Free Trial
→ Now I look stupid. Real stupid... (From Porter & Company) (Ad) Buy AOM Stock  Free AOM Stock Alerts

iShares Core 40/60 Moderate Allocation ETF (AOM) Institutional Ownership

iShares Core 40/60 Moderate Allocation ETF logo
$43.24 -0.66 (-1.50%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Number of
Institutional Buyers
(last 12 months)
159
Total
Institutional Inflows
(last 12 months)
$218.60M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$28.31M
Get AOM Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core 40/60 Moderate Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AOM Institutional Buying and Selling by Quarter

Remove Ads

iShares Core 40/60 Moderate Allocation ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/22/2025American Trust165,906$7.21M0.5%N/A0.511%
2/21/2025Gould Capital LLC1,670$73K0.1%+21.9%0.005%
2/18/2025GTS Securities LLC7,728$336K0.0%-12.5%0.024%
2/18/2025McIlrath & Eck LLC1,759$76K0.0%-60.1%0.005%
2/18/2025Focus Partners Advisor Solutions LLC4,809$209K0.0%-32.2%0.015%
2/17/2025Waverly Advisors LLC73,281$3.18M0.0%+4.6%0.226%
2/17/2025Weitzel Financial Services Inc.274,150$11.93M5.6%+1.5%0.845%
2/17/2025Sentinus LLC17,075$742K0.2%-41.2%0.053%
2/17/2025Royal Bank of Canada318,442$13.83M0.0%+9.5%0.981%
2/17/2025NorthRock Partners LLC7,025$305K0.0%N/A0.022%
2/17/2025Focus Partners Wealth33,321$1.45M0.0%N/A0.103%
2/17/2025CoreCap Advisors LLC3,755$163K0.0%+21.0%0.012%
2/17/2025Cetera Investment Advisers93,929$4.08M0.0%-1.0%0.289%
2/17/2025Captrust Financial Advisors10,318$448K0.0%+81.9%0.032%
2/17/2025Bank of America Corp DE187,702$8.15M0.0%+0.5%0.578%
2/17/2025Ameriprise Financial Inc.402,658$17.49M0.0%+57.3%1.241%
2/17/2025AlTi Global Inc.71,133$3.09M0.1%-11.8%0.219%
2/14/2025Mercer Global Advisors Inc. ADV6,172$268K0.0%+8.0%0.019%
2/14/2025Comerica Bank5,148$224K0.0%+241.6%0.016%
2/14/2025Bellwether Advisors LLC725$31K0.0%N/A0.002%
2/14/2025Prosperity Consulting Group LLC19,872$863K0.1%-2.4%0.061%
2/14/2025Eight 31 Financial LLC115,214$5.01M3.8%-0.5%0.355%
2/14/2025Integrated Wealth Concepts LLC10,749$467K0.0%+9.7%0.033%
2/14/2025IHT Wealth Management LLC8,639$375K0.0%-42.9%0.027%
2/14/2025Stifel Financial Corp31,194$1.36M0.0%+215.4%0.096%
2/14/2025Transce3nd LLC1,261$55K0.0%N/A0.004%
2/14/2025GeoWealth Management LLC33,306$1.45M0.0%+18.6%0.103%
2/14/2025Concourse Financial Group Securities Inc.29,522$1.30M0.1%+7.2%0.091%
2/14/2025Adams Wealth Management5,135$223K0.0%+10.2%0.016%
2/13/2025Zacks Investment Management7,435$323K0.0%N/A0.023%
2/13/2025NewEdge Advisors LLC21,415$930K0.0%-6.8%0.066%
2/13/2025Insigneo Advisory Services LLC28,006$1.22M0.1%+3.7%0.086%
2/13/2025United Capital Financial Advisors LLC9,451$411K0.0%+12.3%0.029%
2/13/2025CacheTech Inc.5,135$223K0.0%+10.2%0.016%
2/13/2025Sagespring Wealth Partners LLC7,063$307K0.0%N/A0.022%
2/13/2025Scotia Capital Inc.5,484$238K0.0%N/A0.017%
2/13/2025TRUE Private Wealth Advisors58,337$2.53M0.3%+37.3%0.180%
2/13/2025Raymond James Financial Inc.735,114$31.93M0.0%N/A2.265%
2/13/2025Advisory Services Network LLC12,733$553K0.0%+63.6%0.039%
2/13/2025Renaissance Technologies LLC8,300$361K0.0%-62.9%0.026%
America’s Retirement Accounts Are at Risk—Here’s Why (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
2/13/2025Bank of Montreal Can7,214$313K0.0%+8.7%0.022%
2/13/2025Envestnet Asset Management Inc.41,854$1.82M0.0%+0.9%0.129%
2/13/2025Wells Fargo & Company MN969,069$42.10M0.0%+317.6%2.986%
2/12/2025World Investment Advisors15,238$662K0.0%+21.4%0.047%
2/12/2025Nicolet Advisory Services LLC8,372$359K0.0%-3.5%0.026%
2/12/2025National Bank of Canada FI14,993$651K0.0%+51.7%0.046%
2/12/2025Life Planning Partners Inc31,277$1.36M0.2%N/A0.096%
2/12/2025Tucker Asset Management LLC2,040$89K0.0%N/A0.006%
2/12/2025Orion Portfolio Solutions LLC10,630$462K0.0%N/A0.033%
2/12/2025JPMorgan Chase & Co.18,011$782K0.0%-46.2%0.056%
2/12/2025Ausdal Financial Partners Inc.14,164$615K0.1%-1.7%0.044%
2/11/2025Signature Estate & Investment Advisors LLC4,610$200K0.0%-5.5%0.014%
2/11/2025Syverson Strege & Co6,893$299K0.1%-12.1%0.021%
2/11/2025LPL Financial LLC949,981$41.27M0.0%+1.2%2.928%
2/11/2025Mosley Wealth Management11,457$505K0.3%-6.3%0.035%
2/11/2025Runnymede Capital Advisors Inc.902$39K0.0%N/A0.003%
2/11/2025HUB Investment Partners LLC254,693$11.06M0.5%+9.6%0.785%
2/10/2025Taylor Financial Group Inc.54,452$2.37M1.6%+6.3%0.168%
2/10/2025Axxcess Wealth Management LLC55,802$2.42M0.1%+647.6%0.172%
2/10/2025GWN Securities Inc.8,533$371K0.1%N/A0.026%
2/10/2025Gallacher Capital Management LLC25,110$1.09M0.5%+23.1%0.077%
2/10/2025Harbour Investments Inc.26,793$1.16M0.0%-3.9%0.083%
2/10/2025Commonwealth Equity Services LLC145,594$6.33M0.0%-1.5%0.449%
2/10/2025Avantax Advisory Services Inc.21,572$937K0.0%-1.2%0.066%
2/10/2025Farther Finance Advisors LLC1,172$51K0.0%+551.1%0.004%
2/7/2025HighTower Advisors LLC18,570$807K0.0%-8.3%0.057%
2/7/2025Founders Financial Alliance LLC1,961$85K0.0%-34.5%0.006%
2/7/2025Independent Advisor Alliance5,911$257K0.0%N/A0.018%
2/7/2025Mesirow Financial Investment Management Inc.14,220$618K0.0%+1.8%0.044%
2/6/2025Raymond James Financial Inc.735,114$31.93M0.0%N/A2.265%
2/6/2025Atria Investments Inc9,513$413K0.0%+95.7%0.029%
2/6/2025Assetmark Inc.765$33K0.0%+118.6%0.002%
2/6/2025NewSquare Capital LLC2,880$125K0.0%N/A0.009%
2/6/2025Steward Partners Investment Advisory LLC18,081$785K0.0%+51.1%0.056%
2/6/2025Jones Financial Companies Lllp8,307$361K0.0%+10.3%0.026%
2/5/2025SRS Capital Advisors Inc.8,002$348K0.0%+8.9%0.025%
2/5/2025BlueStem Wealth Partners LLC35,029$1.52M0.2%N/A0.108%
2/5/2025Consilium Wealth Advisory LLC98,104$4.26M2.0%+1.5%0.302%
2/5/2025Oppenheimer Asset Management Inc.21,668$941K0.0%N/A0.067%
2/5/2025MKD Wealth Coaches LLC7,925$344K0.3%N/A0.024%
2/5/2025Armstrong Fleming & Moore Inc13,961$606K0.4%+1.8%0.043%
2/3/2025Sigma Planning Corp22,590$981K0.0%+9.0%0.070%
2/3/2025Private Advisor Group LLC12,917$561K0.0%+38.6%0.040%
1/31/2025Global Retirement Partners LLC2,610$113K0.0%+32.8%0.008%
1/31/2025Plan Group Financial LLC18,179$790K0.4%-33.5%0.056%
1/31/2025Atria Wealth Solutions Inc.21,896$951K0.0%+8.8%0.067%
1/31/2025Truist Financial Corp95,097$4.13M0.0%-2.2%0.293%
1/31/2025J.W. Cole Advisors Inc.9,649$419K0.0%-26.0%0.030%
1/30/2025Congress Asset Management Co.12,293$534K0.0%N/A0.038%
1/30/2025Aveo Capital Partners LLC42,455$1.84M0.2%+2.6%0.131%
America’s Retirement Accounts Are at Risk—Here’s Why (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
1/30/2025Compass Financial Group INC SD4,723$205K0.0%-7.1%0.015%
1/30/2025Bright Futures Wealth Management LLC.7,472$329K0.3%+4.3%0.023%
1/30/2025Life Planning Partners Inc31,277$1.36M0.0%N/A0.096%
1/29/2025Gladstone Institutional Advisory LLC9,447$410K0.0%N/A0.029%
1/29/2025Stonebridge Financial Group LLC4,890$212K0.0%N/A0.015%
1/29/2025Focus Financial Network Inc.189,506$8.23M0.3%+12.7%0.584%
1/29/2025Cornerstone Planning Group LLC3,898$171K0.0%+22.2%0.012%
1/29/2025Comprehensive Financial Planning Inc. PA1,170$51K0.0%N/A0.004%
1/28/2025RFP Financial Group LLC5,712$248K0.1%N/A0.018%
1/28/2025WestEnd Advisors LLC2,524$110K0.0%N/A0.008%
(Data available from 1/1/2016 forward)

Remove Ads

AOM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOM shares?

During the previous two years, 275 institutional investors and hedge funds held shares of iShares Core 40/60 Moderate Allocation ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($42.10M), LPL Financial LLC ($41.27M), Raymond James Financial Inc. ($31.93M), Ameriprise Financial Inc. ($17.49M), Foundations Investment Advisors LLC ($15.51M), Royal Bank of Canada ($13.83M), and Kavar Capital Partners Group LLC ($12.14M).Learn more on AOM's institutional investors.

Which institutional investors have been buying iShares Core 40/60 Moderate Allocation ETF stock?

Of the 225 institutional investors that purchased iShares Core 40/60 Moderate Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($1.50M), Raymond James Financial Inc. ($1.47M), Raymond James & Associates ($1.00M), International Assets Investment Management LLC ($390.49K), Foundations Investment Advisors LLC ($376.61K), Kavar Capital Partners Group LLC ($269.07K), and Wealthspire Advisors LLC ($253.98K).

How much institutional buying is happening at iShares Core 40/60 Moderate Allocation ETF?

Institutional investors have bought a total of 9,113,011 shares in the last 24 months. This purchase volume represents approximately $385.79M in transactions.

Which iShares Core 40/60 Moderate Allocation ETF major shareholders have been selling company stock?

Of the 153 institutional investors that sold iShares Core 40/60 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), Jane Street Group LLC ($113.03K), Osaic Holdings Inc. ($109.50K), and Raymond James Financial Services Advisors Inc. ($102.50K).

How much institutional selling is happening at iShares Core 40/60 Moderate Allocation ETF?

Institutional investors have sold a total of 5,096,517 shares in the last 24 months. This volume of shares sold represents approximately $206.13M in transactions.


Related Companies

This page (NYSEARCA:AOM) was last updated on 4/3/2025 by MarketBeat.com Staff
From Our Partners
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to h...
InvestorPlace | Sponsored
New “Trump” currency proposed in DC
After a massive run-up – tech stocks are crashing. And as you’d suspect, the rich and powerful got out firs...
Paradigm Press | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Trump’s Secret Weapon
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored