Cetera Investment Advisers Ishares Tr Core Moderate Alloc Transaction History

Cetera Investment Advisers

$49.2 Billion
Q1 2025

A detailed history of Cetera Investment Advisers transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Cetera Investment Advisers holds 154,705 shares of AOM stock, worth $6.79 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

154,705

Previous 93,929 64.7%

Holding current value

$6.79 Million

Previous $4.08 Million 66.37%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$42.93 - $44.71 $2.61 Million - $2.72 Million	60,776 Added 64.7%	154,705 $6.79 Million
Q4 2024 Feb 13, 2025	SELL	$43.44 - $45.05 $41,007 - $42,527	-944 Reduced 1.0%	93,929 $4.08 Million
Q3 2024 Nov 13, 2024	BUY	$42.66 - $45.18 $562,429 - $595,653	13,184 Added 16.14%	94,873 $4.28 Million
Q2 2024 Aug 22, 2024	SELL	$41.17 - $43.25 $78,428 - $82,391	-1,905 Reduced 2.28%	81,689 $3.51 Million
Q1 2024 May 24, 2024	BUY	$40.86 - $42.78 $3.19 Million - $3.34 Million	78,059 Added 1410.28%	83,594 $3.58 Million
Q1 2024 May 14, 2024	SELL	$40.86 - $42.78 $315,316 - $330,133	-7,717 Reduced 58.23%	5,535 $236,000
Q4 2023 Feb 13, 2024	BUY	$37.83 - $41.78 $1,475 - $1,629	39 Added 0.3%	13,252 $550,000
Q3 2023 Nov 14, 2023	SELL	$38.81 - $40.84 $3,648 - $3,838	-94 Reduced 0.71%	13,213 $514,000
Q2 2023 Aug 09, 2023	BUY	$39.32 - $40.55 $20,328 - $20,964	517 Added 4.04%	13,307 $537,000
Q1 2023 May 15, 2023	SELL	$38.2 - $40.45 $10,199 - $10,800	-267 Reduced 2.04%	12,790 $509,000
Q4 2022 Feb 14, 2023	BUY	$36.07 - $39.57 $257,936 - $282,965	7,151 Added 121.08%	13,057 $496,000
Q3 2022 Nov 10, 2022	SELL	$36.57 - $40.81 $337,321 - $376,431	-9,224 Reduced 60.96%	5,906 $216,000
Q2 2022 Aug 11, 2022	BUY	$38.3 - $43.06 $51,321 - $57,700	1,340 Added 9.72%	15,130 $589,000
Q1 2022 May 13, 2022	BUY	$41.74 - $45.45 $7,513 - $8,181	180 Added 1.32%	13,790 $593,000
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $2,849 - $2,944	64 Added 0.47%	13,610 $619,000
Q3 2021 Nov 16, 2021	SELL	$44.74 - $45.93 $16,732 - $17,177	-374 Reduced 2.69%	13,546 $606,000
Q2 2021 Aug 13, 2021	BUY	$43.8 - $45.14 $9,066 - $9,343	207 Added 1.51%	13,920 $627,000
Q1 2021 May 17, 2021	BUY	$42.87 - $44.08 $88,012 - $90,496	2,053 Added 17.61%	13,713 $597,000
Q4 2020 Feb 17, 2021	SELL	$40.42 - $43.32 $180,475 - $193,423	-4,465 Reduced 27.69%	11,660 $504,000
Q2 2017 Aug 14, 2017	BUY	N/A	16,125	16,125 $600,000

Others Institutions Holding AOM

# of Institutions

277

Shares Held

13.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Cetera Investment Advisers Ishares Tr Core Moderate Alloc Transaction History