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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
19.6KNew |
$843K - $878K
|
19.6K
$842K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.1K+ 70.15% |
$606K - $631K
|
34.2K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9.14KNew |
$393K - $409K
|
9.14K
$392K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.68K+ 74.99% |
$287K - $299K
|
15.6K
$668K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.2K+ 24.96% |
$94.4K - $98.3K
|
11K
$472K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.75K+ 1.3% |
$75.2K - $78.3K
|
136K
$5.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 8.91% |
$70.6K - $73.5K
|
20.1K
$862K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.08K+ 2.1% |
$46.1K - $48.1K
|
52.2K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
950New |
$40.8K - $42.5K
|
950
$40.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
625+ 111.21% |
$26.8K - $27.9K
|
1.19K
$50.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
385+ 11.72% |
$16.5K - $17.2K
|
3.67K
$157K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
282New |
$12.1K - $12.6K
|
282
$12.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
234New |
$10K - $10.5K
|
234
$10K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
141+ 0.29% |
$6.05K - $6.3K
|
49.4K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
64+ 1.1% |
$2.75K - $2.86K
|
5.86K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 0.45% |
$944 - $984
|
4.89K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1+ 0.87% |
$42.9 - $44.7
|
116
$4.97K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-49- 0.31% |
$2.1K - $2.19K
|
15.8K
$677K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-72- 0.36% |
$3.09K - $3.22K
|
20.1K
$864K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-126- 10.75% |
$5.41K - $5.63K
|
1.05K
$44.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-131- 8.22% |
$5.62K - $5.86K
|
1.46K
$62.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-148- 0.53% |
$6.35K - $6.62K
|
27.9K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-234- 3.31% |
$10K - $10.5K
|
6.83K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-269- 5.03% |
$11.5K - $12K
|
5.08K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-366- 4.18% |
$15.7K - $16.4K
|
8.39K
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-437- 7.24% |
$18.8K - $19.5K
|
5.6K
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-497- 8.78% |
$21.3K - $22.2K
|
5.17K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-550- 2.06% |
$23.6K - $24.6K
|
26.1K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-648- 3.07% |
$27.8K - $29K
|
20.4K
$876K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-703- 5.93% |
$30.2K - $31.4K
|
11.2K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-896- 4.64% |
$38.5K - $40.1K
|
18.4K
$789K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.85K- 23.39% |
$79.6K - $82.9K
|
6.07K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.25K- 4.36% |
$225K - $235K
|
115K
$4.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-13.9K- 14.16% |
$596K - $621K
|
84.2K
$3.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-63.2K- 33.34% |
$2.71M - $2.82M
|
126K
$5.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-102K- 88.82% |
$4.36M - $4.55M
|
12.8K
$549K
|