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
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.31K- 11.66% |
$56.7K - $58.8K
|
9.88K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.5K- 4.81% |
$65.1K - $67.5K
|
29.6K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.56K- 6.78% |
$67.6K - $70.1K
|
21.4K
$955K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.58K- 22.98% |
$68.7K - $71.3K
|
5.3K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 8.26% |
$72.6K - $75.3K
|
18.6K
$828K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.76K- 16.5% |
$76.3K - $79.2K
|
8.89K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.88K- 12.39% |
$81.7K - $84.7K
|
13.3K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.88K- 23.56% |
$81.8K - $84.8K
|
6.11K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.1K- 2.16% |
$91.4K - $94.7K
|
95.1K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.22K- 1.5% |
$96.3K - $99.9K
|
146K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.28K- 32.18% |
$99.1K - $103K
|
4.81K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.65K- 60.08% |
$115K - $119K
|
1.76K
$78.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3K- 25.52% |
$130K - $135K
|
8.76K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.4K- 26.03% |
$148K - $153K
|
9.65K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.98K- 3.2% |
$216K - $224K
|
150K
$6.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.39K- 64.83% |
$234K - $243K
|
2.92K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.96K- 45.6% |
$259K - $269K
|
7.11K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.48K- 42.88% |
$282K - $292K
|
8.64K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-9.17K- 33.52% |
$398K - $413K
|
18.2K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-9.48K- 11.76% |
$412K - $427K
|
71.1K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-12K- 41.18% |
$519K - $538K
|
17.1K
$761K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.1K- 62.94% |
$612K - $635K
|
8.3K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-15.1K- 27.4% |
$658K - $682K
|
40.1K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.5K- 46.21% |
$672K - $697K
|
18K
$803K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.7K- 14.45% |
$682K - $707K
|
92.9K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.2K- 70.08% |
$1.1M - $1.14M
|
10.8K
$480K
|