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 |
|---|---|---|---|---|---|
| BlackRock | 2.7M | $123M | 100% | Sep 2024 |
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| BlackRock | 2.7M | $117M | 2% | Jun 2024 |
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| LPL Financial | 939k | $42M | 4% | Sep 2024 |
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| Morgan Stanley | 373k | $16M | 13% | Jun 2024 |
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| Foundations Investment Advisors | 304k | $14M | 11% | Sep 2024 |
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| Royal Bank of Canada | 291k | $13M | -3% | Sep 2024 |
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| Weitzel Financial Services | 270k | $12M | 2% | Sep 2024 |
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| Kavar Capital Partners Group | 269k | $12M | 100% | Sep 2024 |
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| Wells Fargo & Company | 232k | $11M | 35% | Sep 2024 |
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| TCG Advisory Services | 222k | $9.6M | 4559% | Jun 2024 |
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| Bank of America Corporation | 187k | $8.4M | -10% | Sep 2024 |
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| Advisor Group Holdings | 168k | $7.6M | -36% | Sep 2024 |
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| Focus Financial Network | 168k | $7.6M | 67% | Sep 2024 |
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| Weaver Consulting Group | 158k | $7.1M | 1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 155k | $7.0M | -3% | Sep 2024 |
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| Commonwealth Equity Services | 148k | $6.7M | -9% | Sep 2024 |
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| Investment Advisory Group | 130k | $5.9M | 1% | Sep 2024 |
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| Eight 31 Financial | 116k | $5.2M | 2% | Sep 2024 |
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| Brookstone Capital Management | 109k | $4.9M | 1% | Sep 2024 |
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| Royal Fund Management | 100k | $4.5M | 18% | Sep 2024 |
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| International Assets Investment Management | 99k | $2.2M | 1808% | Sep 2024 |
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| Branch Banking & Trust Company | 98k | $4.2M | -5% | Jun 2024 |
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| Consilium Wealth Advisory | 97k | $4.4M | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 92k | $4.0M | -2% | Jun 2024 |
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| Lodestar Private Asset Management | 84k | $3.8M | 1% | Sep 2024 |
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| Cetera Investment Advisers | 82k | $3.5M | -2% | Jun 2024 |
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| AlTi Global | 81k | $3.6M | -30% | Sep 2024 |
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| Mutual Advisors | 71k | $3.1M | 4% | Sep 2024 |
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| Ameritas Advisory Services | 67k | $3.0M | -1% | Sep 2024 |
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| Onyx Bridge Wealth Group | 66k | $3.0M | 0% | Sep 2024 |
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| Financial Advocates Investment Management | 61k | $2.8M | 0% | Sep 2024 |
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| Thrive Capital Management | 55k | $2.5M | -8% | Sep 2024 |
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| Taylor Financial Group | 51k | $2.3M | 8% | Sep 2024 |
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| Smith Anglin Financial | 51k | $2.3M | 0% | Sep 2024 |
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| Beacon Financial Advisory | 45k | $2.0M | 0% | Sep 2024 |
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| TRUE Private Wealth Advisors | 43k | $1.9M | 2% | Sep 2024 |
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| Envestnet Asset Management | 42k | $1.9M | 69% | Sep 2024 |
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| Aveo Capital Partners | 41k | $1.9M | 5% | Sep 2024 |
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| Raymond James Financial Services Advisors | 41k | $1.9M | -6% | Sep 2024 |
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| Raymond James & Associates | 41k | $1.9M | 18% | Sep 2024 |
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| Patton Albertson & Miller | 40k | $1.7M | 2% | Jun 2024 |
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| One Capital Management | 40k | $1.8M | 1% | Sep 2024 |
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| Ellenbecker Investment Group | 40k | $1.8M | 4% | Sep 2024 |
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| Kestra Advisory Services | 38k | $1.7M | -11% | Sep 2024 |
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| LifePlan Financial | 37k | $1.7M | -3% | Sep 2024 |
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| Susquehanna International | 36k | $1.6M | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 34k | $1.5M | -13% | Sep 2024 |
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| Aspiriant | 31k | $1.4M | 0% | Sep 2024 |
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| Jane Street | 31k | $1.4M | -79% | Sep 2024 |
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| GeoWealth Management | 28k | $1.3M | 6% | Sep 2024 |
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| Harbour Investments | 28k | $1.3M | -6% | Sep 2024 |
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| Jim Saulnier & Associates | 28k | $1.2M | 100% | Sep 2024 |
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| Proequities | 28k | $1.2B | 7% | Sep 2024 |
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| RDA Financial Network | 28k | $1.2M | -2% | Sep 2024 |
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| Plan Group Financial | 27k | $1.2M | -6% | Sep 2024 |
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| Insigneo Advisory Services | 27k | $1.2M | 0% | Sep 2024 |
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| First Financial Bank, N.A. - Trust Division | 25k | $1.1M | 6% | Sep 2024 |
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| Goss Wealth Management | 24k | $1.0M | 311% | Jun 2024 |
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| HighTower Advisors | 24k | $1.0M | 65% | Jun 2024 |
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| Fort Henry Capital | 24k | $1.1M | -1% | Sep 2024 |
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| Renaissance Technologies | 22k | $1.0M | 15% | Sep 2024 |
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| H D Vest Advisory Services | 22k | $936k | -1% | Jun 2024 |
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| Comprehensive Portfolio Management | 21k | $959k | -7% | Sep 2024 |
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| Financial Enhancement | 21k | $828k | -65% | Sep 2024 |
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| Sigma Planning | 21k | $935k | 3% | Sep 2024 |
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| Milestone Asset Management | 21k | $928k | 4% | Sep 2024 |
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| Gallacher Capital Management | 20k | $920k | 17% | Sep 2024 |
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| Prosperity Consulting Group | 20k | $919k | 25% | Sep 2024 |
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| Atria Wealth Solutions | 20k | $908k | 10% | Sep 2024 |
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| Northstar | 19k | $870k | -1% | Sep 2024 |
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| Mml Investors Services | 19k | $865k | 2% | Sep 2024 |
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| Summit Wealth Partners | 19k | $848k | 0% | Sep 2024 |
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| Sovereign Financial Group | 19k | $844k | 6% | Sep 2024 |
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| Global Financial Private Client | 18k | $829k | 0% | Sep 2024 |
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| Beacon Investment Advisory Services | 18k | $784k | -9% | Jun 2024 |
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| Marino, Stram & Associates | 18k | $813k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 18k | $807k | 1% | Sep 2024 |
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| Flagship Harbor Advisors | 18k | $805k | -6% | Sep 2024 |
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| Godshalk Welsh Capital Management | 18k | $793k | -2% | Sep 2024 |
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| Steel Peak Wealth Management | 18k | $792k | 2% | Sep 2024 |
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| Legacy Financial Group | 16k | $697k | 4% | Sep 2024 |
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| AE Wealth Management | 15k | $691k | -11% | Sep 2024 |
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| Clear Creek Financial Management | 15k | $685k | 0% | Sep 2024 |
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| Ausdal Financial Partners | 14k | $650k | -1% | Sep 2024 |
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| Mesirow Financial Investment Management International Equity | 14k | $630k | 100% | Sep 2024 |
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| Armstrong, Fleming & Moore | 14k | $619k | 1% | Sep 2024 |
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| FinTrust Capital Advisors | 14k | $617k | -23% | Sep 2024 |
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| Silver Oak Securities | 13k | $606k | 16% | Sep 2024 |
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| Integrity Financial Corp | 13k | $605k | -6% | Sep 2024 |
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| Dentgroup | 13k | $600k | 0% | Sep 2024 |
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| Mercer Global Advisors | 13k | $563k | -9% | Jun 2024 |
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| Kingsview Wealth Management | 13k | $590k | -2% | Sep 2024 |
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| J.w. Cole Advisors | 13k | $589k | -10% | Sep 2024 |
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| Centaurus Financial | 13k | $570k | -3% | Sep 2024 |
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| Pensionmark Financial Group | 13k | $536k | 100% | Jun 2024 |
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| Mosley Wealth Management | 12k | $543k | -7% | Sep 2024 |
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| RTD Financial Advisors | 12k | $531k | -1% | Sep 2024 |
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| Fund Evaluation Group | 12k | $526k | 100% | Sep 2024 |
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| RFG Advisory | 12k | $521k | -8% | Sep 2024 |
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| Mariner Wealth Advisors | 11k | $508k | -20% | Sep 2024 |
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| Merriman Wealth Management | 11k | $505k | 0% | Sep 2024 |
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| Stratos Wealth Partners | 11k | $503k | -2% | Sep 2024 |
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| Stifel Financial | 11k | $469k | -1% | Jun 2024 |
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| Wealth Forward | 11k | $481k | -7% | Sep 2024 |
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| Mason & Associates | 11k | $480k | 1% | Sep 2024 |
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| National Wealth Management Group | 10k | $464k | 6% | Sep 2024 |
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| Mendel Capital Management | 10k | $453k | 0% | Sep 2024 |
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| National Bank Of Canada /fi/ | 9.9k | $446k | -22% | Sep 2024 |
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| Integrated Wealth Concepts | 9.8k | $442k | 2% | Sep 2024 |
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| Central Trust & Investment | 9.6k | $432k | 9% | Sep 2024 |
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| Steward Partners Investment Advisory | 9.5k | $410k | 0% | Jun 2024 |
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| Lido Advisors | 9.4k | $406k | 0% | Jun 2024 |
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| Investment Partners | 9.3k | $421k | 1% | Sep 2024 |
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| Private Advisor | 9.3k | $421k | -1% | Sep 2024 |
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| SimpliFi | 9.1k | $409k | 1% | Sep 2024 |
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| Tempus Wealth Planning | 9.0k | $404k | 9% | Sep 2024 |
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| Syntrinsic | 8.9k | $386k | 4% | Sep 2024 |
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| Unique Wealth | 8.9k | $400k | -2% | Sep 2024 |
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| First Heartland Consultants | 8.8k | $398k | 0% | Sep 2024 |
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| Nicolet Advisory Services | 8.7k | $387k | 4% | Sep 2024 |
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| United Capital Financial Advisers | 8.4k | $380k | -3% | Sep 2024 |
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| Archford Capital Strategies | 8.4k | $374k | -4% | Sep 2024 |
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| Capital Investment Advisory Services | 8.3k | $375k | 0% | Sep 2024 |
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| McKinley Carter Wealth Services | 8.0k | $361k | -3% | Sep 2024 |
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| Heirloom Wealth Management | 7.9k | $358k | -5% | Sep 2024 |
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| CFO4Life | 7.9k | $358k | 0% | Sep 2024 |
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| Bay Harbor Wealth Management | 7.9k | $355k | 0% | Sep 2024 |
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| Visionary Wealth Advisors | 7.9k | $354k | -13% | Sep 2024 |
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| Syverson Strege & Co | 7.8k | $354k | 3% | Sep 2024 |
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| Advisory Services Network | 7.8k | $335k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 7.5k | $340k | 2% | Sep 2024 |
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| Austin Private Wealth | 7.5k | $339k | 0% | Sep 2024 |
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| Axxcess Wealth Management | 7.5k | $337k | 0% | Sep 2024 |
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| Leading Edge Financial Planning | 7.4k | $333k | -1% | Sep 2024 |
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| SRS Capital Advisors | 7.3k | $331k | 1% | Sep 2024 |
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| Bright Futures Wealth Management | 7.2k | $316k | 100% | Sep 2024 |
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| Buckingham Strategic Partners | 7.1k | $320k | 100% | Sep 2024 |
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| Townsquare Capital | 7.0k | $317k | -13% | Sep 2024 |
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| Creative Planning | 6.9k | $311k | 100% | Sep 2024 |
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| Estate Counselors | 6.7k | $303k | -4% | Sep 2024 |
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| Worth Financial Advisory Group | 6.7k | $300k | 35% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 6.5k | $292k | -17% | Sep 2024 |
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| Archvest Wealth Advisors | 5.9k | $268k | 0% | Sep 2024 |
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| Executive Wealth Management | 5.8k | $263k | 100% | Sep 2024 |
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| Great Valley Advisor Group | 5.7k | $257k | -2% | Sep 2024 |
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| Captrust Financial Advisors | 5.7k | $256k | -4% | Sep 2024 |
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| Aprio Wealth Management | 5.7k | $256k | 0% | Sep 2024 |
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| Claro Advisors | 5.7k | $255k | 100% | Sep 2024 |
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| Empirical Asset Management | 5.5k | $249k | -1% | Sep 2024 |
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| Nomura Asset Management | 5.5k | $248k | 0% | Sep 2024 |
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| Philip James Wealth Mangement | 5.5k | $247k | 1% | Sep 2024 |
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| Dynamic Advisors Solutions | 5.5k | $247k | -2% | Sep 2024 |
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| Compass Financial Group | 5.1k | $229k | -10% | Sep 2024 |
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| Reston Wealth Management | 117.00 | $5.3k | -99% | Sep 2024 |
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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 |
|---|---|---|---|
| Colony | Jun 2024 | 68k | $2.9M |
| Goldman Sachs Group | Mar 2024 | 31k | $1.3M |
| Citadel Advisors | Jun 2024 | 21k | $884k |
| Janney Montgomery Scott | Jun 2024 | 11k | $491k |
| Beacon Pointe Advisors | Jun 2024 | 10k | $430k |
| Us Bancorp | Jun 2024 | 9.8k | $419k |
| American Trust | Mar 2024 | 8.8k | $376k |
| IFG Advisory | Jun 2024 | 6.3k | $273k |
| Coastal Investment Advisors | Jun 2024 | 5.6k | $239k |