Clear Creek Financial Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Clear Creek Financial Management, LLC

$877 Million
Q4 2024

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 13,299 shares of AOM stock, worth $587,682. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,299

Previous 15,180 12.39%

Holding current value

$587,682

Previous $684,000 15.64%

% of portfolio

0.07%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$43.44 - $45.05 $81,710 - $84,739	-1,881 Reduced 12.39%	13,299 $577,000
Q3 2024 Oct 29, 2024	SELL	$42.66 - $45.18 $1,791 - $1,897	-42 Reduced 0.28%	15,180 $684,000
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

# of Institutions

266

Shares Held

12.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Clear Creek Financial Management, LLC Ishares Tr Core Moderate Alloc Transaction History