Ae Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Ae Wealth Management LLC holds 104,045 shares of AOM stock, worth $4.94 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

104,045

Previous 18,846 452.08%

Holding current value

$4.94 Million

Previous $826,000 479.9%

% of portfolio

0.04%

Previous 0.01%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$41.55 - $46.04 $3.54 Million - $3.92 Million	85,199 Added 452.08%	104,045 $4.79 Million
Q1 2025 May 06, 2025	SELL	$42.93 - $44.71 $34,902 - $36,349	-813 Reduced 4.14%	18,846 $826,000
Q4 2024 Feb 13, 2025	BUY	$43.44 - $45.05 $188,268 - $195,246	4,334 Added 28.28%	19,659 $853,000
Q3 2024 Nov 14, 2024	SELL	$42.66 - $45.18 $80,243 - $84,983	-1,881 Reduced 10.93%	15,325 $691,000
Q2 2024 Aug 12, 2024	BUY	$41.17 - $43.25 $29,148 - $30,621	708 Added 4.29%	17,206 $740,000
Q1 2024 May 15, 2024	SELL	$40.86 - $42.78 $7.15 Million - $7.49 Million	-175,107 Reduced 91.39%	16,498 $705,000
Q4 2023 Feb 14, 2024	SELL	$37.83 - $41.78 $2.05 Million - $2.26 Million	-54,144 Reduced 22.03%	191,605 $7.95 Million
Q3 2023 Oct 11, 2023	BUY	$38.81 - $40.84 $2.96 Million - $3.11 Million	76,212 Added 44.95%	245,749 $9.57 Million
Q2 2023 Jul 10, 2023	SELL	$39.32 - $40.55 $1.3 Million - $1.34 Million	-33,024 Reduced 16.3%	169,537 $6.85 Million
Q1 2023 Apr 14, 2023	BUY	$38.2 - $40.45 $284,590 - $301,352	7,450 Added 3.82%	202,561 $8.07 Million
Q4 2022 Jan 31, 2023	SELL	$36.07 - $39.57 $369,212 - $405,038	-10,236 Reduced 4.98%	195,111 $7.42 Million
Q3 2022 Oct 25, 2022	BUY	$36.57 - $40.81 $538,200 - $600,600	14,717 Added 7.72%	205,347 $7.52 Million
Q2 2022 Aug 03, 2022	SELL	$38.3 - $43.06 $39.6 Million - $44.5 Million	-1,033,098 Reduced 84.42%	190,630 $7.43 Million
Q1 2022 Apr 18, 2022	BUY	$41.74 - $45.45 $33.9 Million - $36.9 Million	811,577 Added 196.91%	1,223,728 $52.6 Million
Q4 2021 Jan 20, 2022	SELL	$44.53 - $46.0 $39.1 Million - $40.4 Million	-878,636 Reduced 68.07%	412,151 $18.7 Million
Q3 2021 Nov 01, 2021	BUY	$44.74 - $45.93 $48.7 Million - $50 Million	1,088,371 Added 537.69%	1,290,787 $57.8 Million
Q2 2021 Jul 21, 2021	SELL	$43.8 - $45.14 $40.9 Million - $42.2 Million	-933,797 Reduced 82.19%	202,416 $9.12 Million
Q1 2021 Apr 27, 2021	BUY	$42.87 - $44.08 $5.47 Million - $5.62 Million	127,499 Added 12.64%	1,136,213 $49.5 Million
Q4 2020 Feb 01, 2021	BUY	$40.42 - $43.32 $39.1 Million - $41.9 Million	966,163 Added 2270.6%	1,008,714 $43.6 Million
Q3 2020 Nov 06, 2020	BUY	$39.91 - $42.11 $31,129 - $32,845	780 Added 1.87%	42,551 $1.75 Million
Q2 2020 Aug 05, 2020	BUY	$35.99 - $40.49 $118,874 - $133,738	3,303 Added 8.59%	41,771 $1.67 Million
Q1 2020 May 07, 2020	SELL	$34.02 - $40.94 $1.62 Million - $1.95 Million	-47,666 Reduced 55.34%	38,468 $1.41 Million
Q4 2019 Jan 15, 2020	SELL	$38.71 - $40.3 $5.45 Million - $5.67 Million	-140,706 Reduced 62.03%	86,134 $3.46 Million
Q3 2019 Nov 05, 2019	BUY	$38.32 - $39.31 $7.6 Million - $7.8 Million	198,400 Added 697.61%	226,840 $8.91 Million
Q2 2019 Jul 22, 2019	BUY	$37.75 - $39.08 $262,966 - $272,231	6,966 Added 32.44%	28,440 $1.11 Million
Q1 2019 May 14, 2019	BUY	$35.53 - $38.06 $133,486 - $142,991	3,757 Added 21.21%	21,474 $817,000
Q4 2018 Feb 15, 2019	BUY	$35.24 - $37.92 $251,966 - $271,128	7,150 Added 67.66%	17,717 $632,000
Q3 2018 Nov 14, 2018	BUY	$37.2 - $38.08 $114,836 - $117,552	3,087 Added 41.27%	10,567 $400,000
Q2 2018 Aug 15, 2018	SELL	$37.34 - $37.89 $8,326 - $8,449	-223 Reduced 2.89%	7,480 $281,000
Q1 2018 May 14, 2018	SELL	$37.16 - $39.0 $212,592 - $223,119	-5,721 Reduced 42.62%	7,703 $291,000
Q4 2017 Feb 06, 2018	BUY	$37.87 - $38.74 $216,313 - $221,282	5,712 Added 74.07%	13,424 $511,000
Q3 2017 Nov 08, 2017	BUY	$37.81 - $37.97 $54,408 - $54,638	1,439 Added 22.94%	7,712 $293,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,273	6,273 $234,000

Others Institutions Holding AOM

# of Institutions

288

Shares Held

11.7M

Call Options Held

Put Options Held

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Ae Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History