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

Beacon Investment Advisory Services, Inc.

  • $2.29 Billion
  • Q4 2024

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 17,864 shares of AOM stock, worth $785,658. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,864
Previous 17,829 0.2%
Holding current value
$785,658
Previous $804,000 3.48%
% of portfolio
0.03%
Previous 0.03%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$43.44 - $45.05 $1,520 - $1,576
35 Added 0.2%
17,864 $776,000
Q3 2024

Nov 14, 2024
SELL
$42.66 - $45.18 $16,808 - $17,800
-394 Reduced 2.16%
17,829 $804,000
Q2 2024

Aug 14, 2024
SELL
$41.17 - $43.25 $76,782 - $80,661
-1,865 Reduced 9.28%
18,223 $783,000
Q1 2024

May 09, 2024
SELL
$40.86 - $42.78 $21,124 - $22,117
-517 Reduced 2.51%
20,088 $859,000
Q4 2023

Feb 12, 2024
SELL
$37.83 - $41.78 $13,240 - $14,623
-350 Reduced 1.67%
20,605 $855,000
Q3 2023

Oct 31, 2023
SELL
$38.81 - $40.84 $1,280 - $1,347
-33 Reduced 0.16%
20,955 $815,000
Q2 2023

Jul 21, 2023
SELL
$39.32 - $40.55 $21,036 - $21,694
-535 Reduced 2.49%
20,988 $848,000
Q1 2023

May 04, 2023
SELL
$38.2 - $40.45 $22,920 - $24,270
-600 Reduced 2.71%
21,523 $857,000
Q4 2022

Jan 13, 2023
BUY
$36.07 - $39.57 $91,726 - $100,626
2,543 Added 12.99%
22,123 $0
Q3 2022

Oct 20, 2022
SELL
$36.57 - $40.81 $235,657 - $262,979
-6,444 Reduced 24.76%
19,580 $717,000
Q2 2022

Jul 21, 2022
BUY
$38.3 - $43.06 $311,034 - $349,690
8,121 Added 45.36%
26,024 $1.01 Million
Q4 2021

Feb 04, 2022
BUY
$44.53 - $46.0 $192,770 - $199,134
4,329 Added 31.89%
17,903 $814,000
Q3 2021

Nov 09, 2021
SELL
$44.74 - $45.93 $34,226 - $35,136
-765 Reduced 5.34%
13,574 $607,000
Q2 2021

Aug 02, 2021
BUY
$43.8 - $45.14 $49,844 - $51,369
1,138 Added 8.62%
14,339 $646,000
Q1 2021

May 21, 2021
BUY
$42.87 - $44.08 $3,000 - $3,085
70 Added 0.53%
13,201 $575,000
Q4 2020

Feb 08, 2021
BUY
$40.42 - $43.32 $120,168 - $128,790
2,973 Added 29.27%
13,131 $567,000
Q3 2020

Oct 29, 2020
SELL
$39.91 - $42.11 $81,775 - $86,283
-2,049 Reduced 16.79%
10,158 $417,000
Q1 2020

May 05, 2020
BUY
$34.02 - $40.94 $7,756 - $9,334
228 Added 1.9%
12,207 $448,000
Q4 2019

Jan 31, 2020
BUY
$38.71 - $40.3 $78,039 - $81,244
2,016 Added 20.23%
11,979 $481,000
Q3 2019

Oct 29, 2019
SELL
$38.32 - $39.31 $30,387 - $31,172
-793 Reduced 7.37%
9,963 $391,000
Q1 2019

May 15, 2019
BUY
$35.53 - $38.06 $128,725 - $137,891
3,623 Added 50.79%
10,756 $409,000
Q4 2018

Feb 08, 2019
SELL
$35.24 - $37.92 $1,691 - $1,820
-48 Reduced 0.67%
7,133 $255,000
Q2 2018

Aug 09, 2018
BUY
$37.34 - $37.89 $933 - $947
25 Added 0.35%
7,181 $270,000
Q4 2017

Feb 02, 2018
SELL
$37.87 - $38.74 $3.74 Million - $3.83 Million
-98,844 Reduced 93.25%
7,156 $272,000
Q3 2017

Nov 14, 2017
BUY
$37.81 - $37.97 $4.01 Million - $4.02 Million
106,000
106,000 $4.02 Million

Others Institutions Holding AOM

# of Institutions
254
Shares Held
11.5M
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
Track This Portfolio

Track Beacon Investment Advisory Services, Inc. Portfolio

Follow Beacon Investment Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email