Purchases and Sales Made in Q4 2025 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q4 2025. 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 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
70.7K+ 163.3% |
$3.32M - $3.41M
|
114K
$5.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
8.75KNew |
$411K - $422K
|
8.75K
$417K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.31KNew |
$344K - $353K
|
7.31K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
6.96KNew |
$327K - $336K
|
6.96K
$332K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.5K+ 149.8% |
$306K - $314K
|
10.8K
$517K
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
5.32KNew |
$250K - $257K
|
5.32K
$254K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.33KNew |
$204K - $209K
|
4.33K
$207K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.92K+ 79.88% |
$184K - $189K
|
8.83K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.42K+ 2.5% |
$114K - $117K
|
99K
$4.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.23K+ 5.86% |
$57.6K - $59.2K
|
22.1K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07K+ 31.7% |
$50.3K - $51.7K
|
4.45K
$212K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
572+ 2.77% |
$26.9K - $27.6K
|
21.2K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
564+ 6.98% |
$26.5K - $27.2K
|
8.64K
$412K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
551+ 3.89% |
$25.9K - $26.6K
|
14.7K
$703K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
513New |
$24.1K - $24.8K
|
513
$24.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
376+ 1.65% |
$17.7K - $18.1K
|
23.1K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
274+ 6.78% |
$12.9K - $13.2K
|
4.31K
$206K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
232+ 3.51% |
$10.9K - $11.2K
|
6.85K
$327K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
184+ 3.25% |
$8.65K - $8.88K
|
5.85K
$279K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
166+ 0.23% |
$7.8K - $8.01K
|
72.2K
$3.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
153+ 0.87% |
$7.19K - $7.38K
|
17.7K
$843K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
150+ 2.16% |
$7.05K - $7.24K
|
7.08K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
137+ 2.73% |
$6.44K - $6.61K
|
5.16K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
85+ 0.94% |
$4K - $4.1K
|
9.09K
$434K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
78+ 1.47% |
$3.67K - $3.76K
|
5.4K
$257K
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
37+ 0.62% |
$1.74K - $1.79K
|
6.01K
$287K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
30+ 0.17% |
$1.41K - $1.45K
|
17.9K
$852K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 3.44% |
$987 - $1.01K
|
632
$30.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.75% |
$235 - $241
|
291
$13.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-13Closed |
$611 - $627
|
0
$0
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-53- 0.61% |
$2.49K - $2.56K
|
8.59K
$410K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-62- 4.09% |
$2.91K - $2.99K
|
1.45K
$69.3K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-109- 1.58% |
$5.12K - $5.26K
|
6.81K
$325K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-149- 2.14% |
$7K - $7.19K
|
6.8K
$325K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-202- 3.54% |
$9.49K - $9.75K
|
5.51K
$263K
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-290- 3.81% |
$13.6K - $14K
|
7.32K
$349K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-518- 10.84% |
$24.3K - $25K
|
4.26K
$203K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-546- 4.76% |
$25.7K - $26.3K
|
10.9K
$521K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-626- 1.3% |
$29.4K - $30.2K
|
47.3K
$2.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-745- 2.93% |
$35K - $36K
|
24.7K
$1.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-922- 15.94% |
$43.3K - $44.5K
|
4.86K
$232K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.17K- 1.28% |
$55.2K - $56.7K
|
90.7K
$4.33M
|
|