Adams Wealth Management Ishares Tr Core Moderate Alloc Transaction History

Adams Wealth Management

  • $484 Million
  • Q4 2024

A detailed history of Adams Wealth Management transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Adams Wealth Management holds 5,135 shares of AOM stock, worth $225,015. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,135
Previous 4,660 10.19%
Holding current value
$225,015
Previous $210,000 6.19%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 13, 2025
BUY
$43.44 - $45.05 $20,634 - $21,398
475 Added 10.19%
5,135 $223,000
Q3 2024

Oct 28, 2024
SELL
$42.66 - $45.18 $3,498 - $3,704
-82 Reduced 1.73%
4,660 $210,000
Q2 2024

Jul 16, 2024
SELL
$41.17 - $43.25 $67,559 - $70,973
-1,641 Reduced 25.71%
4,742 $203,000
Q1 2024

May 20, 2024
SELL
$40.86 - $42.78 $12,462 - $13,047
-305 Reduced 4.56%
6,383 $273,000
Q4 2023

Feb 12, 2024
SELL
$37.83 - $41.78 $158,923 - $175,517
-4,201 Reduced 38.58%
6,688 $277,000
Q3 2023

Nov 09, 2023
SELL
$38.81 - $40.84 $15,756 - $16,581
-406 Reduced 3.59%
10,889 $423,000
Q2 2023

Aug 14, 2023
BUY
$39.32 - $40.55 $16,435 - $16,949
418 Added 3.84%
11,295 $456,000
Q1 2023

May 03, 2023
SELL
$38.2 - $40.45 $1,642 - $1,739
-43 Reduced 0.39%
10,877 $433,000
Q4 2022

Feb 17, 2023
BUY
$36.07 - $39.57 $46,494 - $51,005
1,289 Added 13.38%
10,920 $415,000
Q3 2022

Nov 10, 2022
BUY
$36.57 - $40.81 $121,229 - $135,285
3,315 Added 52.49%
9,631 $353,000
Q2 2022

Jul 20, 2022
BUY
$38.3 - $43.06 $36,653 - $41,208
957 Added 17.86%
6,316 $246,000
Q1 2022

Apr 11, 2022
SELL
$41.74 - $45.45 $15,109 - $16,452
-362 Reduced 6.33%
5,359 $230,000
Q4 2021

Feb 09, 2022
SELL
$44.53 - $46.0 $34,956 - $36,110
-785 Reduced 12.07%
5,721 $260,000
Q3 2021

Nov 02, 2021
SELL
$44.74 - $45.93 $760 - $780
-17 Reduced 0.26%
6,506 $291,000
Q2 2021

Aug 03, 2021
BUY
$43.8 - $45.14 $20,410 - $21,035
466 Added 7.69%
6,523 $294,000
Q1 2021

May 12, 2021
SELL
$42.87 - $44.08 $4,329 - $4,452
-101 Reduced 1.64%
6,057 $264,000
Q4 2020

Feb 08, 2021
SELL
$40.42 - $43.32 $64,146 - $68,748
-1,587 Reduced 20.49%
6,158 $266,000
Q3 2020

Nov 12, 2020
BUY
$39.91 - $42.11 $309,102 - $326,141
7,745 New
7,745 $318,000

Others Institutions Holding AOM

# of Institutions
277
Shares Held
14.1M
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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