Bright Futures Wealth Management, Llc. Ishares Tr Core Moderate Alloc Transaction History

Bright Futures Wealth Management, Llc.

$111 Million
Q3 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 7,640 shares of AOM stock, worth $364,428. This represents 0.33% of its overall portfolio holdings.

Number of Shares

7,640

Previous 7,629 0.14%

Holding current value

$364,428

Previous $334,000 8.68%

% of portfolio

0.33%

Previous 0.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$45.4 - $47.61 $499 - $523	11 Added 0.14%	7,640 $363,000
Q1 2025 Apr 22, 2025	BUY	$42.93 - $44.71 $6,740 - $7,019	157 Added 2.1%	7,629 $334,000
Q4 2024 Jan 30, 2025	BUY	$43.44 - $45.05 $13,249 - $13,740	305 Added 4.26%	7,472 $324,000
Q3 2024 Oct 31, 2024	BUY	$42.66 - $45.18 $305,744 - $323,805	7,167 New	7,167 $323,000

Others Institutions Holding AOM

# of Institutions

288

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

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Bright Futures Wealth Management, Llc. Ishares Tr Core Moderate Alloc Transaction History