Austin Private Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History

Austin Private Wealth, LLC

  • $1.18 Billion
  • Q3 2025

A detailed history of Austin Private Wealth, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Austin Private Wealth, LLC holds 6,955 shares of AOM stock, worth $330,362. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,955
Previous 6,955 -0.0%
Holding current value
$330,362
Previous $320,000 3.13%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$42.93 - $44.71 $23,740 - $24,724
-553 Reduced 7.37%
6,955 $305,000
Q4 2024

Jan 23, 2025
SELL
$43.44 - $45.05 $564 - $585
-13 Reduced 0.17%
7,508 $326,000
Q3 2024

Oct 30, 2024
BUY
$42.66 - $45.18 $170 - $180
4 Added 0.05%
7,521 $339,000
Q2 2024

Jul 12, 2024
BUY
$41.17 - $43.25 $309,474 - $325,110
7,517 New
7,517 $323,000

Others Institutions Holding AOM

# of Institutions
288
Shares Held
11.7M
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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