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 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-35- 0.24% |
$1.45K - $1.61K
|
14.3K
$679K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-42- 8.28% |
$1.75K - $1.93K
|
465
$22.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-54- 0.31% |
$2.24K - $2.49K
|
17.5K
$831K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-59- 1.05% |
$2.45K - $2.72K
|
5.54K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-76- 2.26% |
$3.16K - $3.5K
|
3.29K
$156K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-97- 5.88% |
$4.03K - $4.47K
|
1.55K
$73.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-116- 1.45% |
$4.82K - $5.34K
|
7.89K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 0.83% |
$6.73K - $7.46K
|
19.4K
$921K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-165- 1.82% |
$6.86K - $7.6K
|
8.88K
$422K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-172- 3.43% |
$7.15K - $7.92K
|
4.85K
$230K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-175- 0.67% |
$7.27K - $8.06K
|
25.9K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-180- 3.54% |
$7.48K - $8.29K
|
4.9K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-195- 60.37% |
$8.1K - $8.98K
|
128
$6.08K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-204- 0.6% |
$8.48K - $9.39K
|
34K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-215- 33.49% |
$8.93K - $9.9K
|
427
$20.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-265- 10.15% |
$11K - $12.2K
|
2.35K
$111K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-306- 1.66% |
$12.7K - $14.1K
|
18.1K
$860K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-318- 3.65% |
$13.2K - $14.6K
|
8.39K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-337- 0.89% |
$14K - $15.5K
|
37.6K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-346- 7.82% |
$14.4K - $15.9K
|
4.08K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-347- 4.3% |
$14.4K - $16K
|
7.71K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-398- 0.52% |
$16.5K - $18.3K
|
76.1K
$3.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-421- 8.79% |
$17.5K - $19.4K
|
4.37K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-438- 5.58% |
$18.2K - $20.2K
|
7.41K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-443- 7.56% |
$18.4K - $20.4K
|
5.41K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-468- 4.49% |
$19.4K - $21.5K
|
9.95K
$473K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-471- 2.84% |
$19.6K - $21.7K
|
16.1K
$765K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-531- 22.0% |
$22.1K - $24.4K
|
1.88K
$89.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-536- 40.54% |
$22.3K - $24.7K
|
786
$37.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-563- 3.22% |
$23.4K - $25.9K
|
16.9K
$805K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-571- 17.68% |
$23.7K - $26.3K
|
2.66K
$126K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-578- 4.18% |
$24K - $26.6K
|
13.2K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-599- 7.02% |
$24.9K - $27.6K
|
7.94K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-643- 10.39% |
$26.7K - $29.6K
|
5.54K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-724- 1.64% |
$30.1K - $33.3K
|
43.5K
$2.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-731- 3.58% |
$30.4K - $33.7K
|
19.7K
$936K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-750- 78.95% |
$31.2K - $34.5K
|
200
$9.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-821- 6.18% |
$34.1K - $37.8K
|
12.5K
$592K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-840- 12.04% |
$34.9K - $38.7K
|
6.14K
$292K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-854- 3.0% |
$35.5K - $39.3K
|
27.7K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-886- 8.05% |
$36.8K - $40.8K
|
10.1K
$481K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-913- 18.8% |
$37.9K - $42K
|
3.94K
$187K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.12K- 2.15% |
$46.6K - $51.6K
|
51.1K
$2.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.3K- 8.34% |
$54K - $59.9K
|
14.3K
$679K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.34K- 56.86% |
$55.8K - $61.8K
|
1.02K
$48.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.46K- 8.61% |
$60.6K - $67.1K
|
15.5K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-1.58K- 94.31% |
$65.4K - $72.5K
|
95
$4.51K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.63K- 25.12% |
$67.6K - $74.9K
|
4.85K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.69K- 2.81% |
$70.2K - $77.8K
|
58.5K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.77K- 41.21% |
$73.6K - $81.5K
|
2.53K
$120K
|