Avantax Advisory Services, Inc. Ishares Tr Core Moderate Alloc Transaction History

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,100 shares of AOM stock, worth $896,058. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,100
Previous 21,572 6.82%
Holding current value
$896,058
Previous $937,000 5.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 06, 2025
SELL
$42.93 - $44.71 $63,192 - $65,813
-1,472 Reduced 6.82%
20,100 $881,000
Q4 2024

Feb 07, 2025
SELL
$43.44 - $45.05 $11,728 - $12,163
-270 Reduced 1.24%
21,572 $937,000
Q3 2024

Nov 13, 2024
BUY
$42.66 - $45.18 $2,986 - $3,162
70 Added 0.32%
21,842 $985,000
Q2 2024

Aug 09, 2024
SELL
$41.17 - $43.25 $8,769 - $9,212
-213 Reduced 0.97%
21,772 $936,000
Q1 2024

May 08, 2024
SELL
$40.86 - $42.78 $21,982 - $23,015
-538 Reduced 2.39%
21,985 $940,000
Q4 2023

Feb 07, 2024
BUY
$37.83 - $41.78 $21,563 - $23,814
570 Added 2.6%
22,523 $934,000
Q3 2023

Nov 07, 2023
BUY
$38.81 - $40.84 $16,533 - $17,397
426 Added 1.98%
21,953 $854,000
Q2 2023

Aug 11, 2023
BUY
$39.32 - $40.55 $103,450 - $106,687
2,631 Added 13.92%
21,527 $869,000
Q1 2023

Apr 28, 2023
SELL
$38.2 - $40.45 $5,386 - $5,703
-141 Reduced 0.74%
18,896 $753,000
Q4 2022

Feb 13, 2023
BUY
$36.07 - $39.57 $230,379 - $252,733
6,387 Added 50.49%
19,037 $723,000
Q3 2022

Nov 01, 2022
SELL
$36.57 - $40.81 $6,984 - $7,794
-191 Reduced 1.49%
12,650 $463,000
Q2 2022

Aug 02, 2022
SELL
$38.3 - $43.06 $4,059 - $4,564
-106 Reduced 0.82%
12,841 $500,000
Q1 2022

Apr 27, 2022
BUY
$41.74 - $45.45 $180,817 - $196,889
4,332 Added 50.28%
12,947 $557,000
Q4 2021

Jan 24, 2022
BUY
$44.53 - $46.0 $55,217 - $57,040
1,240 Added 16.81%
8,615 $392,000
Q3 2021

Oct 21, 2021
BUY
$44.74 - $45.93 $104,781 - $107,568
2,342 Added 46.53%
7,375 $328,000
Q2 2021

Jul 29, 2021
BUY
$43.8 - $45.14 $220,445 - $227,189
5,033 New
5,033 $227,000
Q4 2020

Jan 22, 2021
SELL
$40.42 - $43.32 $1.11 Million - $1.19 Million
-27,459 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$39.91 - $42.11 $1.1 Million - $1.16 Million
27,459 New
27,459 $1.13 Million

Others Institutions Holding AOM

# of Institutions
283
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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