A detailed history of Captrust Financial Advisors transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Captrust Financial Advisors holds 5,899 shares of AOM stock, worth $261,030. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,899
Previous 5,896 0.05%
Holding current value
$261,030
Previous $252,000 0.4%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$41.17 - $43.25 $123 - $129
3 Added 0.05%
5,899 $253,000
Q1 2024

May 15, 2024

BUY
$40.86 - $42.78 $10,868 - $11,379
266 Added 4.72%
5,896 $252,000
Q4 2023

Feb 14, 2024

BUY
$37.83 - $41.78 $6,960 - $7,687
184 Added 3.38%
5,630 $233,000
Q3 2023

Nov 14, 2023

SELL
$38.81 - $40.84 $52,548 - $55,297
-1,354 Reduced 19.91%
5,446 $212,000
Q2 2023

Aug 14, 2023

SELL
$39.32 - $40.55 $19,345 - $19,950
-492 Reduced 6.75%
6,800 $274,000
Q1 2023

May 15, 2023

SELL
$38.2 - $40.45 $38,352 - $40,611
-1,004 Reduced 12.1%
7,292 $290,000
Q4 2022

Feb 15, 2023

BUY
$36.07 - $39.57 $56,810 - $62,322
1,575 Added 23.43%
8,296 $315,000
Q3 2022

Nov 16, 2022

BUY
$36.57 - $40.81 $45,017 - $50,237
1,231 Added 22.42%
6,721 $246,000
Q2 2022

Aug 23, 2022

SELL
$38.3 - $43.06 $2,604 - $2,928
-68 Reduced 1.22%
5,490 $214,000
Q2 2022

Aug 16, 2022

SELL
$38.3 - $43.06 $6,893 - $7,750
-180 Reduced 3.14%
5,558 $217,000
Q1 2022

May 16, 2022

SELL
$41.74 - $45.45 $37,858 - $41,223
-907 Reduced 13.65%
5,738 $247,000
Q4 2021

Feb 14, 2022

SELL
$44.53 - $46.0 $69,288 - $71,576
-1,556 Reduced 18.97%
6,645 $302,000
Q3 2021

Nov 16, 2021

BUY
$44.74 - $45.93 $7,918 - $8,129
177 Added 2.21%
8,201 $367,000
Q2 2021

Aug 16, 2021

SELL
$43.8 - $45.14 $525 - $541
-12 Reduced 0.15%
8,024 $361,000
Q1 2021

May 17, 2021

SELL
$42.87 - $44.08 $189,142 - $194,480
-4,412 Reduced 35.44%
8,036 $350,000
Q4 2020

Feb 16, 2021

SELL
$40.42 - $43.32 $4,405 - $4,721
-109 Reduced 0.87%
12,448 $538,000
Q3 2020

Nov 17, 2020

SELL
$39.91 - $42.11 $145,671 - $153,701
-3,650 Reduced 22.52%
12,557 $517,000
Q2 2020

Aug 14, 2020

BUY
$35.99 - $40.49 $101,851 - $114,586
2,830 Added 21.16%
16,207 $648,000
Q1 2020

May 15, 2020

SELL
$34.02 - $40.94 $882,921 - $1.06 Million
-25,953 Reduced 65.99%
13,377 $483,000
Q4 2019

Feb 14, 2020

SELL
$38.71 - $40.3 $113,381 - $118,038
-2,929 Reduced 6.93%
39,330 $1.58 Million
Q3 2019

Nov 14, 2019

BUY
$38.32 - $39.31 $674,010 - $691,423
17,589 Added 71.3%
42,259 $1.66 Million
Q2 2019

Aug 13, 2019

SELL
$37.75 - $39.08 $104,114 - $107,782
-2,758 Reduced 10.06%
24,670 $963,000
Q1 2019

May 15, 2019

BUY
$35.53 - $38.06 $709,463 - $759,982
19,968 Added 267.67%
27,428 $1.04 Million
Q4 2018

Feb 13, 2019

BUY
$35.24 - $37.92 $262,890 - $282,883
7,460 New
7,460 $268,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


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