Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

iShares Core 40/60 Moderate Allocation ETF logo
$46.74 +0.50 (+1.08%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$46.72 -0.02 (-0.03%)
As of 08/22/2025 05:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$184.17M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$19.50M
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

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
8/15/2025 Captrust Financial Advisors24,917$1.15M0.0%+176.3%0.075%
8/15/2025 IHT Wealth Management LLC7,938$365K0.0%-7.0%0.024%
8/15/2025 Ameriprise Financial Inc.281,931$13.00M0.0%+6.7%0.844%
8/13/2025 RFP Financial Group LLC5,544$255K0.1%-10.4%0.017%
8/12/2025 Weitzel Financial Services Inc.277,568$12.84M5.4%-0.9%0.831%
8/12/2025 Waterloo Capital L.P.8,108$373K0.0%+48.4%0.024%
8/12/2025 JPMorgan Chase & Co.45,472$2.09M0.0%+148.3%0.136%
8/8/2025 IMA Advisory Services Inc.11,244$498K0.1%+19.8%0.034%
7/23/2025 Venturi Wealth Management LLC5,655$260K0.0%+9.8%0.017%
7/23/2025 WestEnd Advisors LLC631$29K0.0%+1,007.0%0.002%
7/18/2025 SOA Wealth Advisors LLC.2,659$122K0.0%-17.7%0.008%
7/17/2025 Janney Montgomery Scott LLC4,494$207K0.0%-64.9%0.013%
7/14/2025 AdvisorNet Financial Inc3,908$180K0.0%+6.5%0.012%
7/11/2025 Farther Finance Advisors LLC1,937$89K0.0%+85.2%0.006%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.31,476$1.45M0.2%+2,551.7%0.094%
5/16/2025 HFM Investment Advisors LLC2,583$113K0.0%N/A0.008%
5/16/2025 Jones Financial Companies Lllp11,977$576K0.0%+44.2%0.036%
5/16/2025 NewEdge Advisors LLC19,038$835K0.0%-11.1%0.057%
5/16/2025 Integrated Wealth Concepts LLC7,135$313K0.0%-33.6%0.021%
5/15/2025 Weitzel Financial Services Inc.280,083$12.11M5.8%+2.2%0.832%
5/14/2025 Summit Financial LLC4,713$207K0.0%N/A0.014%
5/12/2025 SouthState Corp2,362$104K0.0%N/A0.007%
5/7/2025 BlueStem Wealth Partners LLC31,536$1.38M0.2%-10.0%0.093%
4/30/2025 Cornerstone Planning Group LLC4,427$190K0.0%+13.6%0.013%
4/29/2025 Elite Financial Inc.1,200$52K0.0%N/A0.004%
4/29/2025 Columbia River Financial Group LLC3,381$148K0.1%N/A0.010%
4/28/2025 Rossby Financial LCC1,236$54K0.0%N/A0.004%
4/22/2025 RFP Financial Group LLC6,187$272K0.1%+8.3%0.018%
4/21/2025 Proathlete Wealth Management LLC3,620$159K0.1%N/A0.011%
4/17/2025 Janney Montgomery Scott LLC12,801$562K0.0%-88.8%0.039%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,187$52K0.0%+111.2%0.004%
4/9/2025 NBC Securities Inc.950$41K0.0%N/A0.003%
4/8/2025 Global Financial Private Client LLC20,101$882K0.3%+8.9%0.061%
4/7/2025 AdvisorNet Financial Inc3,670$161K0.0%+11.7%0.011%
2/22/2025American Trust165,906$7.21M0.5%N/A0.511%
2/21/2025 Gould 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%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.tc pixel

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
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%
2/14/2025Adams 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%
2/13/2025CacheTech 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%
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%
2/12/2025Tucker Asset Management LLC2,040$89K0.0%N/A0.006%
2/12/2025Orion 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%
2/11/2025Mosley Wealth Management11,457$505K0.3%-6.3%0.035%
2/11/2025 Runnymede Capital Advisors Inc.902$39K0.0%N/A0.003%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
(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, 260 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), Foundations Investment Advisors LLC ($15.51M), Royal Bank of Canada ($13.83M), Ameriprise Financial Inc. ($13.00M), and Weitzel Financial Services Inc. ($12.84M).Learn more on iShares Core 40/60 Moderate Allocation ETF's institutional investors.

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

Of the 211 institutional investors that purchased iShares Core 40/60 Moderate Allocation ETF's 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 ($383.73K), 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 4,209,821 shares in the last 24 months. This purchase volume represents approximately $184.17M in transactions.

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

Of the 71 institutional investors that sold iShares Core 40/60 Moderate Allocation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($113.03K), Janney Montgomery Scott LLC ($109.97K), Financial Enhancement Group LLC ($39.04K), JPMorgan Chase & Co. ($20.47K), Brookstone Capital Management ($15.69K), Renaissance Technologies LLC ($14.10K), and Sentinus LLC ($11.95K).

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

Institutional investors have sold a total of 440,164 shares in the last 24 months. This volume of shares sold represents approximately $19.50M in transactions.


Related Companies

This page (NYSEARCA:AOM) was last updated on 8/24/2025 by MarketBeat.com Staff
From Our Partners
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsoredtc pixel
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel
One tiny company just cracked Google’s $19B problem
An MIT lab recently cracked a code scientists had been chasing for decades… Turning a “miracle metal” from ...
True Market Insiders | Sponsoredtc pixel
Is This Stock the 'Next Nvidia'?
'AI Bottleneck' Now Threatens Entire Magnificent 7 A new critical failure has appeared in the AI market, an...
Altimetry | Sponsoredtc pixel