Carolinas Wealth Consulting LLC Ishares Tr Core Moderate Alloc Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,982 shares of AOM stock, worth $87,703. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,982
Previous 1,963 0.97%
Holding current value
$87,703
Previous $84,000 5.95%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$42.66 - $45.18 $810 - $858
19 Added 0.97%
1,982 $89,000
Q2 2024

Aug 12, 2024
SELL
$41.17 - $43.25 $7,657 - $8,044
-186 Reduced 8.66%
1,963 $84,000
Q1 2024

May 14, 2024
SELL
$40.86 - $42.78 $5,556 - $5,818
-136 Reduced 5.95%
2,149 $91,000
Q4 2023

Feb 13, 2024
BUY
$37.83 - $41.78 $302 - $334
8 Added 0.35%
2,285 $94,000
Q3 2023

Nov 14, 2023
BUY
$38.81 - $40.84 $853 - $898
22 Added 0.98%
2,277 $88,000
Q2 2023

Aug 14, 2023
SELL
$39.32 - $40.55 $13,565 - $13,989
-345 Reduced 13.27%
2,255 $91,000
Q1 2023

May 15, 2023
BUY
$38.2 - $40.45 $2,979 - $3,155
78 Added 3.09%
2,600 $103,000
Q4 2022

Feb 14, 2023
SELL
$36.07 - $39.57 $52,157 - $57,218
-1,446 Reduced 36.44%
2,522 $95,000
Q3 2022

Nov 14, 2022
SELL
$36.57 - $40.81 $129,092 - $144,059
-3,530 Reduced 47.08%
3,968 $145,000
Q2 2022

Aug 16, 2022
BUY
$38.3 - $43.06 $1,225 - $1,377
32 Added 0.43%
7,498 $292,000
Q1 2022

May 17, 2022
BUY
$41.74 - $45.45 $1,920 - $2,090
46 Added 0.62%
7,466 $321,000
Q4 2021

Feb 14, 2022
BUY
$44.53 - $46.0 $16,609 - $17,158
373 Added 5.29%
7,420 $337,000
Q3 2021

Nov 15, 2021
BUY
$44.74 - $45.93 $1,744 - $1,791
39 Added 0.56%
7,047 $315,000
Q2 2021

Aug 17, 2021
BUY
$43.8 - $45.14 $1,270 - $1,309
29 Added 0.42%
7,008 $316,000
Q1 2021

May 17, 2021
SELL
$42.87 - $44.08 $7,116 - $7,317
-166 Reduced 2.32%
6,979 $304,000
Q4 2020

Feb 16, 2021
SELL
$40.42 - $43.32 $95,997 - $102,885
-2,375 Reduced 24.95%
7,145 $309,000
Q3 2020

Nov 12, 2020
BUY
$39.91 - $42.11 $1,077 - $1,136
27 Added 0.28%
9,520 $391,000
Q2 2020

Aug 13, 2020
BUY
$35.99 - $40.49 $34,334 - $38,627
954 Added 11.17%
9,493 $378,000
Q1 2020

May 11, 2020
BUY
$34.02 - $40.94 $290,496 - $349,586
8,539 New
8,539 $313,000

Others Institutions Holding AOM

# of Institutions
250
Shares Held
11.3M
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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