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

Summit Wealth Partners, LLC

$487 Billion
Q4 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 17,714 shares of AOM stock, worth $780,833. This represents 0.16% of its overall portfolio holdings.

Number of Shares

17,714

Previous 18,791 5.73%

Holding current value

$780,833

Previous $848 Million 9.22%

% of portfolio

0.16%

Previous 0.16%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$43.44 - $45.05 $46,784 - $48,518	-1,077 Reduced 5.73%	17,714 $769 Million
Q3 2024 Oct 28, 2024	SELL	$42.66 - $45.18 $3,156 - $3,343	-74 Reduced 0.39%	18,791 $848 Million
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

257

Shares Held

11.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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