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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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 | ||
---|---|---|---|---|---|---|
Tiedemann Wealth Management | 1.5M | $66M | 1% | Mar 2022 | ||
AE Wealth Management | 412k | $19M | -68% | Dec 2021 | ||
Wells Fargo & Company | 386k | $18M | 43% | Dec 2021 | ||
Advisor Group Holdings | 386k | $17M | -1% | Mar 2022 | ||
Morgan Stanley | 326k | $14M | 100% | Mar 2022 | ||
Ameritas Advisory Services | 228k | $9.8M | 13% | Mar 2022 | ||
Cambridge Investment Research Advisors | 227k | $10M | 0% | Dec 2021 | ||
Aspiriant | 182k | $7.8M | -3% | Mar 2022 | ||
Brookstone Capital Management | 179k | $7.5M | 33% | Mar 2022 | ||
Weaver Consulting Group | 178k | $7.6M | -2% | Mar 2022 | ||
Thrive Capital Management | 162k | $7.0M | -15% | Mar 2022 | ||
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Commonwealth Equity Services | 133k | $5.7M | -20% | Mar 2022 | ||
Sweet Financial Partners | 131k | $5.6M | 100% | Mar 2022 | ||
FDx Advisors | 130k | $5.6M | 100% | Mar 2022 | ||
Investment Advisory Group | 109k | $4.7M | 1% | Mar 2022 | ||
Financial Advocates Investment Management | 99k | $4.2M | 1% | Mar 2022 | ||
Patton Albertson & Miller | 95k | $4.1M | -18% | Mar 2022 | ||
Beacon Financial Advisory | 83k | $3.6M | -20% | Mar 2022 | ||
Weitzel Financial Services | 82k | $3.5M | 25% | Mar 2022 | ||
Fure Financial Corp | 76k | $3.5M | 2% | Dec 2021 | ||
Royal Fund Management | 76k | $3.2M | 13% | Mar 2022 | ||
Raymond James Financial Services Advisors | 74k | $3.2M | 20% | Mar 2022 | ||
Summit Wealth & Retirement Planning | 71k | $3.2M | -29% | Dec 2021 | ||
Win Advisors | 69k | $3.0M | 100% | Mar 2022 | ||
Envestnet Asset Management | 64k | $2.7M | -22% | Mar 2022 | ||
Warren Averett Asset Management | 58k | $2.5M | 5% | Mar 2022 | ||
Oppenheimer Asset Management | 56k | $2.6M | 100% | Dec 2021 | ||
Mutual Advisors | 54k | $2.3M | 32% | Mar 2022 | ||
Reston Wealth Management | 52k | $2.3M | 0% | Mar 2022 | ||
Raymond James & Associates | 51k | $2.2M | -65% | Mar 2022 | ||
Kestra Advisory Services | 50k | $2.2M | 1% | Mar 2022 | ||
Jane Street | 49k | $2.1M | 100% | Mar 2022 | ||
Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 48k | $2.1M | 1% | Mar 2022 | ||
Harrell Investment Partners | 45k | $1.9M | 100% | Mar 2022 | ||
Aveo Capital Partners | 42k | $1.8M | -1% | Mar 2022 | ||
GeoWealth Management | 41k | $1.8M | 100% | Mar 2022 | ||
Steward Partners Investment Advisory | 40k | $1.7M | -21% | Mar 2022 | ||
Kovack Advisors | 36k | $1.5M | -1% | Mar 2022 | ||
Citadel Advisors | 35k | $1.5M | 209% | Mar 2022 | ||
Mercer Global Advisors | 34k | $1.5M | -8% | Mar 2022 | ||
Strategic Financial | 34k | $1.4M | 2% | Mar 2022 | ||
Frank. Day | 34k | $1.4M | 100% | Mar 2022 | ||
Northstar | 29k | $1.2M | 0% | Mar 2022 | ||
RDA Financial Network | 29k | $1.2M | 3% | Mar 2022 | ||
Private Advisor | 28k | $1.3M | 0% | Mar 2022 | ||
Fort Henry Capital | 27k | $1.2M | -5% | Mar 2022 | ||
Kuehl Shepherd Kozlowski & Associates | 27k | $1.1M | 1% | Mar 2022 | ||
Qube Research & Technologies | 26k | $1.1M | -65% | Mar 2022 | ||
GW & Wade | 26k | $1.1M | 0% | Mar 2022 | ||
Spire Wealth Management | 26k | $1.2M | 17% | Dec 2021 | ||
Harbour Investments | 25k | $1.1M | -24% | Dec 2021 | ||
Comprehensive Portfolio Management | 24k | $1.0M | -1% | Mar 2022 | ||
Ausdal Financial Partners | 23k | $987k | -2% | Mar 2022 | ||
Geneos Wealth Management | 22k | $958k | -81% | Mar 2022 | ||
RTD Financial Advisors | 22k | $930k | 5% | Mar 2022 | ||
Integrity Financial Corp | 22k | $927k | 100% | Mar 2022 | ||
Marino, Stram & Associates | 21k | $913k | 0% | Mar 2022 | ||
Goss Wealth Management | 21k | $886k | 13% | Mar 2022 | ||
Retireful | 20k | $873k | 100% | Mar 2022 | ||
Mml Investors Services | 18k | $785k | 34% | Mar 2022 | ||
Sovereign Financial Group | 18k | $827k | 25% | Dec 2021 | ||
Beacon Pointe Advisors | 18k | $777k | -11% | Mar 2022 | ||
Steel Peak Wealth Management | 18k | $772k | -8% | Mar 2022 | ||
Beacon Investment Advisory Services | 18k | $769k | 0% | Mar 2022 | ||
J.w. Cole Advisors | 18k | $763k | 1% | Mar 2022 | ||
Legacy Financial Group | 17k | $727k | 45% | Mar 2022 | ||
Northwest Wealth Management | 17k | $724k | -6% | Mar 2022 | ||
Nelson, Van Denburg & Campbell Wealth Management | 16k | $705k | 109% | Mar 2022 | ||
Nicolet Advisory Services | 16k | $691k | -24% | Mar 2022 | ||
Strategic Wealth Partners | 16k | $727k | -13% | Dec 2021 | ||
Dynamic Advisors Solutions | 15k | $660k | 0% | Mar 2022 | ||
TRUE Private Wealth Advisors | 15k | $628k | 130% | Mar 2022 | ||
CLS Investments | 15k | $683k | 100% | Dec 2021 | ||
Redhawk Wealth Advisors | 15k | $645k | -22% | Mar 2022 | ||
Integrated Wealth Concepts | 15k | $641k | -27% | Mar 2022 | ||
Oppenheimer & Co | 15k | $672k | 100% | Dec 2021 | ||
Davenport & Co | 15k | $633k | 4% | Mar 2022 | ||
Wilbanks Smith & Thomas Asset Management | 15k | $590k | 0% | Mar 2022 | ||
First Heartland Consultants | 14k | $611k | 0% | Mar 2022 | ||
Cetera Investment Advisers | 14k | $593k | 2% | Mar 2022 | ||
Ellenbecker Investment Group | 14k | $589k | 20% | Mar 2022 | ||
CX Institutional | 13k | $574k | -5% | Mar 2022 | ||
Dentgroup | 13k | $572k | 0% | Mar 2022 | ||
H D Vest Advisory Services | 13k | $557k | 50% | Mar 2022 | ||
Stifel Financial | 13k | $552k | 41% | Mar 2022 | ||
CFS Investment Advisory Services | 13k | $0 | 100% | Mar 2022 | ||
Archvest Wealth Advisors | 13k | $543k | 100% | Mar 2022 | ||
Archford Capital Strategies | 13k | $572k | -1% | Dec 2021 | ||
Fullen Financial Group | 13k | $535k | 2% | Mar 2022 | ||
Householder Group Estate & Retirement Specialist | 12k | $563k | 100% | Dec 2021 | ||
Roman Butler Fullerton & Co | 12k | $510k | -5% | Mar 2022 | ||
SRS Capital Advisors | 12k | $539k | 2% | Dec 2021 | ||
Visionary Wealth Advisors | 12k | $507k | 3% | Mar 2022 | ||
PFG Advisors | 12k | $531k | 100% | Dec 2021 | ||
Garrett Wealth Advisory Group | 12k | $498k | 0% | Mar 2022 | ||
IFP Advisors | 12k | $524k | 21% | Dec 2021 | ||
Capital Investment Advisory Services | 11k | $476k | 0% | Mar 2022 | ||
SimpliFi | 11k | $467k | 0% | Mar 2022 | ||
Cahaba Wealth Management | 11k | $431k | 0% | Mar 2022 | ||
AdvisorNet Financial | 10k | $443k | 0% | Mar 2022 | ||
Harwood Advisory | 10k | $437k | -9% | Mar 2022 | ||
Feltz Wealth PLAN | 10k | $411k | 12% | Mar 2022 | ||
Mendel Capital Management | 10k | $432k | 0% | Mar 2022 | ||
HBW Advisory Services | 10k | $456k | 11% | Dec 2021 | ||
Lloyd Advisory Services | 9.9k | $425k | 597% | Mar 2022 | ||
McKinley Carter Wealth Services | 9.9k | $424k | 8% | Mar 2022 | ||
Sigma Planning | 9.8k | $423k | -4% | Mar 2022 | ||
Advisory Alpha | 9.8k | $420k | -5% | Mar 2022 | ||
Streettalk Advisors | 9.7k | $418k | 25% | Mar 2022 | ||
Lokken Investment Group | 9.5k | $386k | -4% | Mar 2022 | ||
Belpointe Asset Management | 9.5k | $407k | 49% | Mar 2022 | ||
Madrona Financial Services | 9.4k | $396k | -82% | Mar 2022 | ||
Manchester Financial | 9.1k | $391k | 100% | Mar 2022 | ||
Branch Banking & Trust Company | 9.1k | $390k | 0% | Mar 2022 | ||
Occidental Asset Management | 9.0k | $388k | 1% | Mar 2022 | ||
Renaissance Technologies | 9.0k | $387k | 100% | Mar 2022 | ||
Trilogy Capital | 8.8k | $379k | -97% | Mar 2022 | ||
Acorn Wealth Advisors | 8.8k | $377k | -3% | Mar 2022 | ||
Bay Harbor Wealth Management | 8.7k | $373k | 0% | Mar 2022 | ||
Thrivent Financial for Lutherans | 8.7k | $373k | 5% | Mar 2022 | ||
CFO4Life | 7.9k | $341k | 0% | Mar 2022 | ||
Efficient Advisors | 7.9k | $338k | -11% | Mar 2022 | ||
Advisor Resource Council | 7.6k | $326k | 0% | Mar 2022 | ||
Carolinas Wealth Consulting | 7.5k | $321k | 1% | Mar 2022 | ||
Clear Creek Financial Management | 7.4k | $318k | 0% | Mar 2022 | ||
Compass Ion Advisors | 7.4k | $318k | -98% | Mar 2022 | ||
Bank Of Montreal | 7.4k | $340k | -10% | Dec 2021 | ||
Syverson Strege & Co | 7.3k | $314k | -19% | Mar 2022 | ||
NorthRock Partners | 7.2k | $309k | -7% | Mar 2022 | ||
Goldman Sachs Group | 7.0k | $302k | -86% | Mar 2022 | ||
Anchor Capital Advisors | 6.8k | $294k | 0% | Mar 2022 | ||
Bluesphere Advisors | 6.6k | $287k | 3% | Mar 2022 | ||
O'Dell Group | 6.6k | $282k | 0% | Mar 2022 | ||
Ahrens Investment Partners | 6.6k | $282k | -14% | Mar 2022 | ||
SOA Wealth Advisors | 6.5k | $279k | 0% | Mar 2022 | ||
TPG Financial Advisors | 6.2k | $267k | -7% | Mar 2022 | ||
Financial Strategies Group | 6.2k | $266k | 1% | Mar 2022 | ||
Lincoln National | 6.2k | $265k | 2% | Mar 2022 | ||
Bnp Paribas Arbitrage, Snc | 6.1k | $261k | -61% | Mar 2022 | ||
Greatmark Investment Partners | 6.0k | $258k | 0% | Mar 2022 | ||
Flagship Harbor Advisors | 5.9k | $255k | -23% | Mar 2022 | ||
Kingsview Wealth Management | 5.9k | $269k | -1% | Dec 2021 | ||
Wealthcare Advisory Partners | 5.9k | $253k | 0% | Mar 2022 | ||
Brandywine Oak Private Wealth | 5.8k | $248k | 4% | Mar 2022 | ||
Captrust Financial Advisors | 5.7k | $247k | -30% | Mar 2022 | ||
Level Four Advisory Services | 5.6k | $239k | 0% | Mar 2022 | ||
Western Wealth Management | 5.5k | $238k | 100% | Mar 2022 | ||
Silver Oak Securities | 5.5k | $231k | 100% | Mar 2022 | ||
Adams Wealth Management | 5.4k | $230k | -6% | Mar 2022 | ||
Means Investment | 5.4k | $230k | -41% | Mar 2022 | ||
Cedar Brook Financial Partners | 5.3k | $228k | -17% | Mar 2022 | ||
Janney Montgomery Scott | 5.0k | $215k | -94% | Mar 2022 | ||
First Ascent Asset Management | 4.9k | $209k | -18% | Mar 2022 | ||
Polaris Wealth Advisers | 4.4k | $202k | -27% | Dec 2021 | ||
WestEnd Advisors | 1.5k | $63k | -95% | Mar 2022 | ||
Aptus Capital Advisors | 1.4k | $0 | -91% | Mar 2022 |
Who sold out of iShares S&P Moderate Allocation Fund ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bank of America Corporation | Dec 2021 | 384k | $18M |
Barclays | Sep 2021 | 79k | $3.5M |
Stratos Wealth Partners | Dec 2021 | 16k | $745k |
Parametric Portfolio Associates | Sep 2021 | 15k | $653k |
Sargent Bickham Lagudis | Dec 2021 | 11k | $479k |
Financial Management Network | Dec 2021 | 9.7k | $441k |
Vigilare Wealth Management | Dec 2021 | 8.8k | $400k |
Rdl Financial | Dec 2021 | 8.7k | $397k |
Compass Advisory Group | Dec 2021 | 8.4k | $382k |
Hollencrest Securities | Sep 2021 | 6.1k | $273k |
Mackey Komara & Dankovich | Sep 2021 | 5.4k | $242k |