Free Trial
→ Watch This Robotics Demo Before July 23rd (From Brownstone Research) (Ad) Buy AOM Stock  Free AOM Stock Alerts

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

iShares Core 40/60 Moderate Allocation ETF logo
$44.06 +0.26 (+0.59%)
As of 11:00 AM Eastern
This is a fair market value 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)
160
Total
Institutional Inflows
(last 12 months)
$214.50M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$28.72M
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
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%
2/21/2025Gould 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%
Trump Orders 'National Digital Asset Stockpile' (Ad)

Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what could be the biggest wealth opportunity since Bitcoin's early days.

Click Here to get our complete analysis on why this lending platform is our #1 "buy the dip" opportu
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%
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%
2/13/2025 Envestnet 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%
2/12/2025 World 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%
2/10/2025 Axxcess 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%
Trump Orders 'National Digital Asset Stockpile' (Ad)

Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what could be the biggest wealth opportunity since Bitcoin's early days.

Click Here to get our complete analysis on why this lending platform is our #1 "buy the dip" opportu
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%
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%
1/31/2025 Truist 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%
(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, 273 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 223 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 8,922,194 shares in the last 24 months. This purchase volume represents approximately $378.24M in transactions.

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

Of the 147 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 1,934,813 shares in the last 24 months. This volume of shares sold represents approximately $80.51M in transactions.


Related Companies

This page (NYSEARCA:AOM) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
The next market Nvidia is positioned to dominate …
Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang s...
Weiss Ratings | Sponsored
Trump Orders 'National Digital Asset Stockpile'
Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what c...
Crypto 101 Media | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Musk's warning signal: Prepare before the cascade begins
When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t...
InvestorPlace | Sponsored
Feds Just Admitted It—They Can Take Your Cash
The Government Just Said Your Money Isn't Yours That's right—According to the DOJ, YOUR hard-earned money i...
Priority Gold | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored