Aspiriant, LLC Ishares Tr Core Moderate Alloc Transaction History

Aspiriant, LLC

$3.11 Billion
Q2 2025

A detailed history of Aspiriant, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Aspiriant, LLC holds 38,787 shares of AOM stock, worth $1.8 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

38,787

Previous 29,629 30.91%

Holding current value

$1.8 Million

Previous $1.3 Million 37.31%

% of portfolio

0.06%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$41.55 - $46.04 $380,514 - $421,634	9,158 Added 30.91%	38,787 $1.79 Million
Q4 2024 Jan 16, 2025	SELL	$43.44 - $45.05 $65,073 - $67,484	-1,498 Reduced 4.81%	29,629 $1.29 Million
Q2 2024 Jul 15, 2024	SELL	$41.17 - $43.25 $1.11 Million - $1.17 Million	-26,999 Reduced 46.45%	31,127 $1.34 Million
Q1 2024 Apr 15, 2024	SELL	$40.86 - $42.78 $157,065 - $164,446	-3,844 Reduced 6.2%	58,126 $2.49 Million
Q4 2023 Jan 26, 2024	BUY	$37.83 - $41.78 $8,965 - $9,901	237 Added 0.38%	61,970 $2.57 Million
Q2 2023 Jul 19, 2023	SELL	$39.32 - $40.55 $20,013 - $20,639	-509 Reduced 0.82%	61,733 $2.49 Million
Q1 2023 Apr 27, 2023	SELL	$38.2 - $40.45 $93,972 - $99,507	-2,460 Reduced 3.8%	62,242 $2.48 Million
Q4 2022 Jan 23, 2023	SELL	$36.07 - $39.57 $662,569 - $726,861	-18,369 Reduced 22.11%	64,702 $0
Q3 2022 Oct 28, 2022	BUY	$36.57 - $40.81 $313,039 - $349,333	8,560 Added 11.49%	83,071 $3.04 Million
Q2 2022 Jul 25, 2022	SELL	$38.3 - $43.06 $4.11 Million - $4.62 Million	-107,202 Reduced 59.0%	74,511 $2.9 Million
Q1 2022 May 06, 2022	BUY	$41.74 - $45.45 $336,340 - $366,236	8,058 Added 4.64%	181,713 $7.81 Million
Q4 2021 Feb 14, 2022	SELL	$44.53 - $46.0 $611,441 - $631,626	-13,731 Reduced 7.33%	173,655 $7.9 Million
Q3 2021 Oct 27, 2021	BUY	$44.74 - $45.93 $217,525 - $223,311	4,862 Added 2.66%	187,386 $8.38 Million
Q1 2021 May 11, 2021	SELL	$42.87 - $44.08 $19,805 - $20,364	-462 Reduced 0.25%	182,524 $7.95 Million
Q4 2020 Feb 01, 2021	SELL	$40.42 - $43.32 $338,477 - $362,761	-8,374 Reduced 4.38%	182,986 $7.9 Million
Q3 2020 Oct 29, 2020	SELL	$39.91 - $42.11 $381,260 - $402,276	-9,553 Reduced 4.75%	191,360 $7.86 Million
Q2 2020 Aug 06, 2020	BUY	$35.99 - $40.49 $6.64 Million - $7.47 Million	184,588 Added 1130.71%	200,913 $8.01 Million
Q1 2020 May 05, 2020	BUY	$34.02 - $40.94 $555,376 - $668,345	16,325 New	16,325 $600,000

Others Institutions Holding AOM

# of Institutions

287

Shares Held

11.9M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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