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 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1+ 0.87% |
$42.9 - $44.7
|
116
$5.22K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1New |
$42.9 - $44.7
|
1
$45
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.09% |
$42.9 - $44.7
|
1.17K
$52.7K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 1.71% |
$85.9 - $89.4
|
115
$5.18K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.15% |
$129 - $134
|
1.96K
$88.2K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 0.34% |
$258 - $268
|
1.75K
$79K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14- 0.17% |
$601 - $626
|
8.01K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-15- 0.16% |
$644 - $671
|
9.39K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-23- 0.41% |
$987 - $1.03K
|
5.6K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-49- 0.31% |
$2.1K - $2.19K
|
15.8K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-62- 0.04% |
$2.66K - $2.77K
|
160K
$7.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-72- 0.36% |
$3.09K - $3.22K
|
20.1K
$907K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-76- 2.21% |
$3.26K - $3.4K
|
3.36K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-92- 0.57% |
$3.95K - $4.11K
|
16.1K
$725K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-95- 1.07% |
$4.08K - $4.25K
|
8.8K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102- 1.18% |
$4.38K - $4.56K
|
8.54K
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-126- 10.75% |
$5.41K - $5.63K
|
1.05K
$47.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-131- 8.22% |
$5.62K - $5.86K
|
1.46K
$65.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-148- 0.53% |
$6.35K - $6.62K
|
27.9K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-174- 1.29% |
$7.47K - $7.78K
|
13.3K
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-202- 4.13% |
$8.67K - $9.03K
|
4.69K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-212- 1.2% |
$9.1K - $9.48K
|
17.5K
$788K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-216- 1.1% |
$9.27K - $9.66K
|
19.5K
$877K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-234- 3.31% |
$10K - $10.5K
|
6.83K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-237- 3.29% |
$10.2K - $10.6K
|
6.98K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-262- 50.0% |
$11.2K - $11.7K
|
262
$11.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-269- 5.03% |
$11.5K - $12K
|
5.08K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-272- 20.81% |
$11.7K - $12.2K
|
1.04K
$46.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-295- 7.86% |
$12.7K - $13.2K
|
3.46K
$156K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-311- 3.71% |
$13.4K - $13.9K
|
8.06K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-332- 3.67% |
$14.3K - $14.8K
|
8.71K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-354- 41.11% |
$15.2K - $15.8K
|
507
$22.8K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-358- 6.75% |
$15.4K - $16K
|
4.94K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-364- 5.9% |
$15.6K - $16.3K
|
5.81K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-366- 4.18% |
$15.7K - $16.4K
|
8.39K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-372- 51.31% |
$16K - $16.6K
|
353
$15.9K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-375- 2.1% |
$16.1K - $16.8K
|
17.5K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-379- 27.27% |
$16.3K - $16.9K
|
1.01K
$45.5K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-385- 1.53% |
$16.5K - $17.2K
|
24.7K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-405- 4.29% |
$17.4K - $18.1K
|
9.05K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-437- 7.24% |
$18.8K - $19.5K
|
5.6K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-446- 93.7% |
$19.1K - $19.9K
|
30
$1.35K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-466- 5.93% |
$20K - $20.8K
|
7.4K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-467- 61.05% |
$20K - $20.9K
|
298
$13.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-494- 37.03% |
$21.2K - $22.1K
|
840
$37.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-497- 8.78% |
$21.3K - $22.2K
|
5.17K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-510- 17.44% |
$21.9K - $22.8K
|
2.41K
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-517- 6.18% |
$22.2K - $23.1K
|
7.85K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-550- 2.06% |
$23.6K - $24.6K
|
26.1K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-550- 46.14% |
$23.6K - $24.6K
|
642
$28.9K
|