Summit Wealth Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 18,865 shares of AOM stock, worth $847,981. This represents 0.17% of its overall portfolio holdings.

Number of Shares
18,865
Previous 18,455 2.22%
Holding current value
$847,981
Previous $790 Million 2.77%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Sep 11, 2024
BUY
$41.17 - $43.25 $16,879 - $17,732
410 Added 2.22%
18,865 $811 Million
Q1 2024

Sep 11, 2024
SELL
$40.86 - $42.78 $14,546 - $15,229
-356 Reduced 1.89%
18,455 $790 Million
Q4 2023

Sep 11, 2024
SELL
$37.83 - $41.78 $156,389 - $172,718
-4,134 Reduced 18.02%
18,811 $781 Million
Q3 2023

Sep 11, 2024
BUY
$38.81 - $40.84 $48,667 - $51,213
1,254 Added 5.78%
22,945 $893 Million
Q2 2023

Sep 11, 2024
BUY
$39.32 - $40.55 $14,627 - $15,084
372 Added 1.74%
21,691 $877 Million
Q1 2023

Sep 11, 2024
SELL
$38.2 - $40.45 $16,273 - $17,231
-426 Reduced 1.96%
21,319 $850 Million
Q4 2022

Sep 11, 2024
BUY
$36.07 - $39.57 $25,573 - $28,055
709 Added 3.37%
21,745 $827 Million
Q3 2022

Sep 11, 2024
BUY
$36.57 - $40.81 $39,349 - $43,911
1,076 Added 5.39%
21,036 $770 Million
Q2 2022

Sep 11, 2024
SELL
$38.3 - $43.06 $20,835 - $23,424
-544 Reduced 2.65%
19,960 $778 Million
Q1 2022

Sep 11, 2024
BUY
$41.74 - $45.45 $46,540 - $50,676
1,115 Added 5.75%
20,504 $881 Million
Q4 2021

Sep 10, 2024
BUY
$44.53 - $46.0 $126,776 - $130,962
2,847 Added 17.21%
19,389 $882 Million
Q3 2021

Sep 10, 2024
BUY
$44.74 - $45.93 $12,482 - $12,814
279 Added 1.72%
16,542 $740 Million
Q2 2021

Sep 10, 2024
BUY
$43.8 - $45.14 $21,856 - $22,524
499 Added 3.17%
16,263 $733 Million
Q1 2021

Sep 10, 2024
BUY
$42.87 - $44.08 $81,410 - $83,707
1,899 Added 13.7%
15,764 $687 Million
Q4 2020

Sep 10, 2024
BUY
$40.42 - $43.32 $184,234 - $197,452
4,558 Added 48.97%
13,865 $599 Million
Q3 2020

Sep 10, 2024
BUY
$39.91 - $42.11 $28,455 - $30,024
713 Added 8.3%
9,307 $382 Million
Q2 2020

Sep 10, 2024
SELL
$35.99 - $40.49 $5,110 - $5,749
-142 Reduced 1.63%
8,594 $343 Million
Q1 2020

Sep 10, 2024
BUY
$34.02 - $40.94 $10,171 - $12,241
299 Added 3.54%
8,736 $321 Million
Q4 2019

Sep 09, 2024
BUY
$38.71 - $40.3 $326,596 - $340,011
8,437 New
8,437 $339 Million

Others Institutions Holding AOM

# of Institutions
254
Shares Held
10.9M
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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