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 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.54KNew |
$66K - $68.8K
|
1.54K
$69.3K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.53K+ 4.01% |
$65.8K - $68.5K
|
39.8K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.24KNew |
$53.1K - $55.3K
|
1.24K
$55.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.2KNew |
$51.5K - $53.7K
|
1.2K
$54K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 3.58% |
$51.1K - $53.2K
|
34.5K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.19KNew |
$51.1K - $53.2K
|
1.19K
$53.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.08K+ 2.1% |
$46.1K - $48.1K
|
52.2K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
983+ 5.29% |
$42.2K - $43.9K
|
19.6K
$881K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
950New |
$40.8K - $42.5K
|
950
$42.8K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
900New |
$38.6K - $40.2K
|
900
$40.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
733+ 3.88% |
$31.5K - $32.8K
|
19.6K
$883K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
676+ 5.64% |
$29K - $30.2K
|
12.7K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
625+ 111.21% |
$26.8K - $27.9K
|
1.19K
$53.5K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
623+ 1.46% |
$26.7K - $27.9K
|
43.3K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
550+ 12.77% |
$23.6K - $24.6K
|
4.86K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
529+ 13.57% |
$22.7K - $23.7K
|
4.43K
$199K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
527+ 3.96% |
$22.6K - $23.6K
|
13.8K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
524New |
$22.5K - $23.4K
|
524
$23.6K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
479+ 10.26% |
$20.6K - $21.4K
|
5.15K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
475+ 8.32% |
$20.4K - $21.2K
|
6.19K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
460+ 3.25% |
$19.7K - $20.6K
|
14.6K
$659K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
385+ 11.72% |
$16.5K - $17.2K
|
3.67K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
379+ 5.5% |
$16.3K - $16.9K
|
7.27K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
369New |
$15.8K - $16.5K
|
369
$16.6K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
305+ 1.69% |
$13.1K - $13.6K
|
18.3K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
304+ 3.22% |
$13.1K - $13.6K
|
9.75K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
282New |
$12.1K - $12.6K
|
282
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
264New |
$11.3K - $11.8K
|
264
$11.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
234New |
$10K - $10.5K
|
234
$10.5K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
209New |
$8.97K - $9.34K
|
209
$9.41K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
157+ 2.1% |
$6.74K - $7.02K
|
7.63K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
145+ 2.16% |
$6.22K - $6.48K
|
6.84K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
141+ 0.29% |
$6.05K - $6.3K
|
49.4K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
100+ 0.7% |
$4.29K - $4.47K
|
14.3K
$645K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
72+ 0.86% |
$3.09K - $3.22K
|
8.41K
$379K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
70New |
$3.01K - $3.13K
|
70
$3.15K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
65New |
$2.79K - $2.91K
|
65
$2.93K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
64+ 1.1% |
$2.75K - $2.86K
|
5.86K
$264K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
61+ 4.84% |
$2.62K - $2.73K
|
1.32K
$59.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
51+ 0.47% |
$2.19K - $2.28K
|
11K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 0.8% |
$2.15K - $2.24K
|
6.3K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34+ 0.7% |
$1.46K - $1.52K
|
4.87K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$1.29K - $1.34K
|
30
$1.35K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 1.17% |
$1.29K - $1.34K
|
2.58K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.14% |
$1.07K - $1.12K
|
17.8K
$802K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 0.45% |
$944 - $984
|
4.89K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.05% |
$258 - $268
|
11.2K
$505K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4New |
$172 - $179
|
4
$180
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$172 - $179
|
4
$180
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$42.9 - $44.7
|
4.81K
$217K
|