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
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
Shanda Gentry@Aspiriant, Llc
Recent Activity
Decreased -4.81%
0.05%
$1.287M
29,629 shares@ 43.45 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Decreased -3.26%
0.34%
$1.157M
26,640 shares@ 43.45 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -0.89%
0.03%
$915,636
21,078 shares@ 43.45 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Decreased -2.64%
0.17%
$762,273
17,548 shares@ 43.44 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Decreased -5.77%
0.05%
$208,946
4,866 shares@ 42.94 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -24.32%
0.02%
$142,700
3,285 shares@ 43.44 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -4.32%
0.01%
$69,200
1,593 shares@ 43.45 avg price