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Raymond James & Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Raymond James & Associates’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.85M Buy
41,032
+6,147
+18% +$270K ﹤0.01% 2279
2024
Q2 		$1.5M Buy
34,885
+2,982
+9% +$126K ﹤0.01% 2326
2024
Q1 		$1.36M Sell
31,903
-984,571
-97% -$41.1M ﹤0.01% 2402
2023
Q4 		$42.2M Buy
1,016,474
+979,897
+2,679% +$38.8M 0.03% 436
2023
Q3 		$1.42M Buy
36,577
+17,790
+95% +$711K ﹤0.01% 2230
2023
Q2 		$759K Sell
18,787
-2,020
-10% -$80.6K ﹤0.01% 2653
2023
Q1 		$829K Sell
20,807
-1,118,415
-98% -$44M ﹤0.01% 2572
2022
Q4 		$43.3M Buy
1,139,222
+869,813
+323% +$33M 0.04% 388
2022
Q3 		$9.86M Buy
269,409
+170,594
+173% +$6.68M 0.01% 984
2022
Q2 		$3.85M Buy
98,815
+47,598
+93% +$1.92M ﹤0.01% 1578
2022
Q1 		$2.2M Sell
51,217
-94,137
-65% -$4.1M ﹤0.01% 2058
2021
Q4 		$6.61M Buy
145,354
+127,150
+698% +$5.76M 0.01% 1354
2021
Q3 		$814K Sell
18,204
-10,267
-36% -$466K ﹤0.01% 2716
2021
Q2 		$1.28M Sell
28,471
-4,543
-14% -$202K ﹤0.01% 2419
2021
Q1 		$1.44M Buy
33,014
+7
+0% +$305 ﹤0.01% 2255
2020
Q4 		$1.43M Buy
33,007
+19,379
+142% +$816K ﹤0.01% 2101
2020
Q3 		$559K Buy
13,628
+4,803
+54% +$197K ﹤0.01% 2534
2020
Q2 		$352K Sell
8,825
-131,470
-94% -$5.07M ﹤0.01% 2827
2020
Q1 		$5.15M Buy
140,295
+111,916
+394% +$4.38M 0.01% 1035
2019
Q4 		$1.14M Buy
28,379
+19,057
+204% +$755K ﹤0.01% 2190
2019
Q3 		$366K Sell
9,322
-1,362
-13% -$53K ﹤0.01% 2874
2019
Q2 		$417K Sell
10,684
-39
-0.4% -$1.49K ﹤0.01% 2806
2019
Q1 		$408K Sell
10,723
-385,623
-97% -$14.3M ﹤0.01% 2799
2018
Q4 		$14.1M Buy
396,346
+378,890
+2,171% +$13.8M 0.02% 599
2018
Q3 		$661K Sell
17,456
-5,754
-25% -$217K ﹤0.01% 2512
2018
Q2 		$871K Buy
23,210
+8,474
+58% +$319K ﹤0.01% 2307
2018
Q1 		$557K Sell
14,736
-11,702
-44% -$446K ﹤0.01% 2497
2017
Q4 		$1.01M Buy
26,438
+11,005
+71% +$421K ﹤0.01% 2125
2017
Q3 		$586K Sell
15,433
-56
-0.4% -$2.1K ﹤0.01% 2389
2017
Q2 		$577K Buy
15,489
+1,000
+7% +$36.9K ﹤0.01% 2330
2017
Q1 		$527K Sell
14,489
-14,164
-49% -$509K ﹤0.01% 2344
2016
Q4 		$1.01M Buy
28,653
+17,440
+156% +$617K ﹤0.01% 1922
2016
Q3 		$405K Buy
11,213
+5,000
+80% +$179K ﹤0.01% 2415
2016
Q2 		$219K Buy
+6,213
New +$217K ﹤0.01% 2597

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James & Associates's AOM Position: Q3 2024 in Review

Raymond James & Associates increased its iShares Core Moderate Allocation ETF (AOM) stake by 18% in Q3 2024, buying an estimated $270K and bringing the position to 41,032 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Raymond James & Associates first reported a position in AOM in Q2 2016 and has held it in 34 quarters since. The position peaked at $43.3M in Q4 2022. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

  • Raymond James & Associates held 41,032 shares of iShares Core Moderate Allocation ETF worth $1.85M as of Q3 2024.
  • Raymond James & Associates bought 6,147 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $270K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2279 holding.
  • Raymond James & Associates first reported a position in iShares Core Moderate Allocation ETF in Q2 2016 and has held it in 34 quarters since.
  • Raymond James & Associates's iShares Core Moderate Allocation ETF position peaked at $43.3M in Q4 2022.
  • 235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.