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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
744K+ 209.64% |
$32.3M - $33.5M
|
1.1M
$48.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
737K+ 317.62% |
$32M - $33.2M
|
969K
$43.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
735KNew |
$31.9M - $33.1M
|
735K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
147K+ 57.25% |
$6.37M - $6.6M
|
403K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114KNew |
$4.97M - $5.16M
|
114K
$5.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
101KNew |
$4.38M - $4.54M
|
101K
$4.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53K+ 17.42% |
$2.3M - $2.39M
|
357K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
48.3K+ 647.62% |
$2.1M - $2.18M
|
55.8K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.6K+ 67.98% |
$1.98M - $2.05M
|
113K
$5.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
35KNew |
$1.52M - $1.58M
|
35K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
31.3KNew |
$1.36M - $1.41M
|
31.3K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
27.7K+ 133.07% |
$1.2M - $1.25M
|
48.6K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.7K+ 9.53% |
$1.2M - $1.25M
|
318K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
22.3K+ 9.58% |
$967K - $1M
|
255K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$941K - $976K
|
21.7K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.4K+ 12.73% |
$930K - $964K
|
190K
$8.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.3K+ 215.44% |
$925K - $960K
|
31.2K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.2K+ 34.82% |
$921K - $955K
|
82.1K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.4K+ 11.51% |
$841K - $872K
|
188K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16.2KNew |
$704K - $730K
|
16.2K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
15.8K+ 37.28% |
$688K - $714K
|
58.3K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
12.3KNew |
$534K - $554K
|
12.3K
$547K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.4KNew |
$493K - $511K
|
11.4K
$505K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 1.2% |
$490K - $508K
|
950K
$42.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.9K+ 12.99% |
$476K - $493K
|
95.2K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
10.7K+ 29.15% |
$466K - $484K
|
47.6K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6KNew |
$462K - $479K
|
10.6K
$473K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
9.69K+ 24.48% |
$421K - $436K
|
49.3K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.45KNew |
$410K - $426K
|
9.45K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.4KNew |
$408K - $424K
|
9.4K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.76KNew |
$380K - $395K
|
8.76K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.53KNew |
$371K - $384K
|
8.53K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7.93KNew |
$344K - $357K
|
7.93K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.44KNew |
$323K - $335K
|
7.44K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.06KNew |
$307K - $318K
|
7.06K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.03KNew |
$305K - $316K
|
7.03K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.11K+ 51.09% |
$266K - $275K
|
18.1K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.91KNew |
$257K - $266K
|
5.91K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.85KNew |
$254K - $264K
|
5.85K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.71KNew |
$248K - $257K
|
5.71K
$254K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.66KNew |
$246K - $255K
|
5.66K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.48KNew |
$238K - $247K
|
5.48K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.22K+ 18.57% |
$227K - $235K
|
33.3K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
5.11K+ 51.74% |
$222K - $230K
|
15K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.95K+ 63.62% |
$215K - $223K
|
12.7K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.89KNew |
$212K - $220K
|
4.89K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.71K+ 23.09% |
$205K - $212K
|
25.1K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.65K+ 95.66% |
$202K - $210K
|
9.51K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.65K+ 81.91% |
$202K - $209K
|
10.3K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.33K+ 28.28% |
$188K - $195K
|
19.7K
$875K
|