Bellwether Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Bellwether Advisors, LLC

$556 Million
Q2 2025

A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Bellwether Advisors, LLC holds 372 shares of AOM stock, worth $17,710. This represents 0.0% of its overall portfolio holdings.

Number of Shares

372

Previous 353 5.38%

Holding current value

$17,710

Previous $15,000 13.33%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$41.55 - $46.04 $789 - $874	19 Added 5.38%	372 $17,000
Q1 2025 May 07, 2025	SELL	$42.93 - $44.71 $15,969 - $16,632	-372 Reduced 51.31%	353 $15,000
Q4 2024 Feb 14, 2025	BUY	$43.44 - $45.05 $31,494 - $32,661	725 New	725 $31,000
Q1 2023 May 05, 2023	BUY	$38.2 - $40.45 $649 - $687	17 Added 3.1%	566 $22,000
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $1,046 - $1,147	29 Added 5.58%	549 $20,000
Q3 2022 Nov 14, 2022	BUY	$36.57 - $40.81 $950 - $1,061	26 Added 5.26%	520 $19,000
Q2 2022 Aug 05, 2022	BUY	$38.3 - $43.06 $1,608 - $1,808	42 Added 9.29%	494 $19,000
Q1 2022 Apr 29, 2022	BUY	$41.74 - $45.45 $18,490 - $20,134	443 Added 4922.22%	452 $19,000
Q4 2021 Jan 28, 2022	BUY	$44.53 - $46.0 $400 - $414	9 New	9 $0

Others Institutions Holding AOM

# of Institutions

289

Shares Held

12M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Bellwether Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History