Advisor Group Holdings, Inc. Ishares Tr Core Moderate Alloc Transaction History

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 231,706 shares of AOM stock, worth $11 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

231,706

Previous 221,576 4.57%

Holding current value

$11 Million

Previous $10.2 Million 4.57%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 04, 2025	BUY	$41.55 - $46.04 $420,901 - $466,385	10,130 Added 4.57%	231,706 $10.7 Million
Q2 2025 Aug 13, 2025	SELL	$41.55 - $46.04 $178,831 - $198,156	-4,304 Reduced 1.91%	221,576 $10.2 Million
Q1 2025 May 12, 2025	BUY	$42.93 - $44.71 $1.64 Million - $1.71 Million	38,231 Added 20.37%	225,880 $9.91 Million
Q4 2024 Jun 06, 2025	SELL	$43.44 - $45.05 $934,133 - $968,755	-21,504 Reduced 9.52%	204,376 $8.88 Million
Q4 2024 Feb 07, 2025	BUY	$43.44 - $45.05 $841,215 - $872,393	19,365 Added 11.51%	187,649 $8.15 Million
Q3 2024 Nov 13, 2024	SELL	$42.66 - $45.18 $166,459 - $176,292	-3,902 Reduced 2.27%	168,284 $7.59 Million
Q2 2024 Aug 13, 2024	SELL	$41.17 - $43.25 $3.7 Million - $3.89 Million	-89,867 Reduced 34.29%	172,186 $7.41 Million
Q1 2024 May 10, 2024	SELL	$40.86 - $42.78 $1.11 Million - $1.16 Million	-27,104 Reduced 9.37%	262,053 $11.2 Million
Q4 2023 Feb 12, 2024	SELL	$37.83 - $41.78 $2.59 Million - $2.86 Million	-68,443 Reduced 19.14%	289,157 $12 Million
Q3 2023 Nov 13, 2023	BUY	$38.81 - $40.84 $2.08 Million - $2.18 Million	53,482 Added 17.59%	357,600 $13.9 Million
Q2 2023 Aug 10, 2023	SELL	$39.32 - $40.55 $3.24 Million - $3.34 Million	-82,396 Reduced 21.32%	304,118 $12.3 Million
Q1 2023 May 12, 2023	SELL	$38.2 - $40.45 $387,691 - $410,527	-10,149 Reduced 2.56%	386,514 $15.4 Million
Q4 2022 Feb 10, 2023	BUY	$36.07 - $39.57 $2.92 Million - $3.21 Million	81,013 Added 25.67%	396,663 $15.1 Million
Q3 2022 Nov 14, 2022	SELL	$36.57 - $40.81 $1.79 Million - $2 Million	-48,908 Reduced 13.42%	315,650 $11.6 Million
Q2 2022 Aug 10, 2022	SELL	$38.3 - $43.06 $812,228 - $913,173	-21,207 Reduced 5.5%	364,558 $14.2 Million
Q1 2022 May 04, 2022	BUY	$41.74 - $45.45 $283,915 - $309,150	6,802 Added 1.79%	385,765 $16 Million
Q3 2021 Nov 05, 2021	BUY	$44.74 - $45.93 $272,645 - $279,897	6,094 Added 1.63%	378,963 $17 Million
Q2 2021 Aug 02, 2021	BUY	$43.8 - $45.14 $868,992 - $895,577	19,840 Added 5.62%	372,869 $16.8 Million
Q1 2021 May 13, 2021	SELL	$42.87 - $44.08 $462,610 - $475,667	-10,791 Reduced 2.97%	353,029 $15.4 Million
Q4 2020 Feb 10, 2021	BUY	$40.42 - $43.32 $3.78 Million - $4.05 Million	93,555 Added 34.62%	363,820 $15.7 Million
Q3 2020 Nov 12, 2020	BUY	$39.91 - $42.11 $1.67 Million - $1.76 Million	41,778 Added 18.28%	270,265 $11.1 Million
Q2 2020 Aug 14, 2020	BUY	$35.99 - $40.49 $1.53 Million - $1.72 Million	42,414 Added 22.79%	228,487 $9.11 Million
Q1 2020 May 18, 2020	BUY	$34.02 - $40.94 $6.33 Million - $7.62 Million	186,073 New	186,073 $6.84 Million

Others Institutions Holding AOM

# of Institutions

287

Shares Held

11.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Advisor Group Holdings, Inc. Ishares Tr Core Moderate Alloc Transaction History