Purchases and Sales Made in Q3 2025 in Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
48KNew |
$2.18M - $2.28M
|
48K
$2.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
11.2K+ 4.04% |
$509K - $534K
|
289K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
6.49K+ 12.99% |
$295K - $309K
|
56.5K
$2.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
6.43K+ 16.58% |
$292K - $306K
|
45.2K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.34KNew |
$197K - $207K
|
4.34K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.43K+ 2.42% |
$156K - $163K
|
145K
$6.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.56K+ 58.69% |
$116K - $122K
|
6.93K
$329K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.31K+ 6.12% |
$59.5K - $62.4K
|
22.7K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.29K+ 15.68% |
$58.7K - $61.5K
|
9.53K
$453K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 92.81% |
$52.1K - $54.7K
|
2.39K
$113K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
894+ 7.31% |
$40.6K - $42.6K
|
13.1K
$623K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
763+ 19.35% |
$34.6K - $36.3K
|
4.71K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
697+ 0.75% |
$31.6K - $33.2K
|
93.7K
$4.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
636+ 3.16% |
$28.9K - $30.3K
|
20.7K
$985K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
297+ 3.08% |
$13.5K - $14.1K
|
9.95K
$473K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
257+ 6.79% |
$11.7K - $12.2K
|
4.04K
$192K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
249+ 4.6% |
$11.3K - $11.9K
|
5.66K
$269K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
189+ 8.06% |
$8.58K - $9K
|
2.53K
$120K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
187+ 0.9% |
$8.49K - $8.9K
|
20.9K
$994K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
181+ 3.27% |
$8.22K - $8.62K
|
5.71K
$271K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
130+ 0.71% |
$5.9K - $6.19K
|
18.4K
$873K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
119+ 2.1% |
$5.4K - $5.67K
|
5.79K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
111+ 0.5% |
$5.04K - $5.28K
|
22.1K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
109+ 2.22% |
$4.95K - $5.19K
|
5.02K
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
71+ 0.77% |
$3.22K - $3.38K
|
9.25K
$439K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
30+ 0.83% |
$1.36K - $1.43K
|
3.66K
$174K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 1.88% |
$1.27K - $1.33K
|
1.52K
$72K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
26+ 0.55% |
$1.18K - $1.24K
|
4.73K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.71% |
$863 - $905
|
2.68K
$127K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.14% |
$545 - $571
|
8.78K
$417K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8+ 0.17% |
$363 - $381
|
4.82K
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5+ 45.45% |
$227 - $238
|
16
$760
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$90.8 - $95.2
|
7.89K
$375K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.7% |
$90.8 - $95.2
|
286
$13.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1+ 0.02% |
$45.4 - $47.6
|
4.5K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8- 0.05% |
$363 - $381
|
15.1K
$718K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-22- 5.15% |
$999 - $1.05K
|
405
$19.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-35- 1.39% |
$1.59K - $1.67K
|
2.49K
$118K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-36- 2.02% |
$1.63K - $1.71K
|
1.74K
$82.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-40Closed |
$1.82K - $1.9K
|
0
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-50- 43.48% |
$2.27K - $2.38K
|
65
$3.09K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-107- 0.75% |
$4.86K - $5.09K
|
14.2K
$674K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-131- 1.55% |
$5.95K - $6.24K
|
8.31K
$395K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-203- 1.13% |
$9.22K - $9.66K
|
17.8K
$847K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-400- 38.76% |
$18.2K - $19K
|
632
$30K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-454- 6.13% |
$20.6K - $21.6K
|
6.95K
$330K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-470Closed |
$21.3K - $22.4K
|
0
$0
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-500- 1.93% |
$22.7K - $23.8K
|
25.4K
$1.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-552- 8.46% |
$25.1K - $26.3K
|
5.98K
$284K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-561- 28.96% |
$25.5K - $26.7K
|
1.38K
$65.4K
|