Who owns iShares S&P Moderate Allocation Fund ETF?
- Ticker: AOM
- CUSIP Number: 464289875
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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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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 |
|
BlackRock | 2.7M | $117M | 2% | Jun 2024 |
|
LPL Financial | 939k | $42M | 4% | Sep 2024 |
|
Morgan Stanley | 373k | $16M | 13% | Jun 2024 |
|
Foundations Investment Advisors | 304k | $14M | 11% | Sep 2024 |
|
Royal Bank of Canada | 291k | $13M | -3% | Sep 2024 |
|
Weitzel Financial Services | 270k | $12M | 2% | Sep 2024 |
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Kavar Capital Partners Group | 269k | $12M | 100% | Sep 2024 |
|
Wells Fargo & Company | 232k | $11M | 35% | Sep 2024 |
|
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 |
|
Focus Financial Network | 168k | $7.6M | 67% | Sep 2024 |
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Weaver Consulting Group | 158k | $7.1M | 1% | Sep 2024 |
|
Cambridge Investment Research Advisors | 155k | $7.0M | -3% | Sep 2024 |
|
Commonwealth Equity Services | 148k | $6.7M | -9% | Sep 2024 |
|
Investment Advisory Group | 130k | $5.9M | 1% | Sep 2024 |
|
Eight 31 Financial | 116k | $5.2M | 2% | Sep 2024 |
|
Brookstone Capital Management | 109k | $4.9M | 1% | Sep 2024 |
|
Royal Fund Management | 100k | $4.5M | 18% | Sep 2024 |
|
International Assets Investment Management | 99k | $2.2M | 1808% | Sep 2024 |
|
Branch Banking & Trust Company | 98k | $4.2M | -5% | Jun 2024 |
|
Consilium Wealth Advisory | 97k | $4.4M | 0% | Sep 2024 |
|
Wealth Enhancement Advisory Services | 92k | $4.0M | -2% | Jun 2024 |
|
Lodestar Private Asset Management | 84k | $3.8M | 1% | Sep 2024 |
|
Cetera Investment Advisers | 82k | $3.5M | -2% | Jun 2024 |
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AlTi Global | 81k | $3.6M | -30% | Sep 2024 |
|
Mutual Advisors | 71k | $3.1M | 4% | Sep 2024 |
|
Ameritas Advisory Services | 67k | $3.0M | -1% | Sep 2024 |
|
Onyx Bridge Wealth Group | 66k | $3.0M | 0% | Sep 2024 |
|
Financial Advocates Investment Management | 61k | $2.8M | 0% | Sep 2024 |
|
Thrive Capital Management | 55k | $2.5M | -8% | Sep 2024 |
|
Taylor Financial Group | 51k | $2.3M | 8% | Sep 2024 |
|
Smith Anglin Financial | 51k | $2.3M | 0% | Sep 2024 |
|
Beacon Financial Advisory | 45k | $2.0M | 0% | Sep 2024 |
|
TRUE Private Wealth Advisors | 43k | $1.9M | 2% | Sep 2024 |
|
Envestnet Asset Management | 42k | $1.9M | 69% | Sep 2024 |
|
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 |
|
Patton Albertson & Miller | 40k | $1.7M | 2% | Jun 2024 |
|
One Capital Management | 40k | $1.8M | 1% | Sep 2024 |
|
Ellenbecker Investment Group | 40k | $1.8M | 4% | Sep 2024 |
|
Kestra Advisory Services | 38k | $1.7M | -11% | Sep 2024 |
|
LifePlan Financial | 37k | $1.7M | -3% | Sep 2024 |
|
Susquehanna International | 36k | $1.6M | 100% | Sep 2024 |
|
Jpmorgan Chase & Co | 34k | $1.5M | -13% | Sep 2024 |
|
Aspiriant | 31k | $1.4M | 0% | Sep 2024 |
|
Jane Street | 31k | $1.4M | -79% | Sep 2024 |
|
GeoWealth Management | 28k | $1.3M | 6% | Sep 2024 |
|
Harbour Investments | 28k | $1.3M | -6% | Sep 2024 |
|
Jim Saulnier & Associates | 28k | $1.2M | 100% | Sep 2024 |
|
Proequities | 28k | $1.2B | 7% | Sep 2024 |
|
RDA Financial Network | 28k | $1.2M | -2% | Sep 2024 |
|
Plan Group Financial | 27k | $1.2M | -6% | Sep 2024 |
|
Insigneo Advisory Services | 27k | $1.2M | 0% | Sep 2024 |
|
First Financial Bank, N.A. - Trust Division | 25k | $1.1M | 6% | Sep 2024 |
|
Goss Wealth Management | 24k | $1.0M | 311% | Jun 2024 |
|
HighTower Advisors | 24k | $1.0M | 65% | Jun 2024 |
|
Fort Henry Capital | 24k | $1.1M | -1% | Sep 2024 |
|
Renaissance Technologies | 22k | $1.0M | 15% | Sep 2024 |
|
H D Vest Advisory Services | 22k | $936k | -1% | Jun 2024 |
|
Comprehensive Portfolio Management | 21k | $959k | -7% | Sep 2024 |
|
Financial Enhancement | 21k | $828k | -65% | Sep 2024 |
|
Sigma Planning | 21k | $935k | 3% | Sep 2024 |
|
Milestone Asset Management | 21k | $928k | 4% | Sep 2024 |
|
Gallacher Capital Management | 20k | $920k | 17% | Sep 2024 |
|
Prosperity Consulting Group | 20k | $919k | 25% | Sep 2024 |
|
Atria Wealth Solutions | 20k | $908k | 10% | Sep 2024 |
|
Northstar | 19k | $870k | -1% | Sep 2024 |
|
Mml Investors Services | 19k | $865k | 2% | Sep 2024 |
|
Summit Wealth Partners | 19k | $848k | 0% | Sep 2024 |
|
Sovereign Financial Group | 19k | $844k | 6% | Sep 2024 |
|
Global Financial Private Client | 18k | $829k | 0% | Sep 2024 |
|
Beacon Investment Advisory Services | 18k | $784k | -9% | Jun 2024 |
|
Marino, Stram & Associates | 18k | $813k | 0% | Sep 2024 |
|
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 |
|
Steel Peak Wealth Management | 18k | $792k | 2% | Sep 2024 |
|
Legacy Financial Group | 16k | $697k | 4% | Sep 2024 |
|
AE Wealth Management | 15k | $691k | -11% | Sep 2024 |
|
Clear Creek Financial Management | 15k | $685k | 0% | Sep 2024 |
|
Ausdal Financial Partners | 14k | $650k | -1% | Sep 2024 |
|
Mesirow Financial Investment Management International Equity | 14k | $630k | 100% | Sep 2024 |
|
Armstrong, Fleming & Moore | 14k | $619k | 1% | Sep 2024 |
|
FinTrust Capital Advisors | 14k | $617k | -23% | Sep 2024 |
|
Silver Oak Securities | 13k | $606k | 16% | Sep 2024 |
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Integrity Financial Corp | 13k | $605k | -6% | Sep 2024 |
|
Dentgroup | 13k | $600k | 0% | Sep 2024 |
|
Mercer Global Advisors | 13k | $563k | -9% | Jun 2024 |
|
Kingsview Wealth Management | 13k | $590k | -2% | Sep 2024 |
|
J.w. Cole Advisors | 13k | $589k | -10% | Sep 2024 |
|
Centaurus Financial | 13k | $570k | -3% | Sep 2024 |
|
Pensionmark Financial Group | 13k | $567k | 1% | Sep 2024 |
|
Mosley Wealth Management | 12k | $543k | -7% | Sep 2024 |
|
RTD Financial Advisors | 12k | $531k | -1% | Sep 2024 |
|
Fund Evaluation Group | 12k | $526k | 100% | Sep 2024 |
|
RFG Advisory | 12k | $521k | -8% | Sep 2024 |
|
Mariner Wealth Advisors | 11k | $508k | -20% | Sep 2024 |
|
Merriman Wealth Management | 11k | $505k | 0% | Sep 2024 |
|
Stratos Wealth Partners | 11k | $503k | -2% | Sep 2024 |
|
Stifel Financial | 11k | $469k | -1% | Jun 2024 |
|
Sanctuary Advisors | 11k | $475k | 100% | Sep 2024 |
|
Wealth Forward | 11k | $481k | -7% | Sep 2024 |
|
Mason & Associates | 11k | $480k | 1% | Sep 2024 |
|
National Wealth Management Group | 10k | $464k | 6% | Sep 2024 |
|
Mendel Capital Management | 10k | $453k | 0% | Sep 2024 |
|
National Bank Of Canada /fi/ | 9.9k | $446k | -22% | Sep 2024 |
|
Integrated Wealth Concepts | 9.8k | $442k | 2% | Sep 2024 |
|
Central Trust & Investment | 9.6k | $432k | 9% | Sep 2024 |
|
Steward Partners Investment Advisory | 9.5k | $410k | 0% | Jun 2024 |
|
Lido Advisors | 9.4k | $406k | 0% | Jun 2024 |
|
Investment Partners | 9.3k | $421k | 1% | Sep 2024 |
|
Private Advisor | 9.3k | $421k | -1% | Sep 2024 |
|
SimpliFi | 9.1k | $409k | 1% | Sep 2024 |
|
Tempus Wealth Planning | 9.0k | $404k | 9% | Sep 2024 |
|
Syntrinsic | 8.9k | $386k | 4% | Sep 2024 |
|
Unique Wealth | 8.9k | $400k | -2% | Sep 2024 |
|
First Heartland Consultants | 8.8k | $398k | 0% | Sep 2024 |
|
Nicolet Advisory Services | 8.7k | $387k | 4% | Sep 2024 |
|
United Capital Financial Advisers | 8.4k | $380k | -3% | Sep 2024 |
|
Archford Capital Strategies | 8.4k | $374k | -4% | Sep 2024 |
|
Capital Investment Advisory Services | 8.3k | $375k | 0% | Sep 2024 |
|
McKinley Carter Wealth Services | 8.0k | $361k | -3% | Sep 2024 |
|
Heirloom Wealth Management | 7.9k | $358k | -5% | Sep 2024 |
|
CFO4Life | 7.9k | $358k | 0% | Sep 2024 |
|
Bay Harbor Wealth Management | 7.9k | $355k | 0% | Sep 2024 |
|
Visionary Wealth Advisors | 7.9k | $354k | -13% | Sep 2024 |
|
Syverson Strege & Co | 7.8k | $354k | 3% | Sep 2024 |
|
Advisory Services Network | 7.8k | $335k | 0% | Sep 2024 |
|
Jones Financial Companies, L.L | 7.5k | $340k | 2% | Sep 2024 |
|
Austin Private Wealth | 7.5k | $339k | 0% | Sep 2024 |
|
Axxcess Wealth Management | 7.5k | $337k | 0% | Sep 2024 |
|
Leading Edge Financial Planning | 7.4k | $333k | -1% | Sep 2024 |
|
SRS Capital Advisors | 7.3k | $331k | 1% | Sep 2024 |
|
Bright Futures Wealth Management | 7.2k | $316k | 100% | Sep 2024 |
|
Buckingham Strategic Partners | 7.1k | $320k | 100% | Sep 2024 |
|
Townsquare Capital | 7.0k | $317k | -13% | Sep 2024 |
|
Creative Planning | 6.9k | $311k | 100% | Sep 2024 |
|
Estate Counselors | 6.7k | $303k | -4% | Sep 2024 |
|
Worth Financial Advisory Group | 6.7k | $300k | 35% | Sep 2024 |
|
Federation des caisses Desjardins du Quebec | 6.5k | $292k | -17% | Sep 2024 |
|
Archvest Wealth Advisors | 5.9k | $268k | 0% | Sep 2024 |
|
Executive Wealth Management | 5.8k | $263k | 100% | Sep 2024 |
|
Great Valley Advisor Group | 5.7k | $257k | -2% | Sep 2024 |
|
Captrust Financial Advisors | 5.7k | $256k | -4% | Sep 2024 |
|
Aprio Wealth Management | 5.7k | $256k | 0% | Sep 2024 |
|
Claro Advisors | 5.7k | $255k | 100% | Sep 2024 |
|
Compass Financial Group | 5.1k | $229k | -10% | Sep 2024 |
|
Reston Wealth Management | 117.00 | $5.3k | -99% | Sep 2024 |
|
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 |
IFG Advisory | Jun 2024 | 6.3k | $273k |