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iShares Core Moderate Allocation ETF (AOM) Institutional Ownership

iShares Core Moderate Allocation ETF logo
$43.98 +0.27 (+0.62%)
As of 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)
122
Total
Institutional Inflows
(last 12 months)
$149.98M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$28.96M
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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
1/21/2025Fort Henry Capital LLC23,951$1.04M0.7%+1.4%0.074%
1/21/2025RTD Financial Advisors Inc.8,763$381K0.0%-25.5%0.027%
1/21/2025Patton Albertson Miller Group LLC42,722$1.86M0.2%+2.2%0.132%
1/21/2025Dynamic Advisor Solutions LLC6,036$262K0.0%+10.4%0.019%
1/21/2025Atlas Private Wealth Advisors8,758$380K0.1%N/A0.027%
1/17/2025 Avior Wealth Management LLC18,880$820K0.0%+5.5%0.058%
1/17/2025 Mutual Advisors LLC70,575$3.07M0.1%-0.7%0.217%
1/17/2025 Janney Montgomery Scott LLC114,459$4.97M0.0%N/A0.353%
1/17/2025 Marino Stram & Associates LLC17,548$762K0.2%-2.6%0.054%
1/17/2025 Investment Advisory Group LLC134,314$5.84M2.0%+3.0%0.414%
1/17/2025 LifePlan Financial LLC47,571$2.07M1.8%+29.1%0.147%
1/16/2025 Aspiriant LLC29,629$1.29M0.0%-4.8%0.091%
1/16/2025 Royal Fund Management LLC101,658$4.43M0.4%+1.3%0.313%
1/15/2025 Ameritas Advisory Services LLC112,588$4.89M0.2%+68.0%0.347%
1/15/2025 CGN Advisors LLC5,793$252K0.0%+22.6%0.018%
1/15/2025 Mason & Associates LLC11,864$515K0.2%+11.6%0.037%
1/15/2025 Wealthcare Advisory Partners LLC5,853$254K0.0%N/A0.018%
1/15/2025 RDA Financial Network26,640$1.16M0.3%-3.3%0.082%
1/15/2025 Retireful LLC100,834$4.38M2.5%N/A0.311%
1/14/2025 Financial Enhancement Group LLC48,582$2.09M0.3%+133.1%0.150%
1/14/2025 Smith Anglin Financial LLC51,142$2.22M0.2%+0.6%0.158%
1/14/2025 Sovereign Financial Group Inc.20,212$878K0.2%+8.0%0.062%
1/14/2025 Fiduciary Financial Group LLC4,866$209K0.0%-5.8%0.015%
1/13/2025 TPG Financial Advisors LLC5,352$232K0.1%+7.3%0.016%
1/13/2025 Ellenbecker Investment Group49,253$2.14M0.4%+24.5%0.152%
1/13/2025 AdvisorNet Financial Inc3,285$143K0.0%-24.3%0.010%
1/13/2025 Claro Advisors LLC6,250$272K0.0%+10.6%0.019%
1/13/2025 Brookstone Capital Management92,889$4.04M0.1%-14.4%0.286%
1/8/2025 Private Client Services LLC5,662$246K0.1%N/A0.017%
1/8/2025 Weaver Consulting Group160,104$6.96M2.1%+1.4%0.493%
12/26/2024JPMorgan Chase & Co.33,487$1.51M0.0%-13.0%0.103%
11/25/2024Sanctuary Advisors LLC10,721$475K0.0%N/A0.033%
11/20/2024SOA Wealth Advisors LLC.3,188$144K0.0%-8.4%0.010%
11/18/2024Sunbelt Securities Inc.2,450$111K0.0%+19.2%0.008%
11/15/2024Executive Wealth Management LLC5,829$263K0.0%N/A0.018%
11/15/2024MML Investors Services LLC19,165$865K0.0%+2.1%0.059%
11/15/2024Pacific Center for Financial Services1,518$68K0.0%-33.2%0.005%
11/15/2024National Bank of Canada FI9,881$446K0.0%-22.3%0.030%
11/15/2024Jane 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%
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11/15/2024Stifel Financial Corp9,889$446K0.0%-9.3%0.030%
11/15/2024IHT Wealth Management LLC15,123$682K0.0%+66.1%0.047%
11/15/2024HighTower 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%
11/14/2024TRUE Private Wealth Advisors42,495$1.92M0.2%+2.1%0.131%
11/14/2024Captrust Financial Advisors5,672$256K0.0%-3.8%0.017%
11/14/2024National Wealth Management Group LLC10,277$464K0.3%+6.0%0.032%
11/14/2024RPg Family Wealth Advisory LLC3,027$137K0.0%N/A0.009%
11/13/2024Townsquare Capital LLC7,032$317K0.0%-12.5%0.022%
11/13/2024Patton Albertson Miller Group LLC41,822$1.89M0.3%+4.2%0.129%
11/13/2024Estate Counselors LLC6,720$303K0.0%-4.3%0.021%
11/12/2024Centaurus Financial Inc.12,633$570K0.0%-3.1%0.039%
11/12/2024Jim Saulnier & Associates LLC27,619$1.25M1.3%N/A0.085%
11/12/2024Kingsview Wealth Management LLC13,076$590K0.0%-2.1%0.040%
11/8/2024Darwin Wealth Management LLC4,297$194K0.1%N/A0.013%
11/7/2024 Claro Advisors LLC5,650$255K0.0%N/A0.017%
11/5/2024Aptus Capital Advisors LLC669$30K0.0%+502.7%0.002%
11/5/2024Harbour Investments Inc.27,888$1.26M0.0%-5.5%0.086%
11/5/2024Northwest Wealth Management LLC4,795$216K0.1%-5.3%0.015%
11/4/2024Venturi Wealth Management LLC4,548$205K0.0%-8.4%0.014%
11/4/2024Sigma Planning Corp20,717$935K0.0%+3.4%0.064%
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%
10/31/2024Weitzel 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%
10/31/2024Consilium Wealth Advisory LLC96,683$4.36M2.4%-0.2%0.298%
10/31/2024Concurrent 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%
10/28/2024Focus Financial Network Inc.168,102$7.58M0.3%+67.0%0.518%
10/28/2024Wealth Forward LLC10,651$480K0.3%-6.5%0.033%
10/25/2024SteelPeak Wealth LLC17,566$792K0.0%+1.6%0.054%
10/25/2024 Mutual Advisors LLC71,076$3.14M0.1%+3.5%0.219%
10/25/2024Lodestar Private Asset Management LLC84,284$3.80M0.5%+0.9%0.260%
10/25/2024Worth Financial Advisory Group LLC6,656$300K0.2%+35.1%0.021%
10/24/2024J.W. Cole Advisors Inc.13,045$588K0.0%-10.4%0.040%
10/24/2024Kavar 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%
10/23/2024Silver Oak Securities Incorporated13,422$606K0.1%+16.2%0.041%
10/23/2024CENTRAL 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%
10/22/2024Plan Group Financial LLC27,344$1.23M0.7%-6.2%0.084%
10/22/2024Tempus Wealth Planning LLC8,957$404K0.1%+8.6%0.028%
10/21/2024Foundations Investment Advisors LLC304,023$13.71M0.3%+11.3%0.937%
10/21/2024Integrity Financial Corp WA13,418$605K0.4%-6.2%0.041%
10/17/2024 Claro Advisors LLC17,515$790K0.1%N/A0.054%
10/17/2024 Ellenbecker Investment Group39,568$1.79M0.3%+4.2%0.122%
10/17/2024Heirloom Wealth Management7,940$358K0.1%-5.3%0.024%
10/16/2024BOS Asset Management LLC4,532$204K0.1%N/A0.014%
10/16/2024Legacy 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%
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10/15/2024 RDA Financial Network27,540$1.24M0.4%-2.0%0.085%
10/11/2024Creative Planning6,884$311K0.0%N/A0.021%
10/10/2024Concourse 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%
10/9/2024Northstar Group Inc.19,292$870K0.2%-1.4%0.059%
10/9/2024Syntrinsic 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%
(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, 242 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 186 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: Raymond James & Associates ($1.00M), Wells Fargo & Company MN ($764.81K), International Assets Investment Management LLC ($390.49K), Foundations Investment Advisors LLC ($323.64K), Janney Montgomery Scott LLC ($294.82K), 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 6,192,306 shares in the last 24 months. This purchase volume represents approximately $257.83M in transactions.

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

Of the 143 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 5,003,493 shares in the last 24 months. This volume of shares sold represents approximately $201.98M in transactions.


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This page (NYSEARCA:AOM) was last updated on 1/21/2025 by MarketBeat.com Staff
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