Unique Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History

Unique Wealth, LLC

  • $619 Billion
  • Q2 2025

A detailed history of Unique Wealth, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Unique Wealth, LLC holds 14,286 shares of AOM stock, worth $661,298. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,286
Previous 15,586 8.34%
Holding current value
$661,298
Previous $684 Million 3.83%
% of portfolio
0.11%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$41.55 - $46.04 $54,014 - $59,852
-1,300 Reduced 8.34%
14,286 $658 Million
Q1 2025

Apr 11, 2025
BUY
$42.93 - $44.71 $286,729 - $298,618
6,679 Added 74.99%
15,586 $684 Million
Q4 2024

Jan 13, 2025
BUY
$43.44 - $45.05 $1,303 - $1,351
30 Added 0.34%
8,907 $387 Million
Q3 2024

Oct 03, 2024
SELL
$42.66 - $45.18 $9,342 - $9,894
-219 Reduced 2.41%
8,877 $400 Million
Q2 2024

Jul 18, 2024
BUY
$41.17 - $43.25 $3,993 - $4,195
97 Added 1.08%
9,096 $391 Million
Q4 2023

Jan 11, 2024
SELL
$37.83 - $41.78 $2,837 - $3,133
-75 Reduced 0.83%
8,999 $374 Million
Q3 2023

Oct 10, 2023
BUY
$38.81 - $40.84 $3,492 - $3,675
90 Added 1.0%
9,074 $353 Million
Q2 2023

Jul 21, 2023
BUY
$39.32 - $40.55 $22,609 - $23,316
575 Added 6.84%
8,984 $363 Million
Q1 2023

Apr 20, 2023
BUY
$38.2 - $40.45 $649 - $687
17 Added 0.2%
8,409 $335 Million
Q4 2022

Jan 25, 2023
BUY
$36.07 - $39.57 $302,699 - $332,071
8,392 New
8,392 $319 Million

Others Institutions Holding AOM

# of Institutions
288
Shares Held
12M
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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