Cary Street Partners Investment Advisory LLC Ishares Tr Core Moderate Alloc Transaction History

Cary Street Partners Investment Advisory LLC

  • $2.63 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$36.07 - $39.57 $144,280 - $158,280
4,000 New
4,000 $152,000
Q2 2022

Aug 15, 2022
SELL
$38.3 - $43.06 $202,989 - $228,218
-5,300 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$41.74 - $45.45 $221,222 - $240,885
5,300 New
5,300 $228,000
Q4 2019

Feb 10, 2020
SELL
$38.71 - $40.3 $3.25 Million - $3.38 Million
-83,934 Closed
0 $0
Q4 2018

Feb 06, 2019
BUY
$35.24 - $37.92 $2.96 Million - $3.18 Million
83,934 New
83,934 $2.99 Million

Others Institutions Holding AOM

# of Institutions
251
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
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email