Clearstead Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 30 shares of AOM stock, worth $1,316. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,316

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$42.93 - $44.71 $1,287 - $1,341	30 New	30 $1,000

Others Institutions Holding AOM

# of Institutions

283

Shares Held

11.7M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$120 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

995K
Shares

$43.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

566K
Shares

$24.9 Million
0.0% of portfolio
Foundations Investment Advisors, LLC

427K
Shares

$18.7 Million
0.37% of portfolio
Weitzel Financial Services, Inc.

280K
Shares

$12.3 Million
5.77% of portfolio

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

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Clearstead Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History