Institutional Ownership Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM). We have compiled data on the 277 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $626 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
552
shares
|
$24,409
0.0% of portfolio
|
Q4 2023
Reduced 40.65%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
549
shares
|
$24,276
0.0% of portfolio
|
Q4 2024
Added 117.86%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
500
shares
|
$22,110
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
476
shares
|
$21,048
0.01% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
475
shares
|
$21,004
0.0% of portfolio
|
Q3 2023
Reduced 5.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
457
shares
|
$20,208
0.01% of portfolio
|
Q2 2022
Reduced 36.26%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
411
shares
|
$18,174
0.0% of portfolio
|
Q2 2024
Added 155.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
379
shares
|
$16,759
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
356
shares
|
$15,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
350
shares
|
$15,477
0.01% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
323
shares
|
$14,283
0.0% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
270
shares
|
$11,939
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
185
shares
|
$8,180
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
168
shares
|
$7,428
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
144
shares
|
$6,367
0.0% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
135
shares
|
$5,969
0.0% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
117
shares
|
$5,173
0.0% of portfolio
|
Q4 2024
Reduced 82.51%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
115
shares
|
$5,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
96
shares
|
$4,245
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
93
shares
|
$4,112
0.0% of portfolio
|
Q2 2023
Added 1.09%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
75
shares
|
$3,316
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
70
shares
|
$3,095
0.0% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
29
shares
|
$1,282
0.0% of portfolio
|
Q3 2022
Added 3.57%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
15
shares
|
$663
0.0% of portfolio
|
Q3 2024
Reduced 73.21%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
13
shares
|
$574
0.0% of portfolio
|
Q4 2024
New holding
|