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 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-553- 7.37% |
$23.7K - $24.7K
|
6.96K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-648- 3.07% |
$27.8K - $29K
|
20.4K
$920K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-703- 5.93% |
$30.2K - $31.4K
|
11.2K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-751- 9.39% |
$32.2K - $33.6K
|
7.25K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-786- 7.81% |
$33.7K - $35.1K
|
9.28K
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-800- 14.32% |
$34.3K - $35.8K
|
4.79K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-813- 4.14% |
$34.9K - $36.3K
|
18.8K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-830- 13.48% |
$35.6K - $37.1K
|
5.33K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-862- 51.07% |
$37K - $38.5K
|
826
$37.2K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-869- 13.72% |
$37.3K - $38.9K
|
5.47K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-896- 4.64% |
$38.5K - $40.1K
|
18.4K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-932- 8.21% |
$40K - $41.7K
|
10.4K
$469K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-996- 4.55% |
$42.8K - $44.5K
|
20.9K
$941K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-999- 11.56% |
$42.9K - $44.7K
|
7.64K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 9.11% |
$44.1K - $46K
|
10.3K
$462K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 2.47% |
$48K - $49.9K
|
44.2K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.3K- 12.6% |
$55.8K - $58.1K
|
9.02K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.35K- 12.85% |
$58K - $60.4K
|
9.16K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 15.43% |
$62.6K - $65.2K
|
7.99K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.47K- 2.08% |
$63.1K - $65.7K
|
69.1K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.47K- 6.82% |
$63.2K - $65.8K
|
20.1K
$905K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.48K- 8.93% |
$63.6K - $66.3K
|
15.1K
$681K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.61K- 8.83% |
$68.9K - $71.8K
|
16.6K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.7K- 9.94% |
$72.9K - $75.9K
|
15.4K
$693K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.85K- 23.39% |
$79.6K - $82.9K
|
6.07K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.96K- 8.18% |
$84.1K - $87.6K
|
22K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.29K- 3.81% |
$98.1K - $102K
|
57.7K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.38K- 11.1% |
$102K - $106K
|
19K
$857K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.47K- 10.92% |
$106K - $110K
|
20.1K
$906K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2.47K- 97.74% |
$106K - $110K
|
57
$2.57K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.22K- 25.28% |
$138K - $144K
|
9.51K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.3K- 27.87% |
$142K - $148K
|
8.55K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.31K- 27.84% |
$142K - $148K
|
8.57K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.31K- 18.33% |
$142K - $148K
|
14.8K
$665K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-3.49K- 9.97% |
$150K - $156K
|
31.5K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.61K- 33.62% |
$155K - $162K
|
7.14K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.18K- 81.2% |
$179K - $187K
|
968
$43.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.27K- 3.79% |
$183K - $191K
|
108K
$4.88M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.44K- 34.39% |
$191K - $199K
|
8.48K
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.94K- 5.19% |
$212K - $221K
|
90.2K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.25K- 4.36% |
$225K - $235K
|
115K
$5.19M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.48K- 4.45% |
$278K - $290K
|
139K
$6.27M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.93K- 33.31% |
$383K - $399K
|
17.9K
$805K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-9.59K- 20.16% |
$412K - $429K
|
38K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.3K- 12.11% |
$483K - $503K
|
81.6K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-13.9K- 14.16% |
$596K - $621K
|
84.2K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.3K- 58.72% |
$786K - $819K
|
12.9K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 12.19% |
$787K - $820K
|
132K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.5KClosed |
$1.27M - $1.32M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-41K- 57.57% |
$1.76M - $1.83M
|
30.2K
$1.36M
|