Bogart Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Bogart Wealth, LLC holds 595 shares of AOM stock, worth $26,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares
595
Previous 595 -0.0%
Holding current value
$26,525
Previous $25,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$37.83 - $41.78 $8,776 - $9,692
-232 Reduced 28.05%
595 $24,000
Q3 2023

Oct 30, 2023
SELL
$38.81 - $40.84 $12,535 - $13,191
-323 Reduced 28.09%
827 $32,000
Q1 2021

Apr 16, 2021
BUY
$42.87 - $44.08 $49,300 - $50,692
1,150 New
1,150 $50,000

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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