Purchases and Sales Made in Q1 2025 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
70.9KNew |
$3.04M - $3.17M
|
70.9K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70K+ 19.6% |
$3M - $3.13M
|
427K
$19.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.8K+ 64.7% |
$2.61M - $2.72M
|
155K
$6.97M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.5K+ 4.79% |
$1.95M - $2.03M
|
995K
$44.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.1K+ 93.32% |
$1.68M - $1.75M
|
80.9K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.2K+ 20.37% |
$1.64M - $1.71M
|
226K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.5K+ 61.75% |
$1.05M - $1.1M
|
64.2K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
19.6KNew |
$843K - $878K
|
19.6K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.1K+ 7.51% |
$822K - $856K
|
274K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18.9K+ 87.15% |
$811K - $844K
|
40.6K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.6K+ 173.07% |
$800K - $833K
|
29.4K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.4K+ 169.61% |
$703K - $732K
|
26K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16K+ 16.83% |
$688K - $716K
|
111K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.7K+ 203.07% |
$674K - $702K
|
23.4K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.8KNew |
$637K - $664K
|
14.8K
$669K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.1K+ 70.15% |
$606K - $631K
|
34.2K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 5.98% |
$482K - $501K
|
199K
$8.96M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.4KNew |
$447K - $465K
|
10.4K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9.14KNew |
$393K - $409K
|
9.14K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.41K+ 98.51% |
$361K - $376K
|
16.9K
$763K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.36K+ 12.28% |
$359K - $374K
|
76.5K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.24KNew |
$354K - $368K
|
8.24K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
8.03KNew |
$345K - $359K
|
8.03K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.04KNew |
$302K - $315K
|
7.04K
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.68K+ 74.99% |
$287K - $299K
|
15.6K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.48KNew |
$278K - $290K
|
6.48K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.95KNew |
$255K - $266K
|
5.95K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.93K+ 2.16% |
$255K - $265K
|
280K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5.86K+ 10.76% |
$252K - $262K
|
60.3K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.47KNew |
$235K - $244K
|
5.47K
$246K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.14KNew |
$221K - $230K
|
5.14K
$231K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5KNew |
$215K - $224K
|
5K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.91K+ 24.69% |
$211K - $219K
|
24.8K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.79KNew |
$206K - $214K
|
4.79K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.71KNew |
$202K - $211K
|
4.71K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.4K+ 5.36% |
$189K - $197K
|
86.5K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
4.03K+ 26.85% |
$173K - $180K
|
19K
$857K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.67K+ 44.18% |
$158K - $164K
|
12K
$539K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.62KNew |
$155K - $162K
|
3.62K
$163K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.38KNew |
$145K - $151K
|
3.38K
$152K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2.58KNew |
$111K - $115K
|
2.58K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.49K+ 2.45% |
$107K - $111K
|
104K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.36KNew |
$101K - $106K
|
2.36K
$106K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.2K+ 24.96% |
$94.4K - $98.3K
|
11K
$496K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.88K+ 3.22% |
$80.5K - $83.9K
|
60.2K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.87K+ 340.62% |
$80.3K - $83.6K
|
2.42K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.79K+ 37.18% |
$76.8K - $79.9K
|
6.6K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 2.41% |
$75.7K - $78.8K
|
75K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.75K+ 1.3% |
$75.2K - $78.3K
|
136K
$6.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 8.91% |
$70.6K - $73.5K
|
20.1K
$905K
|