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iShares Core Moderate Allocation ETF (AOM) Institutional Ownership

iShares Core Moderate Allocation ETF logo
$43.85
+0.01 (+0.02%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$192.96M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$25.10M
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AOM Institutional Buying and Selling by Quarter

iShares Core Moderate Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Mesirow Financial Investment Management Inc.13,968$630K0.0%N/A0.043%
11/1/2024Atria Investments Inc4,862$219K0.0%-5.3%0.015%
10/31/2024 Weitzel Financial Services Inc.269,991$12.16M5.7%+2.5%0.832%
10/31/2024 Financial Enhancement Group LLC20,844$940K0.2%-65.2%0.064%
10/31/2024 Consilium Wealth Advisory LLC96,683$4.36M2.4%-0.2%0.298%
10/31/2024 Concurrent Investment Advisors LLC5,448$246K0.0%+13.2%0.017%
10/30/2024 Ameritas Advisory Services LLC67,024$3.02M0.1%-0.9%0.207%
10/28/2024 Focus Financial Network Inc.168,102$7.58M0.3%+67.0%0.518%
10/28/2024 Wealth Forward LLC10,651$480K0.3%-6.5%0.033%
10/25/2024 SteelPeak Wealth LLC17,566$792K0.0%+1.6%0.054%
10/25/2024 Mutual Advisors LLC71,076$3.14M0.1%+3.5%0.219%
10/25/2024 Lodestar Private Asset Management LLC84,284$3.80M0.5%+0.9%0.260%
10/25/2024 Worth Financial Advisory Group LLC6,656$300K0.2%+35.1%0.021%
10/24/2024 J.W. Cole Advisors Inc.13,045$588K0.0%-10.4%0.040%
10/24/2024 Kavar Capital Partners Group LLC269,074$12.14M1.9%N/A0.829%
10/24/2024 Wealth Enhancement Advisory Services LLC92,376$4.17M0.0%+0.3%0.285%
10/23/2024 Silver Oak Securities Incorporated13,422$606K0.1%+16.2%0.041%
10/23/2024 CENTRAL TRUST Co9,586$432K0.0%+9.3%0.030%
10/22/2024 International Assets Investment Management LLC99,242$4.48M0.0%+1,808.5%0.306%
10/22/2024 Plan Group Financial LLC27,344$1.23M0.7%-6.2%0.084%
10/22/2024 Tempus Wealth Planning LLC8,957$404K0.1%+8.6%0.028%
10/21/2024 Foundations Investment Advisors LLC304,023$13.71M0.3%+11.3%0.937%
10/21/2024 Integrity Financial Corp WA13,418$605K0.4%-6.2%0.041%
10/17/2024Claro Advisors LLC17,515$790K0.1%N/A0.054%
10/17/2024Ellenbecker Investment Group39,568$1.79M0.3%+4.2%0.122%
10/17/2024 Heirloom Wealth Management7,940$358K0.1%-5.3%0.024%
10/16/2024 BOS Asset Management LLC4,532$204K0.1%N/A0.014%
10/16/2024 Legacy Financial Group LLC15,456$697K0.1%+4.0%0.048%
10/15/2024 Investment Advisory Group LLC130,380$5.88M2.0%+1.4%0.402%
10/15/2024 RDA Financial Network27,540$1.24M0.4%-2.0%0.085%
10/11/2024 Creative Planning6,884$311K0.0%N/A0.021%
10/10/2024 Concourse Financial Group Securities Inc.27,547$1.24M0.1%+7.0%0.085%
10/10/2024 Ritholtz Wealth Management21,269$959K0.0%-6.6%0.066%
10/10/2024 Fiduciary Financial Group LLC5,164$230K0.1%+12.2%0.016%
10/9/2024 Northstar Group Inc.19,292$870K0.2%-1.4%0.059%
10/9/2024 Syntrinsic LLC8,946$386K0.1%+4.0%0.028%
10/8/2024 Royal Fund Management LLC100,387$4.54M0.3%+18.1%0.309%
10/8/2024 Sovereign Financial Group Inc.18,713$844K0.2%+6.2%0.058%
10/8/2024 Brookstone Capital Management108,578$4.90M0.1%+0.7%0.335%
10/8/2024 Cardinal Point Capital Management ULC4,479$202K0.0%-8.0%0.014%
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10/4/2024 LifePlan Financial LLC36,835$1.66M1.4%-3.0%0.114%
9/11/2024 Summit Wealth Partners LLC18,865$811K0.2%+2.2%0.058%
8/26/2024Founders Financial Alliance LLC3,127$135K0.0%-10.4%0.010%
8/22/2024Cetera Investment Advisers81,689$3.51M0.0%-2.3%0.252%
8/21/2024Advisory Alpha LLC4,693$202K0.0%-18.2%0.014%
8/21/2024Truist Financial Corp97,727$4.20M0.0%-4.8%0.301%
8/16/2024NewEdge Advisors LLC23,733$1.02M0.0%+310.7%0.073%
8/15/2024AlTi Global Inc.115,137$4.95M0.1%-11.4%0.355%
8/14/2024Insigneo Advisory Services LLC27,000$1.16M0.1%N/A0.083%
8/13/2024AE Wealth Management LLC17,206$740K0.0%+4.3%0.053%
8/12/2024Mercer Global Advisors Inc. ADV13,079$563K0.0%-9.4%0.040%
8/9/2024Renaissance Technologies LLC19,500$839K0.0%-15.6%0.060%
8/8/2024 J.W. Cole Advisors Inc.14,566$626K0.0%+3.6%0.045%
8/8/2024 Prosperity Consulting Group LLC16,335$703K0.1%+57.7%0.050%
8/8/2024 Syntrinsic LLC8,606$354K0.1%-2.8%0.027%
8/8/2024LPL Financial LLC901,215$38.76M0.0%-3.0%2.777%
8/7/2024Ashton Thomas Private Wealth LLC676$29K0.0%N/A0.002%
8/6/2024 Ausdal Financial Partners Inc.14,544$626K0.1%-3.0%0.045%
8/6/2024 Weitzel Financial Services Inc.263,461$11.31M5.6%+3.6%0.812%
8/6/2024Gallacher Capital Management LLC17,404$749K0.4%+38.4%0.054%
8/6/2024Mosley Wealth Management13,089$563K0.5%N/A0.040%
8/5/2024Northwest Wealth Management LLC5,066$218K0.1%-10.9%0.016%
8/3/2024National Bank of Canada FI12,718$545K0.0%+135.9%0.039%
8/2/2024 Financial Enhancement Group LLC59,886$2.60M0.4%+146.3%0.185%
8/2/2024 Foundations Investment Advisors LLC273,153$11.75M0.3%N/A0.842%
8/2/2024Aveo Capital Partners LLC39,264$1.69M0.2%-0.6%0.121%
8/1/2024 Consilium Wealth Advisory LLC96,910$4.17M2.3%-1.1%0.299%
8/1/2024 Ritholtz Wealth Management22,764$979K0.0%-3.0%0.070%
7/31/2024 Investment Advisory Group LLC128,525$5.53M2.1%-0.3%0.396%
7/31/2024Taylor Financial Group Inc.47,299$2.03M1.6%+9.8%0.146%
7/31/2024Commonwealth Equity Services LLC162,698$7.00M0.0%+21.0%0.501%
7/31/2024 IFG Advisory LLC6,335$272K0.0%N/A0.020%
7/31/2024 Concurrent Investment Advisors LLC4,812$207K0.0%N/A0.015%
7/30/2024 Integrity Financial Corp WA14,303$615K0.4%-3.0%0.044%
7/30/2024 Lodestar Private Asset Management LLC83,513$3.59M0.5%+5.0%0.257%
7/30/2024 Global Financial Private Client LLC18,313$788K0.3%+2.1%0.056%
7/29/2024 Ameritas Advisory Services LLC67,620$2.91M0.1%-16.9%0.208%
7/29/2024 Financial Advocates Investment Management60,888$2.62M0.2%+1.7%0.188%
7/26/2024 Beacon Financial Advisory LLC45,249$1.95M0.7%-9.4%0.139%
7/26/2024 Cambridge Investment Research Advisors Inc.159,947$6.88M0.0%-3.4%0.493%
7/26/2024Signature Estate & Investment Advisors LLC4,995$215K0.0%N/A0.015%
7/26/2024 Salomon & Ludwin LLC1,825$78K0.0%-52.8%0.006%
7/25/2024 Tempus Wealth Planning LLC8,250$355K0.1%N/A0.025%
7/25/2024 SimpliFi Inc.8,999$387K0.2%-22.8%0.028%
7/25/2024 Clear Creek Financial Management LLC15,222$655K0.1%+5.5%0.047%
7/25/2024 RFP Financial Group LLC3,073$132K0.0%-31.1%0.009%
7/23/2024 Concourse Financial Group Securities Inc.25,736$1.11M0.1%+45.2%0.079%
7/22/2024Atria Wealth Solutions Inc.18,319$788K0.0%+1.4%0.056%
7/22/2024Onyx Bridge Wealth Group LLC65,996$2.84M0.5%+9.1%0.203%
7/22/2024 Focus Financial Network Inc.100,673$4.39M0.2%-34.4%0.310%
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7/20/2024 Milestone Asset Management LLC19,820$852K0.2%+9.4%0.061%
7/19/2024 Wealth Forward LLC11,395$490K0.4%-5.2%0.035%
7/19/2024Raymond James & Associates34,885$1.50M0.0%+9.3%0.108%
7/18/2024 Brookstone Capital Management107,770$4.70M0.1%-9.6%0.332%
7/18/2024 Royal Fund Management LLC85,027$3.67M0.3%+2.6%0.262%
7/18/2024 Marino Stram & Associates LLC18,016$775K0.2%+6.6%0.056%
7/18/2024 Fiduciary Financial Group LLC4,603$201K0.0%N/A0.014%
7/17/2024 Archford Capital Strategies LLC8,726$375K0.1%-7.1%0.027%
7/17/2024 SteelPeak Wealth LLC17,289$744K0.0%+2.2%0.053%
7/16/2024TRUE Private Wealth Advisors41,614$1.79M0.2%+4.0%0.128%
(Data available from 1/1/2016 forward)

AOM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOM shares?

During the previous two years, 227 institutional investors and hedge funds held shares of iShares Core Moderate Allocation ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($40.75M), LPL Financial LLC ($38.76M), Foundations Investment Advisors LLC ($13.71M), Weitzel Financial Services Inc. ($12.16M), Kavar Capital Partners Group LLC ($12.14M), Osaic Holdings Inc. ($11.21M), and Tiedemann Advisors LLC ($10.93M).Learn more on AOM's institutional investors.

Which institutional investors have been buying iShares Core Moderate Allocation ETF stock?

Of the 176 institutional investors that purchased iShares Core Moderate Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arden Trust Co ($1.26M), Raymond James & Associates ($1.00M), Wells Fargo & Company MN ($764.81K), International Assets Investment Management LLC ($390.49K), Foundations Investment Advisors LLC ($323.64K), Kavar Capital Partners Group LLC ($269.07K), and Wealthspire Advisors LLC ($253.98K).

How much institutional buying is happening at iShares Core Moderate Allocation ETF?

Institutional investors have bought a total of 7,115,532 shares in the last 24 months. This purchase volume represents approximately $290.50M in transactions.

Which iShares Core Moderate Allocation ETF major shareholders have been selling company stock?

Of the 133 institutional investors that sold iShares Core Moderate Allocation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arden Trust Co ($1.27M), Raymond James & Associates ($1.12M), Tiedemann Advisors LLC ($1.04M), Patton Albertson Miller Group LLC ($125.87K), Osaic Holdings Inc. ($109.50K), Raymond James Financial Services Advisors Inc. ($102.50K), and J.W. Cole Advisors Inc. ($95.18K).

How much institutional selling is happening at iShares Core Moderate Allocation ETF?

Institutional investors have sold a total of 4,881,244 shares in the last 24 months. This volume of shares sold represents approximately $196.23M in transactions.


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This page (NYSEARCA:AOM) was last updated on 11/2/2024 by MarketBeat.com Staff
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