Institutional Ownership Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $505 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
96,683
shares
|
$4.31 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
94,873
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
92,376
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
84,284
shares
|
$3.76 Million
0.46% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
80,610
shares
|
$3.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 29.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,526
shares
|
$3.59 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
71,076
shares
|
$3.17 Million
0.09% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
70,035
shares
|
$3.12 Million
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
67,024
shares
|
$2.99 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
65,913
shares
|
$2.94 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
60,874
shares
|
$2.71 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
59,345
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
55,242
shares
|
$2.46 Million
1.18% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
51,247
shares
|
$2.29 Million
1.6% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
50,860
shares
|
$2.27 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
45,330
shares
|
$2.02 Million
0.76% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
42,495
shares
|
$1.9 Million
0.24% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
41,822
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
41,487
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 69.2%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
41,393
shares
|
$1.85 Million
0.21% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,148
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,032
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
39,859
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
39,568
shares
|
$1.76 Million
0.34% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,196
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.59%
|