Archvest Wealth Advisors, Inc. Ishares Tr Core Moderate Alloc Transaction History

Archvest Wealth Advisors, Inc.

$120 Million
Q1 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 5,465 shares of AOM stock, worth $244,722. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,465

Previous 6,334 13.72%

Holding current value

$244,722

Previous $275,000 13.09%

% of portfolio

0.2%

Previous 0.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$42.93 - $44.71 $37,306 - $38,852	-869 Reduced 13.72%	5,465 $239,000
Q4 2024 Jan 28, 2025	BUY	$43.44 - $45.05 $16,811 - $17,434	387 Added 6.51%	6,334 $275,000
Q3 2024 Nov 04, 2024	SELL	$42.66 - $45.18 $213 - $225	-5 Reduced 0.08%	5,947 $268,000
Q2 2024 Aug 12, 2024	SELL	$41.17 - $43.25 $186,417 - $195,836	-4,528 Reduced 43.21%	5,952 $255,000
Q1 2024 Apr 29, 2024	BUY	$40.86 - $42.78 $572 - $598	14 Added 0.13%	10,480 $448,000
Q4 2023 Jan 16, 2024	SELL	$37.83 - $41.78 $15,737 - $17,380	-416 Reduced 3.82%	10,466 $434,000
Q3 2023 Nov 07, 2023	SELL	$38.81 - $40.84 $71,643 - $75,390	-1,846 Reduced 14.5%	10,882 $423,000
Q2 2023 Jul 17, 2023	BUY	$39.32 - $40.55 $37,511 - $38,684	954 Added 8.1%	12,728 $514,000
Q1 2023 May 02, 2023	SELL	$38.2 - $40.45 $802 - $849	-21 Reduced 0.18%	11,774 $469,000
Q4 2022 Feb 03, 2023	SELL	$36.07 - $39.57 $10,316 - $11,317	-286 Reduced 2.37%	11,795 $448,000
Q3 2022 Nov 09, 2022	SELL	$36.57 - $40.81 $16,785 - $18,731	-459 Reduced 3.66%	12,081 $442,000
Q2 2022 Jul 26, 2022	SELL	$38.3 - $43.06 $3,791 - $4,262	-99 Reduced 0.78%	12,540 $489,000
Q1 2022 May 03, 2022	BUY	$41.74 - $45.45 $19,116 - $20,816	458 Added 3.76%	12,639 $543,000
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $542,419 - $560,326	12,181 New	12,181 $554,000

Others Institutions Holding AOM

# of Institutions

283

Shares Held

11.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.

Account

Archvest Wealth Advisors, Inc. Ishares Tr Core Moderate Alloc Transaction History