A detailed history of Assetmark, Inc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Assetmark, Inc holds 350 shares of AOM stock, worth $15,256. This represents 0.0% of its overall portfolio holdings.

Number of Shares
350
Previous 275 27.27%
Holding current value
$15,256
Previous $11,000 36.36%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$42.66 - $45.18 $3,199 - $3,388
75 Added 27.27%
350 $15,000
Q2 2024

Aug 13, 2024

SELL
$41.17 - $43.25 $63,195 - $66,388
-1,535 Reduced 84.81%
275 $11,000
Q1 2024

May 06, 2024

BUY
$40.86 - $42.78 $3,473 - $3,636
85 Added 4.93%
1,810 $77,000
Q4 2023

Feb 09, 2024

BUY
$37.83 - $41.78 $8,171 - $9,024
216 Added 14.31%
1,725 $71,000
Q3 2023

Oct 27, 2023

BUY
$38.81 - $40.84 $2,794 - $2,940
72 Added 5.01%
1,509 $58,000
Q2 2023

Aug 11, 2023

BUY
$39.32 - $40.55 $2,555 - $2,635
65 Added 4.74%
1,437 $58,000
Q1 2023

May 05, 2023

BUY
$38.2 - $40.45 $2,483 - $2,629
65 Added 4.97%
1,372 $54,000
Q4 2022

Feb 10, 2023

BUY
$36.07 - $39.57 $6,240 - $6,845
173 Added 15.26%
1,307 $49,000
Q3 2022

Nov 01, 2022

BUY
$36.57 - $40.81 $1,791 - $1,999
49 Added 4.52%
1,134 $44,000
Q2 2022

Aug 03, 2022

BUY
$38.3 - $43.06 $2,374 - $2,669
62 Added 6.06%
1,085 $42,000
Q1 2022

May 13, 2022

BUY
$41.74 - $45.45 $42,700 - $46,495
1,023 New
1,023 $44,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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