AOM

Ishares Core Moderate Alloca

Latest period2024 - Q4Total superinvestors38

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Geoffrey A. Frazier@Global Financial Private Client, Llc Recent Activity Increased 0.49%	0.31%	$801,798 18,457 shares@ 43.45 avg price	Increased 0.49%
Tom Mathew@Beacon Investment Advisory Services, Inc. Recent Activity Increased 0.2%	0.04%	$776,026 17,864 shares@ 43.45 avg price	Increased 0.2%
Aryn Sands@Mason & Associates, Llc Recent Activity Increased 11.62%	0.16%	$515,372 11,864 shares@ 43.44 avg price	Increased 11.62%
Jessica Thayer@Unique Wealth, Llc Recent Activity Increased 0.34%	0.09%	$386,920 8,907 shares@ 43.44 avg price	Increased 0.34%
Jennifer Street@Claro Advisors Llc Recent Activity Increased 10.62%	0.04%	$271,500 6,250 shares@ 43.44 avg price	Increased 10.62%
Mike Greim@Cgn Advisors Llc Recent Activity Increased 22.63%	0.03%	$251,648 5,793 shares@ 43.45 avg price	Increased 22.63%
Keith Greenwald@Aprio Wealth Management, Llc Recent Activity Increased 0.59%	0.04%	$247,617 5,700 shares@ 43.45 avg price	Increased 0.59%
Mark Fiskio@Empirical Asset Management, Llc Recent Activity Increased 1.72%	0.09%	$244,145 5,620 shares@ 43.45 avg price	Increased 1.72%
Carrie Maerz@Tpg Financial Advisors, Llc Recent Activity Increased 7.32%	0.11%	$232,491 5,352 shares@ 43.45 avg price	Increased 7.32%
Kerry Harmon@Wolff Wiese Magana Llc Recent Activity Increased 1.3%	0.02%	$27,217 627 shares@ 43.41 avg price	Increased 1.3%