AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Core 40/60 Moderate Allocation ETF
US ˙ ARCA ˙ US4642898757

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-05-11 13F Delta Asset Management Llc/tn 405 −5,81 19 −5,00
2026-05-07 13F BlueStem Wealth Partners, LLC 26 110 −0,07 1 237 −0,88
2026-05-14 13F Captrust Financial Advisors 8 104 −4,40 384 −5,20
2026-04-13 13F Mkd Wealth Coaches, Llc 5 683 −5,49 269 −5,94
2026-05-04 13F Archer Investment Corp 522 −17,80 25 −20,00
2026-04-10 13F RTD Financial Advisors, Inc. 8 172 −6,64 387 −7,19
2026-05-14 13F Gwn Securities Inc. 9 207 −3,77 436 −4,39
2026-04-13 13F Sherman Wealth Management LLC 5 383 −0,24 255 −1,17
2026-04-13 13F Kmg Fiduciary Partners, Llc 22 695 −1,74 1 075 −2,45
2026-05-13 13F O'shaughnessy Asset Management, Llc 1 183 −5,89 56 −5,08
2026-04-20 13F Jfs Wealth Advisors, Llc 3 965 −6,92 188 −7,88
2026-02-13 13F RFP Financial Group LLC 0 −100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 4 990 −5,67 236 −6,35
2026-05-15 13F Mission Wealth Management, Lp 4 785 −21,35 227 −22,07
2026-01-14 13F Northwest Wealth Management, Llc 0 −100,00 0
2026-05-14 13F Cwm, Llc 5 156 −33,97 244
2026-05-11 13F Nomura Asset Management Co Ltd 0 −100,00 0
2026-04-06 13F Private Client Services, Llc 0 −100,00 0
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 0 −100,00 0
2026-05-05 13F Atria Investments Llc 4 548 −6,52 215 −7,33
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2026-05-04 13F Mml Investors Services, Llc 15 234 −19,56 722 −20,16
2026-04-20 13F Financial Enhancement Group LLC 0 −100,00 0 −100,00
2026-01-27 13F Elevate Wealth Advisory, Inc 0 −100,00 0
2026-05-04 13F Sigma Planning Corp 11 659 −19,26 552 −19,88
2026-05-13 13F Federation des caisses Desjardins du Quebec 8 093 −17,00 383 −17,63
2026-05-15 13F Ameriprise Financial Inc 262 366 −28,84 12 429 −29,39
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 −100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-04-30 13F Elevated Capital Advisors, LLC 367 −0,27 17 0,00
2026-02-13 13F Colony Group, LLC 77 739 −0,57 3 711 −0,24
2026-02-13 13F Barclays Plc 0 −100,00 0
2026-04-16 13F VVR Holdings LLC 61 321 −5,57 2 905 −6,29
2026-04-14 13F American State Bank (Iowa) 0 −100,00 0
2026-04-13 13F Plan Group Financial, LLC 8 390 −12,59 397 −13,32
2026-04-29 13F Efficient Advisors, LLC 5 340 −27,06 253 −27,79
2026-04-22 13F Janney Montgomery Scott LLC 4 497 −75,37 0
2026-04-17 13F Summit Wealth Partners, LLC 12 078 −6,82 572 −7,44
2026-05-13 13F GeoWealth Management, LLC 7 743 −5,93 367 −6,63
2026-04-20 13F Consilium Wealth Advisory, LLC 76 627 −16,90 3 630 −17,54
2026-05-07 13F Sagespring Wealth Partners, Llc 6 797 −0,77 322 −1,53
2026-05-07 13F Hanover Advisors Inc 32 696 −58,48 1 549 −58,81
2026-01-21 13F Mason & Associates, LLC 0 −100,00 0
2026-05-19 13F McIlrath & Eck, LLC 1 249 −30,61 59 −30,59
2026-04-29 13F Navalign, LLC 0 −100,00 0
2026-04-10 13F Aquire Wealth Advisors, LLC 0 −100,00 0
2026-05-11 13F National Wealth Management Group, LLC 4 781 −29,74 226 −30,25
2026-05-08 13F Steward Partners Investment Advisory, Llc 14 152 −11,64 670 −12,30
2026-02-17 13F Risk Paradigm Group, LLC 0 −100,00 0
2026-05-11 13F Salomon & Ludwin, LLC 1 738 −0,34 82 −1,20
2026-05-12 13F Creative Planning 5 567 −26,60 264 −27,15
2026-05-12 13F One Capital Management, LLC 21 860 −19,00 1 036 −19,64
2026-05-07 13F AlTi Global, Inc. 15 014 −1,19 711 −1,93
2026-01-06 13F Tucker Asset Management Llc 0 −100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 12 953 −9,99 614 −10,64
2026-02-26 13F Ssa Swiss Advisors Ag 4 003 −9,70 191 −9,05
2026-05-01 13F Harwood Advisory Group, LLC 2 097 −12,30 99 −13,16
2026-05-05 13F Gallacher Capital Management LLC 25 270 −5,48 1 197 −6,19
2026-02-12 13F Commonwealth Equity Services, Llc 145 030 −0,06 6 922 115 266,67
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 10 574 −6,73 501 −7,58
2026-01-23 13F Octavia Wealth Advisors, LLC 0 −100,00 0
2026-02-13 13F Umb Bank N A/mo 0 −100,00 0
2026-05-01 13F American Trust 23 589 −7,73 1 117 −8,44
2026-05-11 13F Adams Wealth Management 0 −100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 109 −3,54 5 0,00
2026-04-13 13F Fiduciary Financial Group, Llc 5 156 −0,08 244 −0,81
2026-02-17 13F Boreal Capital Management LLC 0 −100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 0 −100,00 0
2026-05-12 13F KilterHowling LLC 5 000 −91,97 237 −92,05
2026-05-13 13F AE Wealth Management LLC 12 586 −4,59 596 −5,25
2026-04-21 13F Laurel Oak Wealth Management, Llc 12 833 −13,75 608 −14,51
2026-04-17 13F AdvisorNet Financial, Inc 2 250 −20,16 107 −20,90
2026-05-04 13F Syverson Strege & Co 6 419 −28,10 304 −28,64
2026-04-13 13F Creative Financial Designs Inc /adv 52 −28,77 2 −33,33
2026-05-14 13F Raymond James Financial Inc 102 147 −76,82 4 839 −76,99
2026-05-05 13F Sanctuary Advisors, LLC 4 285 −13,12 203 −13,25
2026-05-13 13F Lloyd Advisory Services, LLC. 0 −100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 0 −100,00 0
2026-05-14 13F StoneX Group Inc. 0 −100,00 0
2026-05-15 13F Morgan Stanley 714 713 −16,55 33 856 −17,18
2026-02-17 13F Ancora Advisors, LLC 0 −100,00 0
2026-05-11 13F CacheTech Inc. 0 −100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 4 786 −1,60 227 −2,59
2026-04-29 13F Axxcess Wealth Management, Llc 19 110 −7,26 905 −7,93
2026-03-19 13F Painted Porch Advisors LLC 0 −100,00 0
2026-05-15 13F TCG Advisory Services, LLC 35 415 −87,42 1 678 −87,52
2026-05-14 13F Fort Point Capital Partners LLC 8 412 −1,21 398 −3,16
2026-05-01 13F Mutual Advisors, LLC 66 229 −2,02 3 137 −2,76
2026-04-23 13F Oppenheimer Asset Management Inc. 0 −100,00 0
2026-04-27 13F Thrive Capital Management, LLC 20 257 −0,65 960 −1,44
2026-05-04 13F Worth Financial Advisory Group, LLC 0 −100,00 0
2026-05-15 13F Strategic Advocates LLC 0 −100,00 0
2026-05-15 13F MAI Capital Management 14 027 −4,58 664 −5,28
2026-05-01 13F HFM Investment Advisors, LLC 1 631 −37,84 77 −38,40
2026-04-15 13F Archford Capital Strategies, LLC 6 283 −7,66 298 −8,33
2026-02-13 13F Nicolet Advisory Services, Llc 4 690 −36,09 227 −35,06
2026-04-22 13F Onyx Bridge Wealth Group LLC 77 729 −0,47 3 682 −1,21
2026-05-13 13F Cetera Investment Advisers 215 782 −1,20 10 222 −1,95
2026-04-15 13F Bright Futures Wealth Management, LLC. 6 697 −12,59 317 −13,15
2026-05-14 13F Beaird Harris Wealth Management, LLC 0 −100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 68 471 −24,54 3 236 −25,90
2026-04-15 13F Milestone Asset Management, Llc 31 952 −0,57 1 514 −1,30
2026-02-05 13F Evensky & Katz LLC 0 −100,00 0
2026-05-14 13F Rockefeller Capital Management L.P. 5 866 −2,70 278 −3,48
2026-01-21 13F Stonebridge Financial Group, LLC 0 −100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 0 −100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 8 341 −2,88 395 −3,42
2026-05-11 13F Seeds Investor Llc 70 828 −11,31 3 442 −9,68
2026-04-21 13F Wedbush Securities Inc 9 490 −58,74 0 −100,00
2026-05-12 13F Stifel Financial Corp 37 816 −5,15 1 791 −5,84
2026-04-13 13F Enclave Advisors LLC 46 253 −2,31 2 191 −3,01
2026-02-02 13F CX Institutional 0 −100,00 0
2026-04-17 13F Sovereign Financial Group, Inc. 21 907 −1,09 1 038 −1,89
2026-05-04 13F Paragon Advisors, LLC 0 −100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 24 602 −0,40 1 165 −1,19
2026-04-20 13F McKinley Carter Wealth Services, Inc. 5 013 −4,04 237 −4,82
2026-02-12 13F Wealthspire Advisors, LLC 0 −100,00 0
2026-05-06 13F DecisionPoint Financial, LLC 0 −100,00 0
2026-04-21 13F Patton Albertson Miller Group, Llc 30 560 −27,65 1 448 −28,22
2026-05-15 13F Eight 31 Financial Llc 20 863 −0,11 988 −0,80
2026-05-15 13F Bank Of America Corp /de/ 287 469 −1,90 13 617 −2,64
2026-05-12 13F Ameritas Advisory Services, LLC 75 906 −2,35 3 596 −3,10
2026-04-21 13F Unique Wealth, Llc 10 501 −28,71 497 −29,30
2026-04-30 13F Manske Wealth Management 42 011 −1,18 1 990 −1,92
2026-05-15 13F Keating Financial Advisory Services, Inc. 0 −100,00 0
2026-05-11 13F Wells Fargo & Company/mn 293 205 −46,20 13 889 −46,61
2026-05-15 13F TRUE Private Wealth Advisors 49 511 −1,77 2 345 −2,49
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 61 −6,15 3 −33,33
2026-02-02 13F Estate Counselors, LLC 0 −100,00 0
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-04-27 13F Truist Financial Corp 89 285 −1,54 4 229 −2,29
2026-05-15 13F Advisory Services Network, LLC 13 430 −1,90 636 −2,60
2026-01-15 13F PFG Private Wealth Management, LLC 0 −100,00 0
2026-04-15 13F Sightline Wealth Advisors, LLC 5 113 −6,56 242 −7,28
2026-04-20 13F Ritholtz Wealth Management 19 370 −5,57 918 −6,33
2026-04-22 13F Clear Creek Financial Management, LLC 10 453 −5,08 495 −5,71
2026-05-05 13F HighTower Advisors, LLC 18 201 −7,19 862 −7,81
2026-04-17 13F Legacy Wealth Partners, LLC 31 035 −6,86 1 470 −7,55
2026-05-19 13F Royal Fund Management, LLC 110 496 −3,06 5 234 −3,79
2026-04-28 13F Northstar Group, Inc. 15 295 −8,14 725 −8,82
2026-05-15 13F United Capital Financial Advisers, Llc 0 −100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 3 379 −24,07 160 −24,53
2026-05-11 13F Smith Partners Wealth Management, LLC 4 803 −27,89 228 −28,39
2026-05-06 13F LPL Financial LLC 1 257 761 −1,18 59 580 −1,92
2026-01-05 13F Noble Wealth Management PBC 0 −100,00 0
2026-04-08 13F RDA Financial Network 24 270 −1,62 1 150 −2,38
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