Purchases and Sales Made in Q2 2023 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-1.67K- 14.37% |
$65.8K - $67.8K
|
9.97K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.67K- 15.24% |
$65.8K - $67.9K
|
9.31K
$409K
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.87K- 25.17% |
$73.4K - $75.7K
|
5.55K
$244K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 9.71% |
$79.4K - $81.9K
|
18.8K
$826K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.03K- 4.04% |
$79.6K - $82.1K
|
48.1K
$2.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.06K- 4.4% |
$81K - $83.5K
|
44.8K
$1.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.29K- 15.26% |
$90.2K - $93K
|
12.7K
$560K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.4K- 1.45% |
$94.4K - $97.3K
|
164K
$7.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.48K- 90.67% |
$97.4K - $100K
|
255
$11.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.93K- 5.32% |
$115K - $119K
|
52.1K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.95K- 3.48% |
$116K - $120K
|
81.9K
$3.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.64K- 22.26% |
$182K - $188K
|
16.2K
$713K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.67K- 4.83% |
$184K - $190K
|
92K
$4.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.1K- 12.88% |
$201K - $207K
|
34.5K
$1.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.47K- 4.68% |
$215K - $222K
|
111K
$4.9M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-7.48K- 38.81% |
$294K - $303K
|
11.8K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.41K- 2.19% |
$370K - $381K
|
420K
$18.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.3K- 1.61% |
$485K - $500K
|
753K
$33.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.5K- 48.09% |
$491K - $507K
|
13.5K
$593K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.3K- 17.3% |
$522K - $538K
|
63.4K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.5K- 19.0% |
$568K - $586K
|
61.6K
$2.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-29.8K- 39.56% |
$1.17M - $1.21M
|
45.5K
$2M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-30.3K- 83.41% |
$1.19M - $1.23M
|
6.04K
$265K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-30.5K- 21.38% |
$1.2M - $1.24M
|
112K
$4.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-33K- 16.3% |
$1.3M - $1.34M
|
170K
$7.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53.2K- 20.79% |
$2.09M - $2.16M
|
203K
$8.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82.4K- 21.32% |
$3.24M - $3.34M
|
304K
$13.4M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-87.5K- 81.25% |
$3.44M - $3.55M
|
20.2K
$888K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-186K- 50.07% |
$7.31M - $7.54M
|
185K
$8.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274K- 42.76% |
$10.8M - $11.1M
|
367K
$16.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-396K- 59.4% |
$15.6M - $16M
|
270K
$11.9M
|