Capital Analysts, LLC Ishares Tr Core Moderate Alloc Transaction History

Capital Analysts, LLC

$2.68 Billion
Q1 2025

A detailed history of Capital Analysts, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Capital Analysts, LLC holds 379 shares of AOM stock, worth $16,895. This represents 0.0% of its overall portfolio holdings.

Number of Shares

379

Previous 379 -0.0%

Holding current value

$16,895

Previous $16,000 6.25%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$43.44 - $45.05 $304 - $315	7 Added 1.88%	379 $16,000
Q3 2024 Nov 13, 2024	BUY	$42.66 - $45.18 $127 - $135	3 Added 0.81%	372 $17,000
Q2 2024 Aug 14, 2024	BUY	$41.17 - $43.25 $82 - $86	2 Added 0.54%	369 $16,000
Q1 2024 May 14, 2024	BUY	$40.86 - $42.78 $7,354 - $7,700	180 Added 96.26%	367 $16,000
Q4 2023 Jan 30, 2024	BUY	$37.83 - $41.78 $113 - $125	3 Added 1.63%	187 $8,000
Q3 2023 Nov 13, 2023	BUY	$38.81 - $40.84 $38 - $40	1 Added 0.55%	184 $7,000
Q2 2023 Aug 11, 2023	BUY	$39.32 - $40.55 $39 - $40	1 Added 0.55%	183 $7,000
Q1 2023 May 05, 2023	BUY	$38.2 - $40.45 $6,952 - $7,361	182 New	182 $7,000

Others Institutions Holding AOM

# of Institutions

283

Shares Held

11.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Capital Analysts, LLC Ishares Tr Core Moderate Alloc Transaction History