Wealth Plan Investment Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$38.81 - $40.84 $210,427 - $221,434
5,422 New
5,422 $211,000
Q4 2022

Feb 15, 2023
SELL
$36.07 - $39.57 $6,853 - $7,518
-190 Reduced 3.26%
5,643 $214,000
Q3 2022

Dec 12, 2022
SELL
$36.57 - $40.81 $157,543 - $175,809
-4,308 Reduced 42.48%
5,833 $229,000
Q1 2022

Sep 07, 2022
BUY
$41.74 - $45.45 $423,285 - $460,908
10,141 New
10,141 $411,000

Others Institutions Holding AOM

# of Institutions
251
Shares Held
11.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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