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 372 shares of AOM stock, worth $16,215. This represents 0.0% of its overall portfolio holdings.

Number of Shares
372
Previous 369 0.81%
Holding current value
$16,215
Previous $16,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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