Aptus Capital Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Aptus Capital Advisors, LLC

  • $5.23 Billion
  • Q2 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 111 shares of AOM stock, worth $4,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
111
Previous 115 3.48%
Holding current value
$4,942
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$41.17 - $43.25 $164 - $173
-4 Reduced 3.48%
111 $4,000
Q1 2024

May 15, 2024
BUY
$40.86 - $42.78 $4,535 - $4,748
111 Added 2775.0%
115 $4,000
Q4 2023

Feb 13, 2024
SELL
$37.83 - $41.78 $11,500 - $12,701
-304 Reduced 98.7%
4 $0
Q3 2023

Nov 08, 2023
SELL
$38.81 - $40.84 $18,784 - $19,766
-484 Reduced 61.11%
308 $11,000
Q2 2023

Aug 11, 2023
SELL
$39.32 - $40.55 $1,769 - $1,824
-45 Reduced 5.38%
792 $32,000
Q1 2023

May 09, 2023
SELL
$38.2 - $40.45 $191 - $202
-5 Reduced 0.59%
837 $33,000
Q4 2022

Feb 13, 2023
BUY
$36.07 - $39.57 $216 - $237
6 Added 0.72%
842 $32,000
Q3 2022

Nov 02, 2022
SELL
$36.57 - $40.81 $15,176 - $16,936
-415 Reduced 33.17%
836 $30,000
Q2 2022

Jul 29, 2022
SELL
$38.3 - $43.06 $5,132 - $5,770
-134 Reduced 9.68%
1,251 $49,000
Q1 2022

May 04, 2022
SELL
$41.74 - $45.45 $577,973 - $629,346
-13,847 Reduced 90.91%
1,385 $59,000
Q4 2021

Feb 02, 2022
BUY
$44.53 - $46.0 $526,878 - $544,272
11,832 Added 348.0%
15,232 $693,000
Q3 2021

Oct 27, 2021
BUY
$44.74 - $45.93 $10,290 - $10,563
230 Added 7.26%
3,400 $152,000
Q1 2021

May 06, 2021
BUY
$42.87 - $44.08 $135,897 - $139,733
3,170 New
3,170 $138,000

Others Institutions Holding AOM

# of Institutions
254
Shares Held
10.9M
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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