Axxcess Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 7,467 shares of AOM stock, worth $327,651. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,467

Previous 55,802 86.62%

Holding current value

$327,651

Previous $2.42 Million 86.51%

% of portfolio

0.01%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$42.93 - $44.71 $2.08 Million - $2.16 Million	-48,335 Reduced 86.62%	7,467 $327,000
Q4 2024 Feb 10, 2025	BUY	$43.44 - $45.05 $2.1 Million - $2.18 Million	48,338 Added 647.62%	55,802 $2.42 Million
Q3 2024 Nov 04, 2024	BUY	$42.66 - $45.18 $42 - $45	1 Added 0.01%	7,464 $336,000
Q2 2024 Aug 09, 2024	BUY	$41.17 - $43.25 $41 - $43	1 Added 0.01%	7,463 $320,000
Q1 2024 May 14, 2024	BUY	$40.86 - $42.78 $6,537 - $6,844	160 Added 2.19%	7,462 $319,000
Q4 2022 Feb 14, 2023	SELL	$36.07 - $39.57 $9,233 - $10,129	-256 Reduced 3.39%	7,302 $277,000
Q3 2022 Nov 14, 2022	BUY	$36.57 - $40.81 $73 - $81	2 Added 0.03%	7,558 $277,000
Q2 2022 Aug 11, 2022	BUY	$38.3 - $43.06 $289,394 - $325,361	7,556 New	7,556 $294,000

Others Institutions Holding AOM

# of Institutions

277

Shares Held

13.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Axxcess Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History