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iShares Core Moderate Allocation ETF (AOM) Institutional Ownership

iShares Core Moderate Allocation ETF logo
$44.47 -0.24 (-0.54%)
As of 02/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$211.46M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$28.31M
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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
2/21/2025Gould Capital LLC1,670$73K0.1%+21.9%0.005%
2/18/2025 GTS Securities LLC7,728$336K0.0%-12.5%0.024%
2/18/2025 McIlrath & Eck LLC1,759$76K0.0%-60.1%0.005%
2/18/2025 Focus Partners Advisor Solutions LLC4,809$209K0.0%-32.2%0.015%
2/17/2025 Waverly Advisors LLC73,281$3.18M0.0%+4.6%0.226%
2/17/2025 Weitzel Financial Services Inc.274,150$11.93M5.6%+1.5%0.845%
2/17/2025 Sentinus LLC17,075$742K0.2%-41.2%0.053%
2/17/2025 Royal Bank of Canada318,442$13.83M0.0%+9.5%0.981%
2/17/2025 NorthRock Partners LLC7,025$305K0.0%N/A0.022%
2/17/2025 Focus Partners Wealth33,321$1.45M0.0%N/A0.103%
2/17/2025 CoreCap Advisors LLC3,755$163K0.0%+21.0%0.012%
2/17/2025 Cetera Investment Advisers93,929$4.08M0.0%-1.0%0.289%
2/17/2025 Captrust Financial Advisors10,318$448K0.0%+81.9%0.032%
2/17/2025 Bank of America Corp DE187,702$8.15M0.0%+0.5%0.578%
2/17/2025 Ameriprise Financial Inc.402,658$17.49M0.0%+57.3%1.241%
2/17/2025 AlTi Global Inc.71,133$3.09M0.1%-11.8%0.219%
2/14/2025 Mercer Global Advisors Inc. ADV6,172$268K0.0%+8.0%0.019%
2/14/2025 Comerica Bank5,148$224K0.0%+241.6%0.016%
2/14/2025 Bellwether Advisors LLC725$31K0.0%N/A0.002%
2/14/2025 Prosperity Consulting Group LLC19,872$863K0.1%-2.4%0.061%
2/14/2025 Eight 31 Financial LLC115,214$5.01M3.8%-0.5%0.355%
2/14/2025 Integrated Wealth Concepts LLC10,749$467K0.0%+9.7%0.033%
2/14/2025 IHT Wealth Management LLC8,639$375K0.0%-42.9%0.027%
2/14/2025 Stifel Financial Corp31,194$1.36M0.0%+215.4%0.096%
2/14/2025 Transce3nd LLC1,261$55K0.0%N/A0.004%
2/14/2025 GeoWealth Management LLC33,306$1.45M0.0%+18.6%0.103%
2/14/2025 Concourse Financial Group Securities Inc.29,522$1.30M0.1%+7.2%0.091%
2/14/2025 Adams Wealth Management5,135$223K0.0%+10.2%0.016%
2/13/2025 Zacks Investment Management7,435$323K0.0%N/A0.023%
2/13/2025 NewEdge Advisors LLC21,415$930K0.0%-6.8%0.066%
2/13/2025 Insigneo Advisory Services LLC28,006$1.22M0.1%+3.7%0.086%
2/13/2025 United Capital Financial Advisors LLC9,451$411K0.0%+12.3%0.029%
2/13/2025 CacheTech Inc.5,135$223K0.0%+10.2%0.016%
2/13/2025 Sagespring Wealth Partners LLC7,063$307K0.0%N/A0.022%
2/13/2025 Scotia Capital Inc.5,484$238K0.0%N/A0.017%
2/13/2025 TRUE Private Wealth Advisors58,337$2.53M0.3%+37.3%0.180%
2/13/2025 Raymond James Financial Inc.735,114$31.93M0.0%N/A2.265%
2/13/2025 Advisory Services Network LLC12,733$553K0.0%+63.6%0.039%
2/13/2025 Renaissance Technologies LLC8,300$361K0.0%-62.9%0.026%
2/13/2025 Bank of Montreal Can7,214$313K0.0%+8.7%0.022%
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2/13/2025 Envestnet Asset Management Inc.41,854$1.82M0.0%+0.9%0.129%
2/13/2025 Wells Fargo & Company MN969,069$42.10M0.0%+317.6%2.986%
2/12/2025 World Investment Advisors15,238$662K0.0%+21.4%0.047%
2/12/2025 Nicolet Advisory Services LLC8,372$359K0.0%-3.5%0.026%
2/12/2025 National Bank of Canada FI14,993$651K0.0%+51.7%0.046%
2/12/2025 Life Planning Partners Inc31,277$1.36M0.2%N/A0.096%
2/12/2025 Tucker Asset Management LLC2,040$89K0.0%N/A0.006%
2/12/2025 Orion Portfolio Solutions LLC10,630$462K0.0%N/A0.033%
2/12/2025 JPMorgan Chase & Co.18,011$782K0.0%-46.2%0.056%
2/12/2025 Ausdal Financial Partners Inc.14,164$615K0.1%-1.7%0.044%
2/11/2025 Signature Estate & Investment Advisors LLC4,610$200K0.0%-5.5%0.014%
2/11/2025 Syverson Strege & Co6,893$299K0.1%-12.1%0.021%
2/11/2025 LPL Financial LLC949,981$41.27M0.0%+1.2%2.928%
2/11/2025 Mosley Wealth Management11,457$505K0.3%-6.3%0.035%
2/11/2025 Runnymede Capital Advisors Inc.902$39K0.0%N/A0.003%
2/11/2025 HUB Investment Partners LLC254,693$11.06M0.5%+9.6%0.785%
2/10/2025 Taylor Financial Group Inc.54,452$2.37M1.6%+6.3%0.168%
2/10/2025 Axxcess Wealth Management LLC55,802$2.42M0.1%+647.6%0.172%
2/10/2025 GWN Securities Inc.8,533$371K0.1%N/A0.026%
2/10/2025 Gallacher Capital Management LLC25,110$1.09M0.5%+23.1%0.077%
2/10/2025 Harbour Investments Inc.26,793$1.16M0.0%-3.9%0.083%
2/10/2025 Commonwealth Equity Services LLC145,594$6.33M0.0%-1.5%0.449%
2/10/2025 Avantax Advisory Services Inc.21,572$937K0.0%-1.2%0.066%
2/10/2025 Farther Finance Advisors LLC1,172$51K0.0%+551.1%0.004%
2/7/2025 HighTower Advisors LLC18,570$807K0.0%-8.3%0.057%
2/7/2025 Founders Financial Alliance LLC1,961$85K0.0%-34.5%0.006%
2/7/2025 Independent Advisor Alliance5,911$257K0.0%N/A0.018%
2/7/2025 Mesirow Financial Investment Management Inc.14,220$618K0.0%+1.8%0.044%
2/6/2025 Raymond James Financial Inc.735,114$31.93M0.0%N/A2.265%
2/6/2025 Atria Investments Inc9,513$413K0.0%+95.7%0.029%
2/6/2025 Assetmark Inc.765$33K0.0%+118.6%0.002%
2/6/2025 NewSquare Capital LLC2,880$125K0.0%N/A0.009%
2/6/2025 Steward Partners Investment Advisory LLC18,081$785K0.0%+51.1%0.056%
2/6/2025 Jones Financial Companies Lllp8,307$361K0.0%+10.3%0.026%
2/5/2025 SRS Capital Advisors Inc.8,002$348K0.0%+8.9%0.025%
2/5/2025 BlueStem Wealth Partners LLC35,029$1.52M0.2%N/A0.108%
2/5/2025 Consilium Wealth Advisory LLC98,104$4.26M2.0%+1.5%0.302%
2/5/2025 Oppenheimer Asset Management Inc.21,668$941K0.0%N/A0.067%
2/5/2025 MKD Wealth Coaches LLC7,925$344K0.3%N/A0.024%
2/5/2025 Armstrong Fleming & Moore Inc13,961$606K0.4%+1.8%0.043%
2/3/2025 Sigma Planning Corp22,590$981K0.0%+9.0%0.070%
2/3/2025 Private Advisor Group LLC12,917$561K0.0%+38.6%0.040%
1/31/2025 Global Retirement Partners LLC2,610$113K0.0%+32.8%0.008%
1/31/2025 Plan Group Financial LLC18,179$790K0.4%-33.5%0.056%
1/31/2025 Atria Wealth Solutions Inc.21,896$951K0.0%+8.8%0.067%
1/31/2025 Truist Financial Corp95,097$4.13M0.0%-2.2%0.293%
1/31/2025 J.W. Cole Advisors Inc.9,649$419K0.0%-26.0%0.030%
1/30/2025 Congress Asset Management Co.12,293$534K0.0%N/A0.038%
1/30/2025 Aveo Capital Partners LLC42,455$1.84M0.2%+2.6%0.131%
1/30/2025 Compass Financial Group INC SD4,723$205K0.0%-7.1%0.015%
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There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?

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1/30/2025 Bright Futures Wealth Management LLC.7,472$329K0.3%+4.3%0.023%
1/30/2025 Life Planning Partners Inc31,277$1.36M0.0%N/A0.096%
1/29/2025 Gladstone Institutional Advisory LLC9,447$410K0.0%N/A0.029%
1/29/2025 Stonebridge Financial Group LLC4,890$212K0.0%N/A0.015%
1/29/2025 Focus Financial Network Inc.189,506$8.23M0.3%+12.7%0.584%
1/29/2025 Cornerstone Planning Group LLC3,898$171K0.0%+22.2%0.012%
1/29/2025 Comprehensive Financial Planning Inc. PA1,170$51K0.0%N/A0.004%
1/28/2025 RFP Financial Group LLC5,712$248K0.1%N/A0.018%
1/28/2025 WestEnd Advisors LLC2,524$110K0.0%N/A0.008%
1/28/2025 Kingsview Wealth Management LLC7,113$309K0.0%-45.6%0.022%
(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, 276 institutional investors and hedge funds held shares of iShares Core 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 Moderate Allocation ETF stock?

Of the 226 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: 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 Moderate Allocation ETF?

Institutional investors have bought a total of 8,953,261 shares in the last 24 months. This purchase volume represents approximately $378.82M in transactions.

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

Of the 153 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), 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 Moderate Allocation ETF?

Institutional investors have sold a total of 5,096,839 shares in the last 24 months. This volume of shares sold represents approximately $206.14M in transactions.


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This page (NYSEARCA:AOM) was last updated on 2/22/2025 by MarketBeat.com Staff
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