Lodestar Private Asset Management LLC Ishares Tr Core Moderate Alloc Transaction History

Lodestar Private Asset Management LLC

  • $795 Million
  • Q4 2024

A detailed history of Lodestar Private Asset Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 95,231 shares of AOM stock, worth $4.21 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
95,231
Previous 84,284 12.99%
Holding current value
$4.21 Million
Previous $3.8 Million 8.78%
% of portfolio
0.52%
Previous 0.46%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$43.44 - $45.05 $475,537 - $493,162
10,947 Added 12.99%
95,231 $4.14 Million
Q3 2024

Oct 25, 2024
BUY
$42.66 - $45.18 $32,890 - $34,833
771 Added 0.92%
84,284 $3.8 Million
Q2 2024

Jul 30, 2024
BUY
$41.17 - $43.25 $164,185 - $172,481
3,988 Added 5.01%
83,513 $3.59 Million
Q1 2024

Apr 25, 2024
BUY
$40.86 - $42.78 $3,473 - $3,636
85 Added 0.11%
79,525 $3.4 Billion
Q4 2023

Jan 29, 2024
SELL
$37.83 - $41.78 $117,008 - $129,225
-3,093 Reduced 3.75%
79,440 $3.3 Billion
Q3 2023

Oct 31, 2023
SELL
$38.81 - $40.84 $259,056 - $272,607
-6,675 Reduced 7.48%
82,533 $3.21 Billion
Q2 2023

Jul 27, 2023
BUY
$39.32 - $40.55 $34,798 - $35,886
885 Added 1.0%
89,208 $3.6 Billion
Q1 2023

Apr 25, 2023
SELL
$38.2 - $40.45 $24,600 - $26,049
-644 Reduced 0.72%
88,323 $3.52 Billion
Q4 2022

Feb 02, 2023
BUY
$36.07 - $39.57 $3.21 Million - $3.52 Million
88,967 New
88,967 $3.38 Billion

Others Institutions Holding AOM

# of Institutions
259
Shares Held
11.4M
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
Track This Portfolio

Track Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email