Concord Wealth Partners Ishares Tr Core Moderate Alloc Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Concord Wealth Partners holds 182 shares of AOM stock, worth $8,097. This represents 0.0% of its overall portfolio holdings.

Number of Shares
182
Previous 181 0.55%
Holding current value
$8,097
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$42.66 - $45.18 $42 - $45
1 Added 0.55%
182 $8,000
Q2 2024

Jul 31, 2024
BUY
$41.17 - $43.25 $41 - $43
1 Added 0.56%
181 $7,000
Q4 2023

Apr 30, 2024
SELL
$37.83 - $41.78 $8,284 - $9,149
-219 Reduced 54.89%
180 $7,000
Q4 2023

Feb 05, 2024
SELL
$37.83 - $41.78 $8,284 - $9,149
-219 Reduced 54.89%
180 $7,000
Q3 2023

Apr 30, 2024
BUY
$38.81 - $40.84 $8,499 - $8,943
219 Added 121.67%
399 $15,000
Q3 2023

Oct 25, 2023
BUY
$38.81 - $40.84 $116 - $122
3 Added 0.76%
399 $15,000
Q2 2023

Aug 07, 2023
SELL
$39.32 - $40.55 $5,819 - $6,001
-148 Reduced 27.21%
396 $16,000
Q4 2022

Jan 27, 2023
BUY
$36.07 - $39.57 $19,622 - $21,526
544 New
544 $20,000
Q2 2022

Aug 04, 2022
SELL
$38.3 - $43.06 $7,774 - $8,741
-203 Reduced 27.58%
533 $21,000
Q1 2022

Apr 20, 2022
BUY
$41.74 - $45.45 $876 - $954
21 Added 2.94%
736 $32,000
Q4 2021

Jan 21, 2022
BUY
$44.53 - $46.0 $26,094 - $26,956
586 Added 454.26%
715 $33,000
Q3 2021

Nov 09, 2021
BUY
$44.74 - $45.93 $5,771 - $5,924
129 New
129 $6,000

Others Institutions Holding AOM

# of Institutions
251
Shares Held
11.3M
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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