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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.64K+ 48.36% |
$110K - $122K
|
8.11K
$385K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.63K+ 6.07% |
$109K - $121K
|
46K
$2.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.57K+ 1.84% |
$107K - $118K
|
142K
$6.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.51K+ 2.41% |
$104K - $116K
|
107K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.45K+ 26.8% |
$102K - $113K
|
11.6K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.24K+ 2.98% |
$93.1K - $103K
|
77.3K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.06K+ 0.75% |
$85.4K - $94.7K
|
277K
$13.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.05KNew |
$85.1K - $94.2K
|
2.05K
$97.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.86K+ 19.78% |
$77.2K - $85.5K
|
11.2K
$534K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.77K+ 9.01% |
$73.5K - $81.4K
|
21.4K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.65K+ 8.45% |
$68.4K - $75.8K
|
21.1K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.65KNew |
$68.3K - $75.7K
|
1.65K
$78.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.63K+ 20.32% |
$67.8K - $75.1K
|
9.66K
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 6.58% |
$54.9K - $60.9K
|
21.4K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.26K+ 25.44% |
$52.3K - $57.9K
|
6.2K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.23K+ 10.93% |
$50.9K - $56.4K
|
12.4K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.16KNew |
$48.3K - $53.5K
|
1.16K
$55.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.13KNew |
$47K - $52K
|
1.13K
$53.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.11K+ 18.7% |
$46.2K - $51.2K
|
7.06K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.09K+ 0.55% |
$45.2K - $50K
|
200K
$9.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.03KNew |
$42.9K - $47.5K
|
1.03K
$49K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
981+ 11.48% |
$40.8K - $45.2K
|
9.53K
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
891+ 85.18% |
$37K - $41K
|
1.94K
$92K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
864+ 4.54% |
$35.9K - $39.8K
|
19.9K
$944K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
803+ 3.25% |
$33.4K - $37K
|
25.5K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
704+ 3.59% |
$29.3K - $32.4K
|
20.3K
$965K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
598+ 3.79% |
$24.8K - $27.5K
|
16.4K
$778K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
597+ 1.21% |
$24.8K - $27.5K
|
50K
$2.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
595+ 2.95% |
$24.7K - $27.4K
|
20.7K
$985K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
574+ 1007.02% |
$23.8K - $26.4K
|
631
$30K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
570+ 191.28% |
$23.7K - $26.2K
|
868
$41.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
540+ 3.09% |
$22.4K - $24.9K
|
18K
$856K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
523+ 7.07% |
$21.7K - $24.1K
|
7.92K
$376K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
506+ 9.83% |
$21K - $23.3K
|
5.66K
$269K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
470New |
$19.5K - $21.6K
|
470
$22.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
457+ 7.53% |
$19K - $21K
|
6.53K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
450+ 8.21% |
$18.7K - $20.7K
|
5.93K
$282K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
397+ 47.26% |
$16.5K - $18.3K
|
1.24K
$58.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
371New |
$15.4K - $17.1K
|
371
$17.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
364+ 7.05% |
$15.1K - $16.8K
|
5.53K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
355+ 507.14% |
$14.8K - $16.3K
|
425
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
323+ 9.34% |
$13.4K - $14.9K
|
3.78K
$180K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
252+ 2.46% |
$10.5K - $11.6K
|
10.5K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239New |
$9.93K - $11K
|
239
$11.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
238+ 6.49% |
$9.89K - $11K
|
3.91K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
231+ 1.09% |
$9.6K - $10.6K
|
21.5K
$1.02M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
230+ 2.68% |
$9.56K - $10.6K
|
8.8K
$418K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
197+ 0.29% |
$8.19K - $9.07K
|
69.3K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
158+ 1.44% |
$6.56K - $7.27K
|
11.2K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
148+ 0.78% |
$6.15K - $6.81K
|
19.2K
$911K
|