Institutional Ownership Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM). We have compiled data on the 253 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $498 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
96,683
shares
|
$4.25 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
94,873
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
92,889
shares
|
$4.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
92,374
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
84,284
shares
|
$3.71 Million
0.46% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
80,610
shares
|
$3.54 Million
0.09% of portfolio
|
Q3 2024
Reduced 29.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,526
shares
|
$3.54 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
70,575
shares
|
$3.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
70,035
shares
|
$3.08 Million
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
65,913
shares
|
$2.9 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
60,874
shares
|
$2.68 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
59,345
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
55,242
shares
|
$2.43 Million
1.18% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
51,247
shares
|
$2.25 Million
1.6% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
51,142
shares
|
$2.25 Million
0.21% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
49,253
shares
|
$2.17 Million
0.4% of portfolio
|
Q4 2024
Added 24.48%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
48,582
shares
|
$2.14 Million
0.38% of portfolio
|
Q4 2024
Added 133.07%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
47,571
shares
|
$2.09 Million
1.83% of portfolio
|
Q4 2024
Added 29.15%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
45,330
shares
|
$1.99 Million
0.76% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
42,722
shares
|
$1.88 Million
0.25% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
42,495
shares
|
$1.87 Million
0.24% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
41,487
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 69.2%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
41,393
shares
|
$1.82 Million
0.21% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,148
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,032
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 17.62%
|