A detailed history of Taylor Financial Group, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Taylor Financial Group, Inc. holds 51,247 shares of AOM stock, worth $2.27 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
51,247
Previous 47,299 8.35%
Holding current value
$2.27 Million
Previous $2.03 Billion 13.64%
% of portfolio
1.6%
Previous 1.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$42.66 - $45.18 $168,421 - $178,370
3,948 Added 8.35%
51,247 $2.31 Billion
Q2 2024

Jul 31, 2024

BUY
$41.17 - $43.25 $174,190 - $182,990
4,231 Added 9.82%
47,299 $2.03 Billion
Q1 2024

May 14, 2024

BUY
$40.86 - $42.78 $65,580 - $68,661
1,605 Added 3.87%
43,068 $1.84 Billion
Q4 2023

Sep 17, 2024

SELL
$37.83 - $41.78 $220,775 - $243,828
-5,836 Reduced 12.34%
41,463 $1.72 Billion
Q4 2023

Feb 16, 2024

BUY
$37.83 - $41.78 $1.57 Million - $1.73 Million
41,463 New
41,463 $1.72 Billion

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Taylor Financial Group, Inc. Portfolio

Follow Taylor Financial Group, Inc. 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 Taylor Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor Financial Group, Inc. with notifications on news.