 47.64% |
$503K - $556K
|
14.6K
$637K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.5K- 98.5% |
$588K - $649K
|
236
$10.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-17.9K- 16.05% |
$675K - $746K
|
93.4K
$4.07M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18K- 32.18% |
$683K - $754K
|
38K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.9K- 35.61% |
$1.44M - $1.59M
|
68.6K
$2.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-40.1K- 41.46% |
$1.52M - $1.68M
|
56.7K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.1K- 22.03% |
$2.05M - $2.26M
|
192K
$8.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.4K- 19.14% |
$2.59M - $2.86M
|
289K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-94.2K- 66.5% |
$3.56M - $3.94M
|
47.5K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-111K- 24.31% |
$4.18M - $4.62M
|
344K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-179K- 45.15% |
$6.75M - $7.46M
|
217K
$9.45M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-288K- 97.59% |
$10.9M - $12.1M
|
7.12K
$310K
|