Concurrent Investment Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,229 shares of AOM stock, worth $580,877. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,229
Holding current value
$580,877
% of portfolio
0.01%

Shares

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

Jul 25, 2025
BUY
$41.55 - $46.04 $508,114 - $563,023
12,229 New
12,229 $563 Million
Q4 2024

Feb 03, 2025
BUY
$43.44 - $45.05 $7,906 - $8,199
182 Added 3.34%
5,630 $245 Million
Q3 2024

Oct 30, 2024
BUY
$42.66 - $45.18 $27,131 - $28,734
636 Added 13.22%
5,448 $246 Million
Q2 2024

Jul 30, 2024
BUY
$41.17 - $43.25 $198,110 - $208,119
4,812 New
4,812 $207 Million

Others Institutions Holding AOM

# of Institutions
287
Shares Held
11.7M
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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