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iShares Core Moderate Allocation ETF (AOM) Institutional Ownership

iShares Core Moderate Allocation ETF logo
$44.05 -0.08 (-0.18%)
(As of 11/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core Moderate Allocation ETF (NYSEARCA:AOM)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$179.97M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$28.10M
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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
11/20/2024 SOA Wealth Advisors LLC.3,188$144K0.0%-8.4%0.010%
11/18/2024 Sunbelt Securities Inc.2,450$111K0.0%+19.2%0.008%
11/15/2024 Executive Wealth Management LLC5,829$263K0.0%N/A0.018%
11/15/2024 MML Investors Services LLC19,165$865K0.0%+2.1%0.059%
11/15/2024 Pacific Center for Financial Services1,518$68K0.0%-33.2%0.005%
11/15/2024 National Bank of Canada FI9,881$446K0.0%-22.3%0.030%
11/15/2024 Jane Street Group LLC30,941$1.40M0.0%-78.5%0.095%
11/15/2024 Weaver Consulting Group157,866$7.12M2.3%+0.9%0.486%
11/15/2024 Stifel Financial Corp9,889$446K0.0%-9.3%0.030%
11/15/2024 IHT Wealth Management LLC15,123$682K0.0%+66.1%0.047%
11/15/2024 HighTower Advisors LLC20,241$911K0.0%-14.6%0.062%
11/15/2024 Beacon Investment Advisory Services Inc.17,829$804K0.0%-2.2%0.055%
11/14/2024 TRUE Private Wealth Advisors42,495$1.92M0.2%+2.1%0.131%
11/14/2024 Captrust Financial Advisors5,672$256K0.0%-3.8%0.017%
11/14/2024 National Wealth Management Group LLC10,277$464K0.3%+6.0%0.032%
11/14/2024 RPg Family Wealth Advisory LLC3,027$137K0.0%N/A0.009%
11/13/2024 Townsquare Capital LLC7,032$317K0.0%-12.5%0.022%
11/13/2024 Patton Albertson Miller Group LLC41,822$1.89M0.3%+4.2%0.129%
11/13/2024 Estate Counselors LLC6,720$303K0.0%-4.3%0.021%
11/12/2024 Centaurus Financial Inc.12,633$570K0.0%-3.1%0.039%
11/12/2024 Jim Saulnier & Associates LLC27,619$1.25M1.3%N/A0.085%
11/12/2024 Kingsview Wealth Management LLC13,076$590K0.0%-2.1%0.040%
11/8/2024 Darwin Wealth Management LLC4,297$194K0.1%N/A0.013%
11/7/2024 Claro Advisors LLC5,650$255K0.0%N/A0.017%
11/5/2024 Aptus Capital Advisors LLC669$30K0.0%+502.7%0.002%
11/5/2024 Harbour Investments Inc.27,888$1.26M0.0%-5.5%0.086%
11/5/2024 Northwest Wealth Management LLC4,795$216K0.1%-5.3%0.015%
11/4/2024 Venturi Wealth Management LLC4,548$205K0.0%-8.4%0.014%
11/4/2024 Sigma Planning Corp20,717$935K0.0%+3.4%0.064%
11/2/2024 Mesirow Financial Investment Management Inc.13,968$630K0.0%N/A0.043%
11/1/2024 Atria 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%
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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%
10/17/2024 Claro 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%
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%
8/26/2024 Founders Financial Alliance LLC3,127$135K0.0%-10.4%0.010%
8/22/2024 Cetera Investment Advisers81,689$3.51M0.0%-2.3%0.252%
8/21/2024 Advisory Alpha LLC4,693$202K0.0%-18.2%0.014%
8/21/2024 Truist Financial Corp97,727$4.20M0.0%-4.8%0.301%
8/16/2024 NewEdge Advisors LLC23,733$1.02M0.0%+310.7%0.073%
8/15/2024 AlTi Global Inc.115,137$4.95M0.1%-11.4%0.355%
8/14/2024 Insigneo Advisory Services LLC27,000$1.16M0.1%N/A0.083%
8/13/2024 AE Wealth Management LLC17,206$740K0.0%+4.3%0.053%
8/12/2024 Mercer Global Advisors Inc. ADV13,079$563K0.0%-9.4%0.040%
8/9/2024 Renaissance 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%
8/8/2024 LPL Financial LLC901,215$38.76M0.0%-3.0%2.777%
8/7/2024 Ashton 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%
8/6/2024 Gallacher Capital Management LLC17,404$749K0.4%+38.4%0.054%
8/6/2024 Mosley Wealth Management13,089$563K0.5%N/A0.040%
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8/5/2024 Northwest Wealth Management LLC5,066$218K0.1%-10.9%0.016%
8/3/2024 National 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%
8/2/2024 Aveo 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%
7/31/2024 Taylor 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%
(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, 237 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 181 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 7,147,347 shares in the last 24 months. This purchase volume represents approximately $292.17M in transactions.

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

Of the 142 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 5,006,195 shares in the last 24 months. This volume of shares sold represents approximately $201.88M in transactions.


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This page (NYSEARCA:AOM) was last updated on 11/21/2024 by MarketBeat.com Staff
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