How many shares of AOM does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 75,237 shares of AOM (ISHARES CORE 40/60 MODERATE).

What is ENVESTNET ASSET MANAGEMENT INC's AOM position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's AOM position is worth $3.8M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling AOM?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC decreased their AOM position (-6.7% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy AOM?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in AOM in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

AOM
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES CORE 40/60 MODERATE

Current Value

$3.8M

Current Shares

75,237

Total Value Change

+$2.2M

Total Shares Change

+31,504

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	75,237	-6.7%	$3.8M	0.0%	$49.48	0
2026-Q1	Increased	80,660	+7.1%	$3.8M	0.0%	$48.58	29
2025-Q4	Increased	75,304	+3.0%	$3.6M	0.0%	$47.89	27
2025-Q3	Decreased	73,148	-21.7%	$3.5M	0.0%	$46.70	0
2025-Q2	Increased	93,421	+15.5%	$4.3M	0.0%	$44.75	31
2025-Q1	Increased	80,912	+93.3%	$3.6M	0.0%	$42.50	42
2024-Q4	Increased	41,854	+0.9%	$1.8M	0.0%	$42.13	26
2024-Q3	Increased	41,487	+69.2%	$1.9M	0.0%	$43.01	38
2024-Q2	Increased	24,519	+2.5%	$1.1M	0.0%	$40.65	26
2024-Q1	Decreased	23,921	-21.2%	$1M	0.0%	$40.23	0
2023-Q4	Decreased	30,361	-30.1%	$1.3M	0.0%	$39.03	0
2023-Q3	Decreased	43,418	-3.0%	$1.7M	0.0%	$36.01	0
2023-Q2	Decreased	44,784	-4.4%	$1.8M	0.0%	$36.98	0
2023-Q1	Decreased	46,843	-15.2%	$1.9M	0.0%	$36.16	0
2022-Q4	Increased	55,253	+23.2%	$2.1M	0.0%	$34.73	31
2022-Q3	Increased	44,842	+6.7%	$1.6M	0.0%	$33.19	27
2022-Q2	Decreased	42,012	-33.9%	$1.6M	0.0%	$34.92	0
2022-Q1	Decreased	63,566	-22.1%	$2.7M	0.0%	$38.58	0
2021-Q4	Decreased	81,599	-7.3%	$3.7M	0.0%	$40.72	0
2021-Q3	Decreased	87,997	-12.7%	$3.9M	0.0%	$39.67	0
2021-Q2	Increased	100,756	+7.2%	$4.5M	0.0%	$39.78	29
2021-Q1	Increased	94,023	+86.6%	$4.1M	0.0%	$38.28	42
2020-Q4	Increased	50,398	+38.5%	$2.2M	0.0%	$37.99	34
2020-Q3	Increased	36,375	+127.5%	$1.5M	0.0%	$35.70	41
2020-Q2	Decreased	15,987	-57.6%	$637,000	0.0%	$34.33	0
2020-Q1	Increased	37,741	+84.0%	$1.4M	0.0%	$31.68	39
2019-Q4	Decreased	20,516	-10.2%	$823,000	0.0%	$34.46	0
2019-Q3	Increased	22,846	+43.2%	$898,000	0.0%	$33.32	33
2019-Q2	Increased	15,949	+6.5%	$622,000	0.0%	$32.87	26
2019-Q1	Decreased	14,971	-65.8%	$570,000	0.0%	$31.88	0
2018-Q4	New	43,733	-	$1.6M	0.0%	$29.83	35

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

AOM31 quarters

AOM
31 quarters