A detailed history of Clear Creek Financial Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 15,222 shares of AOM stock, worth $687,729. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,222
Previous 14,428 5.5%
Holding current value
$687,729
Previous $617,000 6.0%
% of portfolio
0.08%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$41.17 - $43.25 $32,688 - $34,340
794 Added 5.5%
15,222 $654,000
Q1 2024

Apr 26, 2024

SELL
$40.86 - $42.78 $50,666 - $53,047
-1,240 Reduced 7.91%
14,428 $617,000
Q4 2023

Jan 23, 2024

BUY
$37.83 - $41.78 $141,559 - $156,340
3,742 Added 31.38%
15,668 $650,000
Q3 2023

Oct 23, 2023

BUY
$38.81 - $40.84 $6,597 - $6,942
170 Added 1.45%
11,926 $464,000
Q2 2023

Jul 14, 2023

BUY
$39.32 - $40.55 $45,375 - $46,794
1,154 Added 10.88%
11,756 $475,000
Q1 2023

Apr 20, 2023

BUY
$38.2 - $40.45 $20,704 - $21,923
542 Added 5.39%
10,602 $422,000
Q4 2022

Jan 23, 2023

BUY
$36.07 - $39.57 $42,887 - $47,048
1,189 Added 13.4%
10,060 $0
Q3 2022

Oct 24, 2022

SELL
$36.57 - $40.81 $12,360 - $13,793
-338 Reduced 3.67%
8,871 $325,000
Q2 2022

Jul 27, 2022

BUY
$38.3 - $43.06 $69,361 - $77,981
1,811 Added 24.48%
9,209 $359,000
Q1 2022

May 02, 2022

BUY
$41.74 - $45.45 $1,085 - $1,181
26 Added 0.35%
7,398 $318,000
Q4 2021

Jan 21, 2022

BUY
$44.53 - $46.0 $33,263 - $34,362
747 Added 11.28%
7,372 $335,000
Q3 2021

Oct 14, 2021

BUY
$44.74 - $45.93 $23,309 - $23,929
521 Added 8.54%
6,625 $296,000
Q2 2021

Jul 30, 2021

BUY
$43.8 - $45.14 $267,355 - $275,534
6,104 New
6,104 $275,000
Q1 2021

Apr 23, 2021

SELL
$42.87 - $44.08 $402,978 - $414,352
-9,400 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$40.42 - $43.32 $379,948 - $407,208
9,400 New
9,400 $406,000
Q3 2020

Nov 10, 2020

SELL
$39.91 - $42.11 $387,965 - $409,351
-9,721 Closed
0 $0
Q2 2020

Jul 16, 2020

BUY
$35.99 - $40.49 $77,198 - $86,851
2,145 Added 28.31%
9,721 $387,000
Q1 2020

Apr 23, 2020

BUY
$34.02 - $40.94 $27,113 - $32,629
797 Added 11.76%
7,576 $285,000
Q4 2019

Jan 17, 2020

BUY
$38.71 - $40.3 $6,000 - $6,246
155 Added 2.34%
6,779 $270,000
Q3 2019

Nov 15, 2019

BUY
$38.32 - $39.31 $11,840 - $12,146
309 Added 4.89%
6,624 $260,000
Q2 2019

Aug 16, 2019

BUY
$37.75 - $39.08 $238,391 - $246,790
6,315 New
6,315 $246,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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