Ausdal Financial Partners, Inc. Ishares Tr Core Moderate Alloc Transaction History

Ausdal Financial Partners, Inc.

$1.1 Billion
Q4 2024

A detailed history of Ausdal Financial Partners, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Ausdal Financial Partners, Inc. holds 14,164 shares of AOM stock, worth $633,272. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,164

Previous 14,413 1.73%

Holding current value

$633,272

Previous $650,000 5.38%

% of portfolio

0.06%

Previous 0.07%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$43.44 - $45.05 $10,816 - $11,217	-249 Reduced 1.73%	14,164 $615,000
Q3 2024 Oct 04, 2024	SELL	$42.66 - $45.18 $5,588 - $5,918	-131 Reduced 0.9%	14,413 $650,000
Q2 2024 Aug 06, 2024	SELL	$41.17 - $43.25 $18,361 - $19,289	-446 Reduced 2.98%	14,544 $625,000
Q1 2024 Apr 12, 2024	SELL	$40.86 - $42.78 $140,231 - $146,820	-3,432 Reduced 18.63%	14,990 $641,000
Q4 2023 Jan 11, 2024	SELL	$37.83 - $41.78 $22,357 - $24,691	-591 Reduced 3.11%	18,422 $764,000
Q3 2023 Nov 08, 2023	SELL	$38.81 - $40.84 $18,784 - $19,766	-484 Reduced 2.48%	19,013 $740,000
Q2 2023 Jul 31, 2023	BUY	$39.32 - $40.55 $9,358 - $9,650	238 Added 1.24%	19,497 $787,000
Q1 2023 May 04, 2023	SELL	$38.2 - $40.45 $11,651 - $12,337	-305 Reduced 1.56%	19,259 $767,000
Q4 2022 Feb 03, 2023	SELL	$36.07 - $39.57 $111,600 - $122,429	-3,094 Reduced 13.66%	19,564 $743,000
Q3 2022 Nov 09, 2022	SELL	$36.57 - $40.81 $28,122 - $31,382	-769 Reduced 3.28%	22,658 $830,000
Q2 2022 Aug 09, 2022	BUY	$38.3 - $43.06 $17,656 - $19,850	461 Added 2.01%	23,427 $913,000
Q1 2022 May 04, 2022	SELL	$41.74 - $45.45 $15,360 - $16,725	-368 Reduced 1.58%	22,966 $987,000
Q4 2021 Feb 08, 2022	BUY	$44.53 - $46.0 $556,135 - $574,494	12,489 Added 115.16%	23,334 $1.06 Million
Q3 2021 Nov 01, 2021	SELL	$44.74 - $45.93 $33,331 - $34,217	-745 Reduced 6.43%	10,845 $485,000
Q2 2021 Jul 19, 2021	BUY	$43.8 - $45.14 $174,937 - $180,289	3,994 Added 52.58%	11,590 $522,000
Q1 2021 May 05, 2021	BUY	$42.87 - $44.08 $56,674 - $58,273	1,322 Added 21.07%	7,596 $331,000
Q4 2020 Feb 01, 2021	SELL	$40.42 - $43.32 $46,968 - $50,337	-1,162 Reduced 15.63%	6,274 $271,000
Q3 2020 Nov 04, 2020	BUY	$39.91 - $42.11 $296,770 - $313,129	7,436 New	7,436 $305,000
Q1 2020 May 04, 2020	SELL	$34.02 - $40.94 $202,214 - $243,347	-5,944 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$38.71 - $40.3 $29,032 - $30,224	750 Added 14.44%	5,944 $240,000
Q3 2019 Nov 19, 2019	BUY	$38.32 - $39.31 $199,034 - $204,176	5,194 New	5,194 $204,000
Q1 2019 May 13, 2019	SELL	$35.53 - $38.06 $310,212 - $332,301	-8,731 Closed	0 $0
Q4 2018 Feb 11, 2019	SELL	$35.24 - $37.92 $63,467 - $68,293	-1,801 Reduced 17.1%	8,731 $312,000
Q3 2018 Nov 09, 2018	SELL	$37.2 - $38.08 $507,408 - $519,411	-13,640 Reduced 56.43%	10,532 $399,000
Q2 2018 Aug 08, 2018	SELL	$37.34 - $37.89 $1,867 - $1,894	-50 Reduced 0.21%	24,172 $907,000
Q1 2018 Apr 20, 2018	BUY	$37.16 - $39.0 $142,805 - $149,877	3,843 Added 18.86%	24,222 $915,000
Q4 2017 Feb 08, 2018	BUY	$37.87 - $38.74 $428,499 - $438,343	11,315 Added 124.83%	20,379 $775,000
Q3 2017 Oct 31, 2017	BUY	$37.81 - $37.97 $342,709 - $344,160	9,064	9,064 $344,000

Others Institutions Holding AOM

# of Institutions

274

Shares Held

13.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Ausdal Financial Partners, Inc. Ishares Tr Core Moderate Alloc Transaction History