Life Plan Financial, LLC Ishares Tr Core Moderate Alloc Transaction History

Life Plan Financial, LLC

$121 Billion
Q2 2025

A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Life Plan Financial, LLC holds 37,643 shares of AOM stock, worth $1.73 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

37,643

Previous 37,980 0.89%

Holding current value

$1.73 Million

Previous $1.67 Billion 3.99%

% of portfolio

1.44%

Previous 1.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$41.55 - $46.04 $14,002 - $15,515	-337 Reduced 0.89%	37,643 $1.73 Billion
Q1 2025 Apr 25, 2025	SELL	$42.93 - $44.71 $411,741 - $428,813	-9,591 Reduced 20.16%	37,980 $1.67 Billion
Q4 2024 Jan 16, 2025	BUY	$43.44 - $45.05 $466,371 - $483,656	10,736 Added 29.15%	47,571 $2.07 Billion
Q3 2024 Oct 03, 2024	SELL	$42.66 - $45.18 $48,547 - $51,414	-1,138 Reduced 3.0%	36,835 $1.66 Billion
Q2 2024 Jul 30, 2024	BUY	$41.17 - $43.25 $230,634 - $242,286	5,602 Added 17.31%	37,973 $1.63 Billion
Q1 2024 Apr 30, 2024	BUY	$40.86 - $42.78 $1,184 - $1,240	29 Added 0.09%	32,371 $1.38 Billion
Q4 2023 Jan 30, 2024	BUY	$37.83 - $41.78 $1.22 Million - $1.35 Million	32,342 New	32,342 $1.34 Billion

Others Institutions Holding AOM

# of Institutions

284

Shares Held

11.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Account

Life Plan Financial, LLC Ishares Tr Core Moderate Alloc Transaction History