Purchases and Sales Made in Q2 2025 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
268KNew |
$11.1M - $12.3M
|
268K
$12.7M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
98.1KNew |
$4.08M - $4.52M
|
98.1K
$4.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
85.2K+ 452.08% |
$3.54M - $3.92M
|
104K
$4.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
75.9K+ 17.78% |
$3.16M - $3.5M
|
503K
$23.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.5K+ 441.91% |
$1.56M - $1.72M
|
45.9K
$2.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30.3K+ 2551.73% |
$1.26M - $1.39M
|
31.5K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
27.3KNew |
$1.14M - $1.26M
|
27.3K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3K+ 69.05% |
$844K - $935K
|
49.7K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.8K+ 18.26% |
$822K - $910K
|
128K
$6.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.2K+ 77.73% |
$756K - $838K
|
41.6K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.8K+ 6.74% |
$739K - $819K
|
282K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.9K+ 176.3% |
$661K - $732K
|
24.9K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.8KNew |
$533K - $590K
|
12.8K
$609K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 15.46% |
$520K - $576K
|
93.4K
$4.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.2KNew |
$508K - $563K
|
12.2K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 170.76% |
$506K - $561K
|
19.3K
$918K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12KNew |
$500K - $554K
|
12K
$572K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2K+ 7.26% |
$466K - $517K
|
166K
$7.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2K+ 149.62% |
$464K - $514K
|
18.6K
$885K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.9K+ 9.81% |
$454K - $503K
|
122K
$5.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 4.57% |
$421K - $466K
|
232K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.58KNew |
$398K - $441K
|
9.58K
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.16K+ 30.91% |
$381K - $422K
|
38.8K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
8.75K+ 10.39% |
$364K - $403K
|
93K
$4.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
8.15K+ 13.5% |
$338K - $375K
|
68.5K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.96KNew |
$289K - $321K
|
6.96K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.35K+ 2.32% |
$264K - $292K
|
280K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.89KNew |
$245K - $271K
|
5.89K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.51K+ 35.85% |
$229K - $254K
|
20.9K
$992K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.39KNew |
$224K - $248K
|
5.39K
$256K
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
5.36KNew |
$223K - $247K
|
5.36K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.36KNew |
$223K - $247K
|
5.36K
$254K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.1K+ 28.56% |
$212K - $235K
|
23K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5KNew |
$208K - $230K
|
5K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.95K+ 39.14% |
$206K - $228K
|
17.6K
$836K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.89KNew |
$203K - $225K
|
4.89K
$232K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4.81KNew |
$200K - $221K
|
4.81K
$228K
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
BUY
|
- |
4.81KNew |
$200K - $221K
|
4.81K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.8K+ 3.52% |
$199K - $221K
|
141K
$6.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.68KNew |
$195K - $216K
|
4.68K
$222K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.5KNew |
$187K - $207K
|
4.5K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.47KNew |
$186K - $206K
|
4.47K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.38KNew |
$182K - $202K
|
4.38K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.36KNew |
$181K - $201K
|
4.36K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.25K+ 33.03% |
$177K - $196K
|
17.1K
$814K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.07K+ 16.43% |
$169K - $187K
|
28.8K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.45K+ 8.66% |
$143K - $159K
|
43.2K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.25K+ 12.48% |
$135K - $149K
|
29.3K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.02K+ 19.79% |
$125K - $139K
|
18.3K
$867K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.98K+ 3.45% |
$124K - $137K
|
89.5K
$4.25M
|