Purchases and Sales Made in Q4 2024 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114KNew |
$4.97M - $5.16M
|
114K
$5.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
101KNew |
$4.38M - $4.54M
|
101K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53K+ 17.42% |
$2.3M - $2.39M
|
357K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.6K+ 67.98% |
$1.98M - $2.05M
|
113K
$4.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
31.3KNew |
$1.36M - $1.41M
|
31.3K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
27.7K+ 133.07% |
$1.2M - $1.25M
|
48.6K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.4K+ 12.73% |
$930K - $964K
|
190K
$8.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.2K+ 34.82% |
$921K - $955K
|
82.1K
$3.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
12.3KNew |
$534K - $554K
|
12.3K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.9K+ 12.99% |
$476K - $493K
|
95.2K
$4.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
10.7K+ 29.15% |
$466K - $484K
|
47.6K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
9.69K+ 24.48% |
$421K - $436K
|
49.3K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.45KNew |
$410K - $426K
|
9.45K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.76KNew |
$380K - $395K
|
8.76K
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.85KNew |
$254K - $264K
|
5.85K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.71KNew |
$248K - $257K
|
5.71K
$252K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.66KNew |
$246K - $255K
|
5.66K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.89KNew |
$212K - $220K
|
4.89K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.93K+ 3.02% |
$171K - $177K
|
134K
$5.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
3.91K+ 49.24% |
$170K - $176K
|
11.9K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.23KNew |
$140K - $146K
|
3.23K
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.52KNew |
$110K - $114K
|
2.52K
$111K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$107K - $111K
|
2.47K
$109K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.24K+ 1.42% |
$97.2K - $101K
|
160K
$7.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.2K+ 3.33% |
$95.4K - $98.9K
|
68.1K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.76K+ 8.75% |
$76.5K - $79.4K
|
21.9K
$965K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.5K+ 8.01% |
$65.1K - $67.5K
|
20.2K
$891K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.27K+ 1.27% |
$55.2K - $57.3K
|
102K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
1.24K+ 11.62% |
$53.6K - $55.6K
|
11.9K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.17KNew |
$50.8K - $52.7K
|
1.17K
$51.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.07K+ 22.63% |
$46.4K - $48.2K
|
5.79K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.06K+ 2.57% |
$46.1K - $47.8K
|
42.5K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
991+ 5.54% |
$43K - $44.6K
|
18.9K
$832K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
900+ 2.15% |
$39.1K - $40.5K
|
42.7K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
886+ 3.21% |
$38.5K - $39.9K
|
28.5K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
707+ 22.16% |
$30.7K - $31.9K
|
3.9K
$172K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
645+ 32.82% |
$28K - $29.1K
|
2.61K
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
600+ 10.62% |
$26.1K - $27K
|
6.25K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
571+ 10.45% |
$24.8K - $25.7K
|
6.04K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
562New |
$24.4K - $25.3K
|
562
$24.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
387+ 6.51% |
$16.8K - $17.4K
|
6.33K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
383+ 2.48% |
$16.6K - $17.3K
|
15.8K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
365+ 7.32% |
$15.9K - $16.4K
|
5.35K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
345+ 7.68% |
$15K - $15.5K
|
4.84K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
340+ 1.44% |
$14.8K - $15.3K
|
24K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
305+ 4.26% |
$13.2K - $13.7K
|
7.47K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
282+ 0.55% |
$12.3K - $12.7K
|
51.1K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
221+ 1.24% |
$9.6K - $9.96K
|
18.1K
$796K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
157+ 2.0% |
$6.82K - $7.07K
|
8.02K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
125+ 1.12% |
$5.43K - $5.63K
|
11.3K
$497K
|