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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.33K+ 28.28% |
$188K - $195K
|
19.7K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.16K+ 1.54% |
$181K - $187K
|
274K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.04K+ 62.41% |
$175K - $182K
|
10.5K
$468K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.93K+ 3.02% |
$171K - $177K
|
134K
$5.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
3.91K+ 49.24% |
$170K - $176K
|
11.9K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.64K+ 241.61% |
$158K - $164K
|
5.15K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.6K+ 38.56% |
$156K - $162K
|
12.9K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 4.63% |
$141K - $146K
|
73.3K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.23KNew |
$140K - $146K
|
3.23K
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.21K+ 6.25% |
$139K - $144K
|
54.5K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.88KNew |
$125K - $130K
|
2.88K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.68K+ 21.35% |
$116K - $121K
|
15.2K
$679K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.52KNew |
$110K - $114K
|
2.52K
$113K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$107K - $111K
|
2.47K
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.42K+ 128.25% |
$105K - $109K
|
4.31K
$192K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.24K+ 1.42% |
$97.2K - $101K
|
160K
$7.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.2K+ 3.33% |
$95.4K - $98.9K
|
68.1K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.04KNew |
$88.6K - $91.9K
|
2.04K
$90.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.98K+ 7.17% |
$85.8K - $89K
|
29.5K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$83.9K - $87K
|
1.93K
$86.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.87K+ 9.04% |
$81.4K - $84.4K
|
22.6K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.76K+ 8.75% |
$76.5K - $79.4K
|
21.9K
$976K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.5K+ 8.01% |
$65.1K - $67.5K
|
20.2K
$901K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.42K+ 1.47% |
$61.7K - $64K
|
98.1K
$4.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.27K+ 1.27% |
$55.2K - $57.3K
|
102K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.26KNew |
$54.8K - $56.8K
|
1.26K
$56.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
1.24K+ 11.62% |
$53.6K - $55.6K
|
11.9K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 268.56% |
$53.4K - $55.4K
|
1.69K
$75.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.17KNew |
$50.8K - $52.7K
|
1.17K
$52.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.07K+ 22.63% |
$46.4K - $48.2K
|
5.79K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.06K+ 2.57% |
$46.1K - $47.8K
|
42.5K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.03K+ 12.28% |
$44.9K - $46.6K
|
9.45K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.01K+ 3.73% |
$43.7K - $45.3K
|
28K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1K+ 0.54% |
$43.4K - $45.1K
|
188K
$8.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
992+ 551.11% |
$43.1K - $44.7K
|
1.17K
$52.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
991+ 5.54% |
$43K - $44.6K
|
18.9K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
954+ 9.74% |
$41.4K - $43K
|
10.7K
$479K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
902New |
$39.2K - $40.6K
|
902
$40.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
900+ 2.15% |
$39.1K - $40.5K
|
42.7K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
886+ 3.21% |
$38.5K - $39.9K
|
28.5K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
775+ 10.29% |
$33.7K - $34.9K
|
8.31K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
725New |
$31.5K - $32.7K
|
725
$32.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
707+ 22.16% |
$30.7K - $31.9K
|
3.9K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
661+ 1.11% |
$28.7K - $29.8K
|
60K
$2.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
655+ 8.92% |
$28.5K - $29.5K
|
8K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
651+ 20.97% |
$28.3K - $29.3K
|
3.76K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
645+ 32.82% |
$28K - $29.1K
|
2.61K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
600+ 10.62% |
$26.1K - $27K
|
6.25K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
575+ 8.66% |
$25K - $25.9K
|
7.21K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
571+ 10.45% |
$24.8K - $25.7K
|
6.04K
$269K
|