Purchases and Sales Made in Q4 2024 in Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM) during Q4 2024. 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
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
114K
New
$4.97M - $5.16M
114K $5.03M
Jan 14, 2025 Q4 2024
Retireful, LLC

BUY
 -
101K
New
$4.38M - $4.54M
101K $4.43M
Jan 22, 2025 Q4 2024
Foundations Investment Advisors, LLC

BUY
 -
53K
+ 17.42%
$2.3M - $2.39M
357K $15.7M
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
45.6K
+ 67.98%
$1.98M - $2.05M
113K $4.95M
Jan 14, 2025 Q4 2024
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
27.7K
+ 133.07%
$1.2M - $1.25M
48.6K $2.14M
Jan 16, 2025 Q4 2024
Life Plan Financial, LLC

Mankato, MN
BUY
 -
10.7K
+ 29.15%
$466K - $484K
47.6K $2.09M
Jan 13, 2025 Q4 2024
Ellenbecker Investment Group

BUY
 -
9.69K
+ 24.48%
$421K - $436K
49.3K $2.17M
Jan 21, 2025 Q4 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
8.76K
New
$380K - $395K
8.76K $385K
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.85K
New
$254K - $264K
5.85K $257K
Jan 08, 2025 Q4 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
5.66K
New
$246K - $255K
5.66K $249K
Jan 22, 2025 Q4 2024
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
3.91K
+ 49.24%
$170K - $176K
11.9K $521K
Jan 07, 2025 Q4 2024
Weaver Consulting Group

BUY
 -
2.24K
+ 1.42%
$97.2K - $101K
160K $7.04M
Jan 14, 2025 Q4 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.5K
+ 8.01%
$65.1K - $67.5K
20.2K $889K
Jan 16, 2025 Q4 2024
Royal Fund Management, LLC

BUY
 -
1.27K
+ 1.27%
$55.2K - $57.3K
102K $4.47M
Jan 15, 2025 Q4 2024
Mason & Associates, LLC

Newport News, VA
BUY
 -
1.24K
+ 11.62%
$53.6K - $55.6K
11.9K $522K
Jan 15, 2025 Q4 2024
Garrett Investment Advisors LLC

BUY
 -
1.07K
+ 22.63%
$46.4K - $48.2K
5.79K $255K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
991
+ 5.54%
$43K - $44.6K
18.9K $830K
Jan 21, 2025 Q4 2024
Patton Albertson Miller Group, LLC

BUY
 -
900
+ 2.15%
$39.1K - $40.5K
42.7K $1.88M
Jan 22, 2025 Q4 2024
Jim Saulnier & Associates, LLC

Fort Collins, CO
BUY
 -
886
+ 3.21%
$38.5K - $39.9K
28.5K $1.25M
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
600
+ 10.62%
$26.1K - $27K
6.25K $275K
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
571
+ 10.45%
$24.8K - $25.7K
6.04K $265K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
562
New
$24.4K - $25.3K
562 $24.7K
Jan 21, 2025 Q4 2024
Legacy Financial Group LLC

BUY
 -
383
+ 2.48%
$16.6K - $17.3K
15.8K $697K
Jan 13, 2025 Q4 2024
Tpg Financial Advisors, LLC

BUY
 -
365
+ 7.32%
$15.9K - $16.4K
5.35K $235K
Jan 21, 2025 Q4 2024
Fort Henry Capital, LLC

BUY
 -
340
+ 1.44%
$14.8K - $15.3K
24K $1.05M
Jan 14, 2025 Q4 2024
Smith Anglin Financial, LLC

BUY
 -
282
+ 0.55%
$12.3K - $12.7K
51.1K $2.25M
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
221
+ 1.24%
$9.6K - $9.96K
18.1K $794K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
102
+ 0.88%
$4.43K - $4.6K
11.7K $512K
Jan 15, 2025 Q4 2024
Empirical Asset Management, LLC

BUY
 -
95
+ 1.72%
$4.13K - $4.28K
5.62K $247K
Jan 13, 2025 Q4 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
89
+ 0.48%
$3.87K - $4.01K
18.5K $812K
Jan 17, 2025 Q4 2024
Beacon Investment Advisory Services, Inc.

BUY
 -
35
+ 0.2%
$1.52K - $1.58K
17.9K $786K
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
33
+ 0.58%
$1.43K - $1.49K
5.7K $251K
Jan 13, 2025 Q4 2024
Unique Wealth, LLC

Tampa, FL
BUY
 -
30
+ 0.34%
$1.3K - $1.35K
8.91K $392K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
22
+ 2.08%
$956 - $991
1.08K $47.5K
Jan 14, 2025 Q4 2024
Wolff Wiese Magana LLC

BUY
 -
8
+ 1.29%
$348 - $360
627 $27.6K
Jan 22, 2025 Q4 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
0
New
$0 - $0
0 $0
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-2
- -0.0%
$86.9 - $90.1
92.4K $4.06M
Jan 21, 2025 Q4 2024
Archford Capital Strategies, LLC

SELL
 -
-24
- 0.29%
$1.04K - $1.08K
8.36K $368K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

SELL
 -
-72
- 4.32%
$3.13K - $3.24K
1.59K $70.1K
Jan 14, 2025 Q4 2024
Ritholtz Wealth Management

SELL
 -
-191
- 0.9%
$8.3K - $8.6K
21.1K $927K
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
SELL
 -
-298
- 5.77%
$12.9K - $13.4K
4.87K $214K
Jan 17, 2025 Q4 2024
Marino, Stram & Associates LLC

SELL
 -
-476
- 2.64%
$20.7K - $21.4K
17.5K $772K
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
SELL
 -
-501
- 0.7%
$21.8K - $22.6K
70.6K $3.1M
Jan 15, 2025 Q4 2024
Rda Financial Network

SELL
 -
-900
- 3.27%
$39.1K - $40.5K
26.6K $1.17M
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

SELL
 -
-1.06K
- 24.33%
$45.9K - $47.6K
3.29K $144K
Jan 16, 2025 Q4 2024
Aspiriant, LLC

SELL
 -
-1.5K
- 4.81%
$65.1K - $67.5K
29.6K $1.3M
Jan 22, 2025 Q4 2024
Wealth Forward, LLC

Fargo, ND
SELL
 -
-1.76K
- 16.5%
$76.3K - $79.2K
8.89K $391K
Jan 21, 2025 Q4 2024
Rtd Financial Advisors, Inc.

SELL
 -
-3K
- 25.52%
$130K - $135K
8.76K $385K
Jan 13, 2025 Q4 2024
Brookstone Capital Management

SELL
 -
-15.7K
- 14.45%
$682K - $707K
92.9K $4.09M

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