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 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.78K- 18.71% |
$74K - $82K
|
7.73K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.06K- 85.32% |
$85.8K - $95K
|
355
$16.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.09K- 14.29% |
$86.8K - $96.2K
|
12.5K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.28K- 0.9% |
$94.9K - $105K
|
251K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.52K- 0.9% |
$104K - $116K
|
278K
$13.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.89K- 25.89% |
$120K - $133K
|
8.27K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.93K- 9.29% |
$122K - $135K
|
28.6K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.3K- 1.91% |
$179K - $198K
|
222K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.82K- 0.48% |
$200K - $222K
|
991K
$47.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.12K- 29.26% |
$254K - $282K
|
14.8K
$702K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.29K- 31.25% |
$261K - $289K
|
13.8K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.34K- 8.99% |
$305K - $338K
|
74.3K
$3.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.31K- 64.89% |
$345K - $382K
|
4.49K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-12.5K- 41.34% |
$519K - $575K
|
17.7K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.5K- 14.91% |
$562K - $623K
|
77.2K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 51.93% |
$744K - $825K
|
16.6K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.8K- 37.74% |
$905K - $1M
|
35.9K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 20.48% |
$981K - $1.09M
|
91.6K
$4.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29.1K- 23.04% |
$1.21M - $1.34M
|
97.2K
$4.62M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-31K- 48.34% |
$1.29M - $1.43M
|
33.1K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-66.5K- 93.75% |
$2.76M - $3.06M
|
4.43K
$211K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-158K- 27.9% |
$6.57M - $7.28M
|
408K
$19.4M
|