AOM

Ishares Core Moderate Alloca

Latest period2024 - Q4Total superinvestors38

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 38 superinvestors own shares of Ishares Core Moderate Alloca (AOM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core Moderate Alloca (AOM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core Moderate Alloca (AOM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core Moderate Alloca (AOM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
travis weaver@Weaver Consulting Group
Recent Activity
Increased 1.42%
2.14%
$6.955M
160,104 shares@ 43.45 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Increased 3.02%
1.96%
$5.835M
134,314 shares@ 43.44 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.02%
$4.972M
114,459 shares@ 43.44 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 67.99%
0.17%
$4.891M
112,588 shares@ 43.45 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Increased 1.27%
0.42%
$4.425M
101,658 shares@ 43.54 avg price
Dan Mohr@Retireful, Llc
Recent Activity
New Position
2.47%
$4.38M
100,834 shares@ 43.45 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -14.44%
0.06%
$4.035M
92,889 shares@ 43.44 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
0.01%
$4.167M
92,374 shares@ 45.12 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -0.7%
0.09%
$3.074M
70,575 shares@ 43.56 avg price
Anneliese Griego@Smith Anglin Financial, Llc
Recent Activity
Increased 0.56%
0.21%
$2.222M
51,142 shares@ 43.44 avg price