A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 3,158 shares of AOM stock, worth $138,699. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,158
Previous 3,889 18.8%
Holding current value
$138,699
Previous $163 Million 17.27%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$41.17 - $43.25 $30,095 - $31,615
-731 Reduced 18.8%
3,158 $135 Million
Q1 2024

May 07, 2024

BUY
$40.86 - $42.78 $13,974 - $14,630
342 Added 9.64%
3,889 $163 Million
Q4 2023

Feb 12, 2024

BUY
$37.83 - $41.78 $25,573 - $28,243
676 Added 23.55%
3,547 $147 Million
Q3 2023

Nov 08, 2023

BUY
$38.81 - $40.84 $6,558 - $6,901
169 Added 6.25%
2,871 $112 Million
Q2 2023

Aug 15, 2023

BUY
$39.32 - $40.55 $8,021 - $8,272
204 Added 8.17%
2,702 $109 Million
Q4 2022

Feb 14, 2023

BUY
$36.07 - $39.57 $90,102 - $98,845
2,498 New
2,498 $98.6 Million

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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