A detailed history of Atria Investments LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Atria Investments LLC holds 4,862 shares of AOM stock, worth $214,316. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,862
Previous 5,134 5.3%
Holding current value
$214,316
Previous $220,000 0.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 01, 2024

SELL
$42.66 - $45.18 $11,603 - $12,288
-272 Reduced 5.3%
4,862 $219,000
Q2 2024

Aug 13, 2024

BUY
$41.17 - $43.25 $211,366 - $222,045
5,134 New
5,134 $220,000
Q2 2022

Aug 11, 2022

BUY
$38.3 - $43.06 $1.13 Million - $1.27 Million
29,558 Added 702.42%
33,766 $1.32 Million
Q2 2019

Aug 09, 2019

BUY
$37.75 - $39.08 $158,852 - $164,448
4,208 New
4,208 $366,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.