Purchases and Sales Made in Q4 2025 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q4 2025. 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 20, 2026
Q4 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
269KNew |
$12.6M - $13M
|
269K
$12.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
70.7K+ 163.3% |
$3.32M - $3.41M
|
114K
$5.44M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21.2KNew |
$996K - $1.02M
|
21.2K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.6K+ 295.31% |
$500K - $513K
|
14.2K
$679K
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
8.75KNew |
$411K - $422K
|
8.75K
$417K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.31KNew |
$344K - $353K
|
7.31K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
6.96KNew |
$327K - $336K
|
6.96K
$332K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.5K+ 149.8% |
$306K - $314K
|
10.8K
$517K
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
5.32KNew |
$250K - $257K
|
5.32K
$254K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.57K+ 3.25% |
$215K - $220K
|
145K
$6.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.33KNew |
$204K - $209K
|
4.33K
$207K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.92K+ 79.88% |
$184K - $189K
|
8.83K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.42K+ 2.5% |
$114K - $117K
|
99K
$4.72M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 161.19% |
$104K - $107K
|
3.59K
$171K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.23K+ 5.86% |
$57.6K - $59.2K
|
22.1K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07K+ 31.7% |
$50.3K - $51.7K
|
4.45K
$212K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
884+ 4.5% |
$41.5K - $42.7K
|
20.5K
$978K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
587New |
$27.6K - $28.3K
|
587
$28K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
572+ 2.77% |
$26.9K - $27.6K
|
21.2K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
564+ 6.98% |
$26.5K - $27.2K
|
8.64K
$412K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
551+ 3.89% |
$25.9K - $26.6K
|
14.7K
$703K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
513New |
$24.1K - $24.8K
|
513
$24.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
440+ 1.99% |
$20.7K - $21.2K
|
22.6K
$1.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
376+ 1.65% |
$17.7K - $18.1K
|
23.1K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
368+ 15.02% |
$17.3K - $17.8K
|
2.82K
$134K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
274+ 6.78% |
$12.9K - $13.2K
|
4.31K
$206K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
232+ 3.51% |
$10.9K - $11.2K
|
6.85K
$327K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
184+ 3.25% |
$8.65K - $8.88K
|
5.85K
$279K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
166+ 0.23% |
$7.8K - $8.01K
|
72.2K
$3.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
153+ 0.87% |
$7.19K - $7.38K
|
17.7K
$843K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
150+ 2.16% |
$7.05K - $7.24K
|
7.08K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
137+ 2.73% |
$6.44K - $6.61K
|
5.16K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
85+ 0.94% |
$4K - $4.1K
|
9.09K
$434K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
78+ 1.47% |
$3.67K - $3.76K
|
5.4K
$257K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
40+ 1.49% |
$1.88K - $1.93K
|
2.72K
$130K
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
37+ 0.62% |
$1.74K - $1.79K
|
6.01K
$287K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
30+ 0.17% |
$1.41K - $1.45K
|
17.9K
$852K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 3.44% |
$987 - $1.01K
|
632
$30.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 2.69% |
$799 - $820
|
649
$31K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.75% |
$235 - $241
|
291
$13.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.01% |
$47 - $48.3
|
11.1K
$528K
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-13- 0.16% |
$611 - $627
|
8.3K
$396K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-13Closed |
$611 - $627
|
0
$0
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-53- 0.61% |
$2.49K - $2.56K
|
8.59K
$410K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-62- 4.09% |
$2.91K - $2.99K
|
1.45K
$69.3K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-109- 1.58% |
$5.12K - $5.26K
|
6.81K
$325K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-149- 2.14% |
$7K - $7.19K
|
6.8K
$325K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-202- 3.54% |
$9.49K - $9.75K
|
5.51K
$263K
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-243- 3.55% |
$11.4K - $11.7K
|
6.6K
$315K
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-290- 3.81% |
$13.6K - $14K
|
7.32K
$349K
|
|