How many shares of AOM does Private Advisor Group, LLC own?

As of 2026-Q2, Private Advisor Group, LLC holds 49,723 shares of AOM (ISHARES CORE 40/60 MODERATE).

What is Private Advisor Group, LLC's AOM position worth?

As of 2026-Q2, Private Advisor Group, LLC's AOM position is worth $2.5M.

Is Private Advisor Group, LLC buying or selling AOM?

In 2026-Q2, Private Advisor Group, LLC decreased their AOM position (-13.9% change in shares).

When did Private Advisor Group, LLC first buy AOM?

Based on available 13F filings, Private Advisor Group, LLC first reported a position in AOM in 2019-Q1. They have held the position across 30 quarters.

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Private Advisor Group, LLC

AOM
30 quarters

Position history for Private Advisor Group, LLC's holdings in ISHARES CORE 40/60 MODERATE

Current Value

$2.5M

Current Shares

49,723

Total Value Change

+$1.3M

Total Shares Change

+18,388

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	49,723	-13.9%	$2.5M	0.0%	$49.48	0
2026-Q1	Increased	57,784	+2.1%	$2.7M	0.0%	$48.58	27
2025-Q4	Increased	56,576	+7.3%	$2.7M	0.0%	$47.89	28
2025-Q3	Increased	52,715	+14.8%	$2.5M	0.0%	$46.70	30
2025-Q2	Increased	45,927	+441.9%	$2.1M	0.0%	$44.75	42
2025-Q1	Decreased	8,475	-34.4%	$371,883	0.0%	$42.50	0
2024-Q4	Increased	12,917	+38.6%	$561,111	0.0%	$42.13	32
2024-Q3	Decreased	9,322	-1.1%	$420,527	0.0%	$43.01	0
2024-Q2	Increased	9,429	+0.5%	$405,537	0.0%	$40.65	24
2024-Q1	Decreased	9,385	-39.1%	$401,496	0.0%	$40.23	0
2023-Q4	Decreased	15,424	-2.4%	$640,242	0.0%	$39.03	0
2023-Q3	Decreased	15,796	-16.7%	$614,926	0.0%	$36.01	0
2023-Q2	Increased	18,967	+16.9%	$766,475	0.0%	$36.98	29
2023-Q1	Decreased	16,227	-4.2%	$646,792	0.0%	$36.16	0
2022-Q4	Decreased	16,936	-19.2%	$644	0.0%	$34.73	0
2022-Q3	Decreased	20,954	-13.9%	$767,000	0.0%	$33.19	0
2022-Q2	Decreased	24,334	-24.7%	$948,000	0.0%	$34.92	0
2022-Q1	Increased	32,315	+15.7%	$1.4M	0.0%	$38.58	29
2021-Q4	Increased	27,930	+18.0%	$1.3M	0.0%	$40.72	30
2021-Q3	Increased	23,662	+20.9%	$1.1M	0.0%	$39.67	30
2021-Q2	Decreased	19,574	-17.1%	$882,000	0.0%	$39.78	0
2021-Q1	Increased	23,600	+22.9%	$1M	0.0%	$38.28	30
2020-Q4	Decreased	19,206	-1.7%	$830,000	0.0%	$37.99	0
2020-Q3	Decreased	19,544	-5.1%	$802,000	0.0%	$35.70	0
2020-Q2	Decreased	20,597	-9.3%	$821,000	0.0%	$34.33	0
2020-Q1	Decreased	22,706	-37.9%	$834,000	0.0%	$31.68	0
2019-Q4	Increased	36,550	+21.4%	$1.5M	0.0%	$34.46	31
2019-Q3	Increased	30,101	+2.2%	$1.2M	0.0%	$33.32	26
2019-Q2	Decreased	29,451	-6.0%	$1.1M	0.0%	$32.87	0
2019-Q1	New	31,335	-	$1.2M	0.0%	$31.88	35

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

AOM30 quarters

AOM
30 quarters