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Raymond James Financial Services Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Raymond James Financial Services Advisors’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 		$1.86M Sell
41,148
-2,744
-6% -$120K ﹤0.01% 1778
2024
Q2 		$1.89M Sell
43,892
-5,825
-12% -$247K ﹤0.01% 1703
2024
Q1 		$2.13M Sell
49,717
-28,858
-37% -$1.21M ﹤0.01% 1609
2023
Q4 		$3.26M Buy
78,575
+31,542
+67% +$1.25M 0.01% 1308
2023
Q3 		$1.83M Sell
47,033
-7,490
-14% -$299K ﹤0.01% 1554
2023
Q2 		$2.2M Sell
54,523
-915
-2% -$36.5K ﹤0.01% 1448
2023
Q1 		$2.21M Sell
55,438
-65,239
-54% -$2.56M ﹤0.01% 1432
2022
Q4 		$4.59M Buy
120,677
+52,759
+78% +$2M 0.01% 999
2022
Q3 		$2.49M Buy
67,918
+13,757
+25% +$539K 0.01% 1306
2022
Q2 		$2.11M Sell
54,161
-19,369
-26% -$783K ﹤0.01% 1411
2022
Q1 		$3.16M Buy
73,530
+12,421
+20% +$541K 0.01% 1243
2021
Q4 		$2.78M Sell
61,109
-3,042
-5% -$138K 0.01% 1328
2021
Q3 		$2.87M Sell
64,151
-5,705
-8% -$259K 0.01% 1276
2021
Q2 		$3.15M Sell
69,856
-1,119
-2% -$49.9K 0.01% 1215
2021
Q1 		$3.09M Buy
70,975
+17,266
+32% +$752K 0.01% 1151
2020
Q4 		$2.32M Buy
53,709
+4,576
+9% +$193K 0.01% 1211
2020
Q3 		$2.02M Sell
49,133
-4,350
-8% -$178K 0.01% 1169
2020
Q2 		$2.13M Buy
53,483
+8,746
+20% +$337K 0.01% 1095
2020
Q1 		$1.64M Sell
44,737
-26,769
-37% -$1.05M 0.01% 987
2019
Q4 		$2.87M Buy
71,506
+14,671
+26% +$581K 0.01% 990
2019
Q3 		$2.23M Buy
56,835
+769
+1% +$30K 0.01% 1047
2019
Q2 		$2.19M Sell
56,066
-23,205
-29% -$888K 0.01% 1058
2019
Q1 		$3.02M Sell
79,271
-74,552
-48% -$2.77M 0.01% 861
2018
Q4 		$5.49M Buy
153,823
+96,157
+167% +$3.51M 0.03% 499
2018
Q3 		$2.19M Sell
57,666
-5,007
-8% -$189K 0.01% 1021
2018
Q2 		$2.35M Sell
62,673
-21,047
-25% -$792K 0.01% 928
2018
Q1 		$3.16M Sell
83,720
-35,643
-30% -$1.36M 0.02% 741
2017
Q4 		$4.54M Sell
119,363
-8,882
-7% -$340K 0.03% 578
2017
Q3 		$4.87M Sell
128,245
-4,038
-3% -$152K 0.03% 527
2017
Q2 		$4.93M Buy
132,283
+15,158
+13% +$560K 0.03% 520
2017
Q1 		$4.26M Sell
117,125
-85,408
-42% -$3.07M 0.03% 534
2016
Q4 		$7.13M Buy
202,533
+119,712
+145% +$4.23M 0.06% 344
2016
Q3 		$2.99M Sell
82,821
-9,809
-11% -$351K 0.03% 598
2016
Q2 		$3.27M Buy
92,630
+2,225
+2% +$77.7K 0.03% 533
2016
Q1 		$3.15M Buy
90,405
+4,817
+6% +$162K 0.04% 458
2015
Q4 		$2.91M Buy
85,588
+3,553
+4% +$123K 0.03% 501
2015
Q3 		$2.78M Buy
+82,035
New +$2.83M 0.05% 421
2013
Q3 		– Sell
-15,569
Closed -$504K – 513
2013
Q2 		$504K Buy
+15,569
New +$513K 0.01% 857

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $812M AUM 29.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors's AOM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 6.3% in Q3 2024, selling an estimated $120K and leaving 41,148 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Raymond James Financial Services Advisors first reported a position in AOM in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.13M in Q4 2016. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

  • Raymond James Financial Services Advisors held 41,148 shares of iShares Core Moderate Allocation ETF worth $1.86M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 2,744 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $120K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1778 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and has held it in 38 quarters since.
  • Raymond James Financial Services Advisors's iShares Core Moderate Allocation ETF position peaked at $7.13M in Q4 2016.
  • 235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.