Institutional shares held 13.9 Million
0 calls
0 puts
Total value of holdings $595M
$0 calls
$0 puts
# of Institutions 277


Latest Institutional Activity in AOM

Top Purchases

Q1 2025
Kmg Fiduciary Partners, LLC Shares Held: 19.6K ($842K)
Q1 2025
Milestone Asset Management, LLC Shares Held: 34.2K ($1.47M)
Q1 2025
Moss Adams Wealth Advisors LLC Shares Held: 9.14K ($392K)
Q1 2025
Unique Wealth, LLC Shares Held: 15.6K ($668K)
Q1 2025
Central Trust CO Shares Held: 11K ($472K)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 12.8K ($549K)
Q1 2025
Focus Financial Network, Inc. Shares Held: 126K ($5.42M)
Q1 2025
Consilium Wealth Advisory, LLC Shares Held: 84.2K ($3.61M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 115K ($4.94M)
Q1 2025
Mkd Wealth Coaches, LLC Shares Held: 6.07K ($260K)

About AOM

Track Institutional and Insider Activities on AOM

Follow ISHARES TR CORE MODERATE ALLOC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AOM shares.

Notify only if
Any

Insider Trading

Get notified when an Ishares Tr Core Moderate Alloc insider buys or sells AOM shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to ISHARES TR CORE MODERATE ALLOC

Track Activities on AOM