Purchases and Sales Made in Q4 2024 in Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

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
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
562
New
$24.4K - $25.3K
562 $25.1K
Feb 13, 2025 Q4 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
525
+ 2.74%
$22.8K - $23.7K
19.7K $878K
Feb 13, 2025 Q4 2024
Adams Wealth Management

BUY
 -
475
+ 10.19%
$20.6K - $21.4K
5.14K $229K
Feb 13, 2025 Q4 2024
Cache Tech Inc.

Logan, UT
BUY
 -
475
+ 10.19%
$20.6K - $21.4K
5.14K $229K
Feb 14, 2025 Q4 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
455
+ 7.96%
$19.8K - $20.5K
6.17K $275K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
415
+ 118.57%
$18K - $18.7K
765 $34.1K
Jan 28, 2025 Q4 2024
Archvest Wealth Advisors, Inc.

BUY
 -
387
+ 6.51%
$16.8K - $17.4K
6.33K $282K
Jan 21, 2025 Q4 2024
Legacy Financial Group LLC

BUY
 -
383
+ 2.48%
$16.6K - $17.3K
15.8K $706K
Feb 12, 2025 Q4 2024
Envestnet Asset Management Inc

BUY
 -
367
+ 0.88%
$15.9K - $16.5K
41.9K $1.87M
Jan 13, 2025 Q4 2024
Tpg Financial Advisors, LLC

BUY
 -
365
+ 7.32%
$15.9K - $16.4K
5.35K $239K
Jan 27, 2025 Q4 2024
Brandywine Oak Private Wealth LLC

BUY
 -
345
+ 7.68%
$15K - $15.5K
4.84K $216K
Jan 21, 2025 Q4 2024
Fort Henry Capital, LLC

BUY
 -
340
+ 1.44%
$14.8K - $15.3K
24K $1.07M
Jan 30, 2025 Q4 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
305
+ 4.26%
$13.2K - $13.7K
7.47K $333K
Feb 14, 2025 Q4 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
297
+ 117.86%
$12.9K - $13.4K
549 $24.5K
Jan 14, 2025 Q4 2024
Smith Anglin Financial, LLC

BUY
 -
282
+ 0.55%
$12.3K - $12.7K
51.1K $2.28M
Feb 06, 2025 Q4 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
252
+ 1.8%
$10.9K - $11.4K
14.2K $634K
Feb 04, 2025 Q4 2024
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
247
+ 1.8%
$10.7K - $11.1K
14K $622K
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
221
+ 1.24%
$9.6K - $9.96K
18.1K $805K
Feb 11, 2025 Q4 2024
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
200
+ 1.14%
$8.69K - $9.01K
17.8K $792K
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
182
+ 3.34%
$7.91K - $8.2K
5.63K $251K
Feb 06, 2025 Q4 2024
Investment Partners, Ltd.

BUY
 -
168
+ 1.8%
$7.3K - $7.57K
9.5K $423K
Jan 27, 2025 Q4 2024
Bay Harbor Wealth Management, LLC

BUY
 -
157
+ 2.0%
$6.82K - $7.07K
8.02K $357K
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

BUY
 -
125
+ 1.12%
$5.43K - $5.63K
11.3K $503K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
122
+ 2.68%
$5.3K - $5.5K
4.67K $208K
Jan 31, 2025 Q4 2024
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
119
+ 2.18%
$5.17K - $5.36K
5.59K $249K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
115
New
$5K - $5.18K
115 $5.13K
Feb 18, 2025 Q4 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
104
+ 4.24%
$4.52K - $4.69K
2.55K $114K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
102
+ 0.88%
$4.43K - $4.6K
11.7K $519K
Jan 15, 2025 Q4 2024
Empirical Asset Management, LLC

BUY
 -
95
+ 1.72%
$4.13K - $4.28K
5.62K $251K
Jan 13, 2025 Q4 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
89
+ 0.48%
$3.87K - $4.01K
18.5K $823K
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
89
+ 1.81%
$3.87K - $4.01K
5.02K $224K
Jan 24, 2025 Q4 2024
Tempus Wealth Planning, LLC

BUY
 -
87
+ 0.97%
$3.78K - $3.92K
9.04K $403K
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

BUY
 -
60
+ 0.85%
$2.61K - $2.7K
7.09K $316K
Feb 06, 2025 Q4 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
55
+ 2.02%
$2.39K - $2.48K
2.78K $124K
Jan 30, 2025 Q4 2024
Jnba Financial Advisors

BUY
 -
47
+ 3.73%
$2.04K - $2.12K
1.31K $58.3K
Feb 11, 2025 Q4 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
42
+ 0.63%
$1.82K - $1.89K
6.7K $299K
Jan 28, 2025 Q4 2024
Soa Wealth Advisors, Llc.

BUY
 -
42
+ 1.32%
$1.82K - $1.89K
3.23K $144K
Feb 13, 2025 Q4 2024
Integrity Financial Corp

BUY
 -
39
+ 0.29%
$1.69K - $1.76K
13.5K $600K
Jan 17, 2025 Q4 2024
Beacon Investment Advisory Services, Inc.

BUY
 -
35
+ 0.2%
$1.52K - $1.58K
17.9K $796K
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
33
+ 0.58%
$1.43K - $1.49K
5.7K $254K
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
32
+ 0.08%
$1.39K - $1.44K
38.2K $1.7M
Jan 13, 2025 Q4 2024
Unique Wealth, LLC

Tampa, FL
BUY
 -
30
+ 0.34%
$1.3K - $1.35K
8.91K $397K
Feb 18, 2025 Q4 2024
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
27
+ 1.78%
$1.17K - $1.22K
1.55K $68.9K
Feb 14, 2025 Q4 2024
Mendel Capital Management LLC

BUY
 -
23
+ 0.23%
$999 - $1.04K
10.1K $449K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
22
+ 2.08%
$956 - $991
1.08K $48.2K
Feb 10, 2025 Q4 2024
Northwest Wealth Management, LLC

BUY
 -
14
+ 0.29%
$608 - $631
4.81K $214K
Feb 13, 2025 Q4 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
14
+ 0.18%
$608 - $631
7.86K $351K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
13
New
$565 - $586
13 $580
Jan 28, 2025 Q4 2024
Northstar Group, Inc.

BUY
 -
10
+ 0.05%
$434 - $451
19.3K $860K

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