Who owns iShares S&P Moderate Allocation Fund ETF?
- Ticker: AOM
- CUSIP Number: 464289875
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Moderate Allocation Fund ETF with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P Moderate Allocation Fund ETF stock
Who bought or sold iShares S&P Moderate Allocation Fund ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 982k | $41M | 353% | Dec 2023 |
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| Jpmorgan Chase & Co | 398k | $17M | 2852% | Dec 2023 |
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| Royal Bank of Canada | 344k | $14M | -24% | Dec 2023 |
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| Advisor Group Holdings | 289k | $12M | -19% | Dec 2023 |
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| Kavar Capital Partners Group | 275k | $11M | 100% | Dec 2023 |
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| Weitzel Financial Services | 246k | $10M | 8% | Dec 2023 |
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| Bank of America Corporation | 217k | $9.0M | -43% | Dec 2023 |
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| AE Wealth Management | 192k | $7.9M | -22% | Dec 2023 |
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| Cambridge Investment Research Advisors | 166k | $7.1M | 2% | Mar 2024 |
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| Weaver Consulting Group | 155k | $6.6M | 1% | Mar 2024 |
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| AlTi Global | 154k | $6.4M | 100% | Dec 2023 |
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| Focus Financial Network | 153k | $6.3M | 100% | Mar 2024 |
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| Consilium Wealth Advisory | 133k | $5.5M | 23% | Dec 2023 |
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| Commonwealth Equity Services | 132k | $5.5M | 14% | Dec 2023 |
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| Investment Advisory Group | 120k | $5.0M | 4% | Dec 2023 |
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| Brookstone Capital Management | 119k | $5.1M | 1% | Mar 2024 |
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| Orion Portfolio Solutions | 112k | $4.6M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 103k | $4.3M | -3% | Dec 2023 |
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| Paragon Advisors | 94k | $3.9M | 29% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 94k | $4.0M | -8% | Mar 2024 |
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| Thrive Capital Management | 93k | $3.9M | -16% | Dec 2023 |
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| UBS Group | 89k | $3.7M | 52% | Dec 2023 |
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| Janney Montgomery Scott | 86k | $3.6M | 1073% | Dec 2023 |
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| Royal Fund Management | 83k | $3.5M | 7% | Mar 2024 |
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| Focus Financial Network | 81k | $3.3M | 100% | Dec 2023 |
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| First Financial Bank, N.A. - Trust Division | 80k | $3.3M | -6% | Dec 2023 |
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| Lodestar Private Asset Management | 80k | $3.4M | 0% | Mar 2024 |
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| Retireful | 77k | $3.3M | 100% | Mar 2024 |
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| Warren Averett Asset Management | 73k | $3.0M | 13% | Dec 2023 |
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| Ameritas Advisory Services | 69k | $2.8M | -36% | Dec 2023 |
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| Mutual Advisors | 68k | $2.8M | 4% | Dec 2023 |
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| Aspiriant | 58k | $2.5M | -6% | Mar 2024 |
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| Financial Advocates Investment Management | 57k | $2.4M | -41% | Dec 2023 |
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| Onyx Bridge Wealth Group | 56k | $2.3M | 22% | Dec 2023 |
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| Smith Anglin Financial | 51k | $2.2M | -18% | Mar 2024 |
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| Raymond James Financial Services Advisors | 50k | $2.1M | -37% | Mar 2024 |
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| Beacon Financial Advisory | 49k | $2.1M | -20% | Dec 2023 |
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| Jane Street | 48k | $2.0M | -67% | Dec 2023 |
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| Taylor Financial Group | 42k | $1.7M | 100% | Dec 2023 |
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| TRUE Private Wealth Advisors | 40k | $1.7M | 50% | Mar 2024 |
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| Kestra Advisory Services | 40k | $1.7M | -11% | Dec 2023 |
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| Patton Albertson & Miller | 39k | $1.7M | -29% | Mar 2024 |
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| Aveo Capital Partners | 38k | $1.6M | 2% | Dec 2023 |
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| One Capital Management | 38k | $1.6M | -32% | Dec 2023 |
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| GW & Wade | 34k | $1.4M | 6% | Dec 2023 |
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| LifePlan Financial | 32k | $1.3M | 100% | Dec 2023 |
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| Raymond James & Associates | 32k | $1.4M | -97% | Mar 2024 |
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| Strategic Financial | 31k | $1.3M | 2% | Dec 2023 |
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| Harbour Investments | 30k | $1.2M | 12% | Dec 2023 |
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| RDA Financial Network | 28k | $1.2M | -6% | Mar 2024 |
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| Ellenbecker Investment Group | 27k | $1.2M | 11% | Mar 2024 |
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| Stifel Financial | 26k | $1.1M | 109% | Dec 2023 |
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| CWM | 25k | $1.1M | 0% | Mar 2024 |
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| Fort Henry Capital | 25k | $1.1M | 0% | Mar 2024 |
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| Financial Enhancement | 24k | $1.0M | 94% | Mar 2024 |
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| Comprehensive Portfolio Management | 24k | $1.0M | 0% | Mar 2024 |
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| Plan Group Financial | 23k | $971k | -5% | Dec 2023 |
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| H D Vest Advisory Services | 23k | $935k | 3% | Dec 2023 |
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| Goldman Sachs Group | 22k | $925k | -4% | Dec 2023 |
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| Beacon Investment Advisory Services | 21k | $855k | -2% | Dec 2023 |
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| Reston Wealth Management | 20k | $849k | 8% | Dec 2023 |
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| Foundations Investment Advisors | 20k | $820k | 11% | Dec 2023 |
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| Northstar | 20k | $837k | -2% | Mar 2024 |
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| Kingsview Wealth Management | 20k | $810k | 8% | Dec 2023 |
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| Flagship Harbor Advisors | 19k | $811k | 15% | Mar 2024 |
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| Atria Wealth Solutions | 19k | $773k | 4% | Dec 2023 |
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| Milestone Asset Management | 18k | $775k | 2% | Mar 2024 |
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| J.w. Cole Advisors | 18k | $748k | -9% | Dec 2023 |
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| Godshalk Welsh Capital Management | 18k | $737k | -21% | Dec 2023 |
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| Sovereign Financial Group | 17k | $747k | 0% | Mar 2024 |
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| Steel Peak Wealth Management | 17k | $723k | 5% | Mar 2024 |
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| Marino, Stram & Associates | 17k | $723k | -10% | Mar 2024 |
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| Mariner Wealth Advisors | 17k | $696k | 100% | Dec 2023 |
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| Kuehl Shepherd Kozlowski & Associates | 16k | $675k | -3% | Dec 2023 |
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| Clear Creek Financial Management | 16k | $650k | 31% | Dec 2023 |
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| Integrity Financial Corp | 15k | $641k | -3% | Dec 2023 |
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| Private Advisor | 15k | $640k | -2% | Dec 2023 |
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| Ausdal Financial Partners | 15k | $641k | -19% | Mar 2024 |
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| National Wealth Management Group | 15k | $617k | 100% | Dec 2023 |
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| Mercer Global Advisors | 15k | $607k | -48% | Dec 2023 |
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| Silver Oak Securities | 14k | $591k | 83% | Dec 2023 |
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| Legacy Financial Group | 14k | $595k | 100% | Mar 2024 |
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| Armstrong, Fleming & Moore | 14k | $579k | 0% | Mar 2024 |
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| Proequities | 14k | $561M | 59% | Dec 2023 |
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| Sigma Planning | 13k | $555k | 2% | Dec 2023 |
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| Dentgroup | 13k | $569k | 0% | Mar 2024 |
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| Centaurus Financial | 13k | $539k | 0% | Dec 2023 |
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| HighTower Advisors | 13k | $531k | 17% | Dec 2023 |
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| Intl Fcstone | 13k | $527k | -21% | Dec 2023 |
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| Wealth Forward | 13k | $520k | 100% | Dec 2023 |
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| Pensionmark Financial Group | 12k | $507k | 0% | Dec 2023 |
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| Northwest Wealth Management | 12k | $500k | 0% | Dec 2023 |
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| WestEnd Advisors | 12k | $491k | 1132% | Dec 2023 |
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| RTD Financial Advisors | 12k | $504k | 0% | Mar 2024 |
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| SimpliFi | 12k | $499k | 7% | Mar 2024 |
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| First Ascent Asset Management | 11k | $468k | 1% | Dec 2023 |
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| Stratos Wealth Partners | 11k | $478k | 2% | Mar 2024 |
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| Beacon Pointe Advisors | 11k | $459k | -5% | Dec 2023 |
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| RIA Advisory Group | 11k | $585k | 100% | Dec 2023 |
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| Us Bancorp | 11k | $442k | 100% | Dec 2023 |
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| Archvest Wealth Advisors | 11k | $434k | -4% | Dec 2023 |
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| Syverson Strege & Co | 10k | $430k | 1% | Dec 2023 |
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| Heirloom Wealth Management | 9.9k | $425k | -6% | Mar 2024 |
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| Visionary Wealth Advisors | 9.9k | $411k | 2% | Dec 2023 |
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| Mendel Capital Management | 9.9k | $411k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 9.5k | $394k | 0% | Dec 2023 |
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| Gallacher Capital Management | 9.5k | $393k | -11% | Dec 2023 |
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| Central Trust & Investment | 9.4k | $403k | 104% | Mar 2024 |
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| Archford Capital Strategies | 9.4k | $402k | -1% | Mar 2024 |
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| Lido Advisors | 9.3k | $387k | 0% | Dec 2023 |
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| Investment Partners | 9.2k | $394k | 4% | Mar 2024 |
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| Unique Wealth | 9.0k | $385k | 0% | Mar 2024 |
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| First Heartland Consultants | 8.9k | $370k | -1% | Dec 2023 |
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| RFG Advisory | 8.5k | $362k | -7% | Mar 2024 |
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| Capital Investment Advisory Services | 8.3k | $357k | -10% | Mar 2024 |
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| American Trust | 8.3k | $345k | 12% | Dec 2023 |
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| SRS Capital Advisors | 8.3k | $344k | 11% | Dec 2023 |
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| CI Private Wealth | 8.3k | $343k | 100% | Dec 2023 |
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| Eight 31 Financial | 8.1k | $337k | 100% | Dec 2023 |
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| McKinley Carter Wealth Services | 8.0k | $333k | -6% | Dec 2023 |
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| United Capital Financial Advisers | 8.0k | $331k | -14% | Dec 2023 |
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| CFO4Life | 7.9k | $329k | 0% | Dec 2023 |
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| Bay Harbor Wealth Management | 7.9k | $336k | 2% | Mar 2024 |
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| Zacks Investment Management | 7.7k | $321k | 100% | Dec 2023 |
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| Advisory Alpha | 7.7k | $319k | 3% | Dec 2023 |
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| Axxcess Wealth Management | 7.3k | $303k | 0% | Dec 2023 |
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| Parallel Advisors | 6.9k | $286k | 44% | Dec 2023 |
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| Adams Wealth Management | 6.7k | $278k | -39% | Dec 2023 |
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| JFS Wealth Advisors | 6.5k | $269k | 1% | Dec 2023 |
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| Howard Wealth Management | 6.4k | $266k | 2% | Dec 2023 |
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| Compass Financial Group | 6.4k | $272k | -22% | Mar 2024 |
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| CJM Wealth Advisers | 6.2k | $266k | 100% | Mar 2024 |
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| Hanson McClain Advisors | 6.2k | $264k | 30% | Mar 2024 |
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| TPG Financial Advisors | 6.0k | $249k | 3% | Dec 2023 |
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| O'Dell Group | 6.0k | $251k | -8% | Dec 2023 |
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| Aprio Wealth Management | 5.9k | $252k | 100% | Mar 2024 |
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| Founders Financial Alliance | 5.8k | $242k | 0% | Dec 2023 |
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| Captrust Financial Advisors | 5.6k | $234k | 3% | Dec 2023 |
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| Kovack Advisors | 5.6k | $240k | -5% | Mar 2024 |
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| Coastal Investment Advisors | 5.6k | $240k | 13% | Mar 2024 |
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| Philip James Wealth Mangement | 5.6k | $232k | 100% | Dec 2023 |
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| Harwood Advisory | 5.5k | $230k | 0% | Dec 2023 |
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| Encompass More Asset Management | 5.5k | $230k | 100% | Dec 2023 |
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| Nomura Asset Management | 5.5k | $228k | 100% | Dec 2023 |
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| PCA Investment Advisory Services | 5.5k | $226k | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 5.3k | $220k | -13% | Dec 2023 |
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| Bank Of Montreal | 5.2k | $218k | 0% | Dec 2023 |
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| International Assets Investment Management | 5.2k | $223k | -26% | Mar 2024 |
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| Financial Advisors | 5.0k | $209k | -33% | Dec 2023 |
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| Cedar Brook Financial Partners | 5.0k | $215k | -2% | Mar 2024 |
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| BOS Asset Management | 5.0k | $206k | 100% | Dec 2023 |
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| Dynamic Advisors Solutions | 4.9k | $211k | -82% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 4.3k | $177k | -19% | Dec 2023 |
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| SOA Wealth Advisors | 3.5k | $148k | -48% | Mar 2024 |
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| IFP Advisors | 236.00 | $9.8k | -99% | Dec 2023 |
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Who sold out of iShares S&P Moderate Allocation Fund ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sontag Advisory | Sep 2023 | 127k | $4.9M |
| Win Advisors | Dec 2023 | 35k | $1.5M |
| J Arnold Wealth Management | Sep 2023 | 34k | $1.3M |
| Flow Traders US | Sep 2023 | 18k | $683k |
| Citadel Advisors | Sep 2023 | 10k | $397k |
| TBH Global Asset Management | Sep 2023 | 8.1k | $316k |
| Kowal Investment Group | Dec 2023 | 7.7k | $321k |
| Anchor Capital Advisors | Sep 2023 | 6.3k | $246k |
| Feltz Wealth PLAN | Sep 2023 | 5.4k | $211k |