Ahrens Investment Partners LLC Ishares Tr Core Moderate Alloc Transaction History

Ahrens Investment Partners LLC

$200 Million
Q1 2023

A detailed history of Ahrens Investment Partners LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Ahrens Investment Partners LLC holds 1,894 shares of AOM stock, worth $85,570. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,894

Holding current value

$85,570

% of portfolio

0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 21, 2023	BUY	$38.2 - $40.45 $72,350 - $76,612	1,894 New	1,894 $75,000
Q2 2022 Aug 02, 2022	SELL	$38.3 - $43.06 $135,007 - $151,786	-3,525 Reduced 53.69%	3,040 $118,000
Q1 2022 Apr 28, 2022	SELL	$41.74 - $45.45 $43,785 - $47,677	-1,049 Reduced 13.78%	6,565 $282,000
Q4 2021 Jan 21, 2022	BUY	$44.53 - $46.0 $667 - $690	15 Added 0.2%	7,614 $346,000
Q3 2021 Oct 28, 2021	BUY	$44.74 - $45.93 $46,037 - $47,261	1,029 Added 15.66%	7,599 $340,000
Q2 2021 Jul 27, 2021	SELL	$43.8 - $45.14 $6,394 - $6,590	-146 Reduced 2.17%	6,570 $296,000
Q1 2021 May 05, 2021	BUY	$42.87 - $44.08 $14,961 - $15,383	349 Added 5.48%	6,716 $292,000
Q4 2020 Feb 02, 2021	BUY	$40.42 - $43.32 $9,175 - $9,833	227 Added 3.7%	6,367 $275,000
Q3 2020 Nov 12, 2020	SELL	$39.91 - $42.11 $16,762 - $17,686	-420 Reduced 6.4%	6,140 $252,000
Q2 2020 Jul 15, 2020	SELL	$35.99 - $40.49 $1,439 - $1,619	-40 Reduced 0.61%	6,560 $261,000
Q1 2020 Apr 24, 2020	SELL	$34.02 - $40.94 $52,560 - $63,252	-1,545 Reduced 18.97%	6,600 $242,000
Q4 2019 Feb 13, 2020	SELL	$38.71 - $40.3 $387 - $403	-10 Reduced 0.12%	8,145 $326,000
Q3 2019 Nov 12, 2019	BUY	$38.32 - $39.31 $2,107 - $2,162	55 Added 0.68%	8,155 $320,000
Q2 2019 Aug 05, 2019	SELL	$37.75 - $39.08 $755 - $781	-20 Reduced 0.25%	8,100 $316,000
Q1 2019 May 02, 2019	SELL	$35.53 - $38.06 $13,146 - $14,082	-370 Reduced 4.36%	8,120 $309,000
Q4 2018 Feb 11, 2019	SELL	$35.24 - $37.92 $146,598 - $157,747	-4,160 Reduced 32.89%	8,490 $303,000
Q3 2018 Nov 09, 2018	SELL	$37.2 - $38.08 $128,340 - $131,376	-3,450 Reduced 21.43%	12,650 $479,000
Q2 2018 Aug 10, 2018	BUY	$37.34 - $37.89 $56,010 - $56,835	1,500 Added 10.27%	16,100 $604,000
Q1 2018 May 16, 2018	BUY	$37.16 - $39.0 $70,604 - $74,100	1,900 Added 14.96%	14,600 $551,000
Q4 2017 Feb 08, 2018	BUY	$37.87 - $38.74 $26,509 - $27,118	700 Added 5.83%	12,700 $483,000
Q3 2017 Oct 19, 2017	BUY	$37.81 - $37.97 $49,153 - $49,361	1,300 Added 12.15%	12,000 $456,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,700	10,700 $399,000

Others Institutions Holding AOM

# of Institutions

254

Shares Held

10.9M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Ahrens Investment Partners LLC Ishares Tr Core Moderate Alloc Transaction History