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

iShares Core 40/60 Moderate Allocation ETF logo
$43.76 +0.11 (+0.24%)
Closing price 03:58 PM Eastern
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$43.71 -0.05 (-0.13%)
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Institutional Ownership Changes (13F Filings) for iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM)

Number of
Institutional Buyers
(last 12 months)
158
Total
Institutional Inflows
(last 12 months)
$215.47M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$29.15M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2025Rossby 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%
2/21/2025Gould 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%
2/13/2025 Insigneo Advisory Services LLC28,006$1.22M0.1%+3.7%0.086%
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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%
2/13/2025 Sagespring 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%
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%
2/12/2025 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%
2/12/2025JPMorgan 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%
2/11/2025 Runnymede 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%
2/10/2025 Farther 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%
2/6/2025 NewSquare 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%
2/5/2025 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%
2/3/2025Sigma Planning Corp22,590$981K0.0%+9.0%0.070%
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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%
1/30/2025 Congress Asset Management Co.12,293$534K0.0%N/A0.038%
1/30/2025Aveo Capital Partners LLC42,455$1.84M0.2%+2.6%0.131%
1/30/2025Compass Financial Group INC SD4,723$205K0.0%-7.1%0.015%
1/30/2025 Bright Futures Wealth Management LLC.7,472$329K0.3%+4.3%0.023%
(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, 271 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 221 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 8,994,945 shares in the last 24 months. This purchase volume represents approximately $381.12M in transactions.

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

Of the 148 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: Tiedemann Advisors LLC ($395.59K), Jane Street Group LLC ($113.03K), Osaic Holdings Inc. ($109.50K), Janney Montgomery Scott LLC ($101.66K), J.W. Cole Advisors Inc. ($98.57K), LPL Financial LLC ($74.14K), and Truist Financial Corp ($62.66K).

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

Institutional investors have sold a total of 2,000,156 shares in the last 24 months. This volume of shares sold represents approximately $83.12M in transactions.


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This page (NYSEARCA:AOM) was last updated on 4/28/2025 by MarketBeat.com Staff
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