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 21,842 shares of AOM stock, worth $952,092. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,842
Previous 21,772 0.32%
Holding current value
$952,092
Previous $936,000 5.24%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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