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 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
53New |
$2.49K - $2.56K
|
53
$2.53K
|
|
|
Jan 26, 2026
Q4 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
50+ 0.54% |
$2.35K - $2.41K
|
9.3K
$444K
|
|
|
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 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
15+ 1.11% |
$705 - $724
|
1.36K
$64.9K
|
|
|
Jan 30, 2026
Q4 2025
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.95% |
$282 - $290
|
635
$30.3K
|
|
|
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 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-13Closed |
$611 - $627
|
0
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-13- 0.16% |
$611 - $627
|
8.3K
$396K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 0.67% |
$752 - $772
|
2.37K
$113K
|
|
|
Jan 27, 2026
Q4 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-30- 0.34% |
$1.41K - $1.45K
|
8.75K
$418K
|
|
|
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 26, 2026
Q4 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-252- 4.4% |
$11.8K - $12.2K
|
5.47K
$261K
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-290- 3.81% |
$13.6K - $14K
|
7.32K
$349K
|
|
|
Jan 28, 2026
Q4 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-500- 1.53% |
$23.5K - $24.1K
|
32.1K
$1.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-518- 10.84% |
$24.3K - $25K
|
4.26K
$203K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-546- 4.76% |
$25.7K - $26.3K
|
10.9K
$521K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-626- 1.3% |
$29.4K - $30.2K
|
47.3K
$2.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-716- 4.74% |
$33.7K - $34.6K
|
14.4K
$686K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-745- 2.93% |
$35K - $36K
|
24.7K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-792- 2.42% |
$37.2K - $38.2K
|
32K
$1.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-922- 15.94% |
$43.3K - $44.5K
|
4.86K
$232K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1K- 16.01% |
$47K - $48.3K
|
5.25K
$250K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.17K- 1.28% |
$55.2K - $56.7K
|
90.7K
$4.33M
|
|
|
Jan 26, 2026
Q4 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.46K- 1.55% |
$68.4K - $70.3K
|
92.2K
$4.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.91K- 14.79% |
$89.8K - $92.2K
|
11K
$525K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.58K- 7.18% |
$121K - $125K
|
33.4K
$1.59M
|
|
|
Jan 27, 2026
Q4 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-11.8K- 12.91% |
$557K - $572K
|
79.9K
$3.81M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.3K- 50.13% |
$623K - $640K
|
13.2K
$629K
|
|