Atlas Private Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History

Atlas Private Wealth Advisors

$691 Million
Q1 2025

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 8,392 shares of AOM stock, worth $359,009. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,392

Previous 8,758 4.18%

Holding current value

$359,009

Previous $380,000 3.16%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$42.93 - $44.71 $15,712 - $16,363	-366 Reduced 4.18%	8,392 $368,000
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

278

Shares Held

14M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

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Atlas Private Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History