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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,241
shares
|
$889,996
0.0% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
20,212
shares
|
$888,721
0.21% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,134
shares
|
$885,291
0.01% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
20,125
shares
|
$884,896
0.19% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
19,292
shares
|
$848,269
0.15% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,165
shares
|
$842,685
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
18,880
shares
|
$830,153
0.03% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
18,791
shares
|
$826,240
0.16% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
18,457
shares
|
$811,554
0.3% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
18,059
shares
|
$794,054
0.04% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
17,864
shares
|
$785,480
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
17,571
shares
|
$772,596
0.51% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
17,548
shares
|
$771,585
0.17% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
16,593
shares
|
$729,594
0.03% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
15,839
shares
|
$696,440
0.13% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
15,325
shares
|
$673,840
0.01% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,180
shares
|
$667,464
0.08% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,123
shares
|
$664,958
0.02% of portfolio
|
Q3 2024
Added 66.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
14,413
shares
|
$633,739
0.07% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,074
shares
|
$618,833
0.3% of portfolio
|
Q1 2023
Added 2.47%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
13,968
shares
|
$614,172
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
13,714
shares
|
$603,004
0.36% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,681
shares
|
$601,553
0.11% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,422
shares
|
$590,165
0.07% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
13,418
shares
|
$589,989
0.37% of portfolio
|
Q3 2024
Reduced 6.19%
|