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AOMAOM
Showing 8 of 31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES CORE 40/60 MODERATE

LPL Financial LLC holds 1.2M shares of AOM (ISHARES CORE 40/60 MODERATE), worth $60.3M as of 2026-Q2. The position was decreased (-4.0% shares). AOM represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$60.3M

Current Shares

1.2M

Total Value Change

+$17.9M

Total Shares Change

+269,440

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-4.0%
$60.3M0.0%$49.48
0
2026-Q1
Decreased
1.3M
-1.2%
$59.6M0.0%$48.58
0
2025-Q4
Increased
1.3M
+17.1%
$60.7M0.0%$47.89
34
2025-Q3
Increased
1.1M
+9.7%
$51.7M0.0%$46.70
32
2025-Q2
Decreased
990,640
-0.5%
$45.6M0.0%$44.75
0
2025-Q1
Increased
995,458
+4.8%
$43.7M0.0%$42.50
31
2024-Q4
Increased
949,981
+1.2%
$41.3M0.0%$42.13
29
2024-Q3
Increased
938,699
+4.2%
$42.3M0.0%$43.01
30

Other major holders of AOM: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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