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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
122+ 2.68% |
$5.3K - $5.5K
|
4.67K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
119+ 2.18% |
$5.17K - $5.36K
|
5.59K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
102+ 0.88% |
$4.43K - $4.6K
|
11.7K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
95+ 1.72% |
$4.13K - $4.28K
|
5.62K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
89+ 0.48% |
$3.87K - $4.01K
|
18.5K
$814K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
89+ 1.81% |
$3.87K - $4.01K
|
5.02K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
87+ 0.97% |
$3.78K - $3.92K
|
9.04K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
47+ 3.73% |
$2.04K - $2.12K
|
1.31K
$57.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
42+ 1.32% |
$1.82K - $1.89K
|
3.23K
$142K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
35+ 0.2% |
$1.52K - $1.58K
|
17.9K
$787K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
33+ 0.58% |
$1.43K - $1.49K
|
5.7K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
30+ 0.34% |
$1.3K - $1.35K
|
8.91K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22+ 2.08% |
$956 - $991
|
1.08K
$47.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
10+ 0.05% |
$434 - $451
|
19.3K
$851K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8+ 1.29% |
$348 - $360
|
627
$27.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.97% |
$261 - $270
|
625
$27.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 1.65% |
$130 - $135
|
185
$8.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.03% |
$43.4 - $45.1
|
3.44K
$152K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- -0.0% |
$86.9 - $90.1
|
92.4K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-13- 0.17% |
$565 - $586
|
7.51K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24- 0.29% |
$1.04K - $1.08K
|
8.36K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-29- 17.68% |
$1.26K - $1.31K
|
135
$5.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-38- 0.08% |
$1.65K - $1.71K
|
45.3K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-45- 2.47% |
$1.95K - $2.03K
|
1.78K
$78.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-51- 5.08% |
$2.22K - $2.3K
|
953
$42K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-72- 4.32% |
$3.13K - $3.24K
|
1.59K
$70.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-191- 0.9% |
$8.3K - $8.6K
|
21.1K
$929K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-298- 5.77% |
$12.9K - $13.4K
|
4.87K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-360- 7.08% |
$15.6K - $16.2K
|
4.72K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-448- 2.18% |
$19.5K - $20.2K
|
20.1K
$887K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-476- 2.64% |
$20.7K - $21.4K
|
17.5K
$774K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-501- 0.7% |
$21.8K - $22.6K
|
70.6K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-738- 8.13% |
$32.1K - $33.2K
|
8.34K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-781- 8.15% |
$33.9K - $35.2K
|
8.81K
$388K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-900- 3.27% |
$39.1K - $40.5K
|
26.6K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-973- 5.54% |
$42.3K - $43.8K
|
16.6K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.06K- 24.33% |
$45.9K - $47.6K
|
3.29K
$145K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 5.73% |
$46.8K - $48.5K
|
17.7K
$781K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.5K- 4.81% |
$65.1K - $67.5K
|
29.6K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.76K- 16.5% |
$76.3K - $79.2K
|
8.89K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.88K- 12.39% |
$81.7K - $84.7K
|
13.3K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.88K- 23.56% |
$81.8K - $84.8K
|
6.11K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.1K- 2.16% |
$91.4K - $94.7K
|
95.1K
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3K- 25.52% |
$130K - $135K
|
8.76K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.4K- 26.03% |
$148K - $153K
|
9.65K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.39K- 64.83% |
$234K - $243K
|
2.92K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.96K- 45.6% |
$259K - $269K
|
7.11K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-9.17K- 33.52% |
$398K - $413K
|
18.2K
$801K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.7K- 14.45% |
$682K - $707K
|
92.9K
$4.09M
|