Castleview Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Castleview Partners, LLC

  • $151 Million
  • Q4 2024

A detailed history of Castleview Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Castleview Partners, LLC holds 1,081 shares of AOM stock, worth $47,877. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,081
Previous 1,059 2.08%
Holding current value
$47,877
Previous $46,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$43.44 - $45.05 $955 - $991
22 Added 2.08%
1,081 $46,000
Q3 2024

Oct 21, 2024
SELL
$42.66 - $45.18 $42 - $45
-1 Reduced 0.09%
1,059 $47,000
Q2 2024

Jul 31, 2024
BUY
$41.17 - $43.25 $5,310 - $5,579
129 Added 13.86%
1,060 $45,000
Q1 2024

May 09, 2024
SELL
$40.86 - $42.78 $3,432 - $3,593
-84 Reduced 8.28%
931 $39,000
Q4 2023

Feb 05, 2024
BUY
$37.83 - $41.78 $5,031 - $5,556
133 Added 15.08%
1,015 $42,000
Q3 2023

Oct 26, 2023
BUY
$38.81 - $40.84 $34,230 - $36,020
882 New
882 $34,000

Others Institutions Holding AOM

# of Institutions
266
Shares Held
12.2M
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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