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
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
Increased 0.2%
0.04%
$776,026
17,864 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
Alexandria Fry@Dentgroup Llc
Recent Activity
0.45%
$578,186
13,310 shares@ 43.44 avg price
Aryn Sands@Mason & Associates, Llc
Recent Activity
Increased 11.62%
0.16%
$515,372
11,864 shares@ 43.44 avg price
Jessica Thayer@Unique Wealth, Llc
Recent Activity
Increased 0.34%
0.09%
$386,920
8,907 shares@ 43.44 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 10.62%
0.04%
$271,500
6,250 shares@ 43.44 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.01%
$254,252
5,853 shares@ 43.44 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 22.63%
0.03%
$251,648
5,793 shares@ 43.45 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 0.59%
0.04%
$247,617
5,700 shares@ 43.45 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
New Position
0.14%
$245,957
5,662 shares@ 43.44 avg price