Advisor Net Financial, Inc Ishares Tr Core Moderate Alloc Transaction History

Advisor Net Financial, Inc

$1.13 Billion
Q4 2024

A detailed history of Advisor Net Financial, Inc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Advisor Net Financial, Inc holds 3,285 shares of AOM stock, worth $143,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,285

Previous 4,341 24.33%

Holding current value

$143,587

Previous $195,000 27.18%

% of portfolio

0.01%

Previous 0.02%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$43.44 - $45.05 $45,872 - $47,572	-1,056 Reduced 24.33%	3,285 $142,000
Q3 2024 Oct 15, 2024	BUY	$42.66 - $45.18 $22,951 - $24,306	538 Added 14.15%	4,341 $195,000
Q2 2024 Jul 16, 2024	BUY	$41.17 - $43.25 $617 - $648	15 Added 0.4%	3,803 $163,000
Q1 2024 Apr 12, 2024	BUY	$40.86 - $42.78 $20,511 - $21,475	502 Added 15.28%	3,788 $162,000
Q4 2023 Jan 19, 2024	BUY	$37.83 - $41.78 $82,318 - $90,913	2,176 Added 196.04%	3,286 $136,000
Q3 2023 Oct 12, 2023	BUY	$38.81 - $40.84 $8,266 - $8,698	213 Added 23.75%	1,110 $43,000
Q2 2023 Jul 14, 2023	BUY	$39.32 - $40.55 $17,811 - $18,369	453 Added 102.03%	897 $36,000
Q1 2023 Apr 28, 2023	SELL	$38.2 - $40.45 $239,437 - $253,540	-6,268 Reduced 93.38%	444 $17,000
Q4 2022 Jan 13, 2023	SELL	$36.07 - $39.57 $10,135 - $11,119	-281 Reduced 4.02%	6,712 $0
Q3 2022 Oct 04, 2022	SELL	$36.57 - $40.81 $111,721 - $124,674	-3,055 Reduced 30.4%	6,993 $256,000
Q2 2022 Jul 07, 2022	SELL	$38.3 - $43.06 $10,379 - $11,669	-271 Reduced 2.63%	10,048 $391,000
Q1 2022 Apr 14, 2022	BUY	$41.74 - $45.45 $1,920 - $2,090	46 Added 0.45%	10,319 $443,000
Q4 2021 Jan 19, 2022	BUY	$44.53 - $46.0 $17,767 - $18,354	399 Added 4.04%	10,273 $467,000
Q3 2021 Oct 15, 2021	BUY	$44.74 - $45.93 $11,453 - $11,758	256 Added 2.66%	9,874 $442,000
Q2 2021 Jul 06, 2021	BUY	$43.8 - $45.14 $4,380 - $4,514	100 Added 1.05%	9,618 $433,000
Q1 2021 Apr 14, 2021	SELL	$42.87 - $44.08 $1,843 - $1,895	-43 Reduced 0.45%	9,518 $415,000
Q4 2020 Feb 04, 2021	BUY	$40.42 - $43.32 $64,348 - $68,965	1,592 Added 19.98%	9,561 $413,000
Q3 2020 Nov 06, 2020	SELL	$39.91 - $42.11 $17,759 - $18,738	-445 Reduced 5.29%	7,969 $327,000
Q2 2020 Aug 26, 2020	BUY	$35.99 - $40.49 $206,618 - $232,453	5,741 Added 214.78%	8,414 $335,000
Q1 2020 May 14, 2020	BUY	$34.02 - $40.94 $1,701 - $2,047	50 Added 1.91%	2,673 $98,000
Q4 2019 Feb 12, 2020	SELL	$38.71 - $40.3 $3,677 - $3,828	-95 Reduced 3.5%	2,623 $105,000
Q3 2019 Oct 23, 2019	BUY	$38.32 - $39.31 $20,079 - $20,598	524 Added 23.88%	2,718 $107,000
Q2 2019 Jul 15, 2019	SELL	$37.75 - $39.08 $566 - $586	-15 Reduced 0.68%	2,194 $86,000
Q1 2019 May 14, 2019	BUY	$35.53 - $38.06 $3,943 - $4,224	111 Added 5.29%	2,209 $84,000
Q4 2018 Feb 08, 2019	SELL	$35.24 - $37.92 $13,215 - $14,220	-375 Reduced 15.16%	2,098 $75,000
Q2 2018 Jul 27, 2018	SELL	$37.34 - $37.89 $4,368 - $4,433	-117 Reduced 4.52%	2,473 $93,000
Q1 2018 May 08, 2018	SELL	$37.16 - $39.0 $27,869 - $29,250	-750 Reduced 22.46%	2,590 $98,000
Q4 2017 Feb 27, 2018	BUY	$37.87 - $38.74 $126,485 - $129,391	3,340	3,340 $127,000

Others Institutions Holding AOM

# of Institutions

253

Shares Held

11.5M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Advisor Net Financial, Inc Ishares Tr Core Moderate Alloc Transaction History