Claro Advisors LLC Ishares Tr Core Moderate Alloc Transaction History

Claro Advisors LLC

  • $569 Million
  • Q2 2025

A detailed history of Claro Advisors LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Claro Advisors LLC holds 6,350 shares of AOM stock, worth $293,941. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,350
Previous 6,300 0.79%
Holding current value
$293,941
Previous $276,000 5.8%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$41.55 - $46.04 $2,077 - $2,302
50 Added 0.79%
6,350 $292,000
Q1 2025

May 12, 2025
BUY
$42.93 - $44.71 $2,146 - $2,235
50 Added 0.8%
6,300 $276,000
Q4 2024

Jan 13, 2025
BUY
$43.44 - $45.05 $26,064 - $27,030
600 Added 10.62%
6,250 $271,000
Q3 2024

Nov 07, 2024
SELL
$42.66 - $45.18 $506,160 - $536,060
-11,865 Reduced 67.74%
5,650 $254,000
Q3 2024

Oct 17, 2024
BUY
$42.66 - $45.18 $747,189 - $791,327
17,515 New
17,515 $790,000

Others Institutions Holding AOM

# of Institutions
284
Shares Held
12M
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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