Atlas Private Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 8,758 shares of AOM stock, worth $385,089. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,758
Holding current value
$385,089
% of portfolio
0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$43.44 - $45.05 $380,447 - $394,547
8,758 New
8,758 $380,000
Q4 2021

Apr 21, 2022
SELL
$44.53 - $46.0 $103,131 - $106,536
-2,316 Closed
0 $0
Q3 2021

Oct 26, 2021
BUY
$44.74 - $45.93 $20,043 - $20,576
448 Added 23.98%
2,316 $104,000
Q1 2021

Apr 28, 2021
SELL
$42.87 - $44.08 $27,865 - $28,652
-650 Reduced 25.81%
1,868 $81,000
Q4 2020

Jan 29, 2021
SELL
$40.42 - $43.32 $27,647 - $29,630
-684 Reduced 21.36%
2,518 $109,000
Q3 2020

Oct 27, 2020
SELL
$39.91 - $42.11 $6,265 - $6,611
-157 Reduced 4.67%
3,202 $131,000
Q2 2020

Aug 14, 2020
BUY
$35.99 - $40.49 $120,890 - $136,005
3,359 New
3,359 $134,000

Others Institutions Holding AOM

# of Institutions
253
Shares Held
11.3M
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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