Consilium Wealth Advisory, LLC Ishares Tr Core Moderate Alloc Transaction History

Consilium Wealth Advisory, LLC

  • $181 Million
  • Q3 2024

A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 96,683 shares of AOM stock, worth $4.21 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
96,683
Previous 96,910 0.23%
Holding current value
$4.21 Million
Previous $4.17 Million 4.63%
% of portfolio
2.41%
Previous 2.29%

Shares

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

Oct 30, 2024
SELL
$42.66 - $45.18 $9,683 - $10,255
-227 Reduced 0.23%
96,683 $4.36 Million
Q2 2024

Aug 01, 2024
SELL
$41.17 - $43.25 $45,369 - $47,661
-1,102 Reduced 1.12%
96,910 $4.17 Million
Q1 2024

Apr 30, 2024
SELL
$40.86 - $42.78 $1.42 Million - $1.48 Million
-34,694 Reduced 26.14%
98,012 $4.19 Million
Q4 2023

Jan 10, 2024
BUY
$37.83 - $41.78 $952,710 - $1.05 Million
25,184 Added 23.42%
132,706 $5.51 Million
Q3 2023

Oct 10, 2023
BUY
$38.81 - $40.84 $640,015 - $673,492
16,491 Added 18.12%
107,522 $4.19 Million
Q2 2023

Jul 13, 2023
BUY
$39.32 - $40.55 $3.23 Million - $3.33 Million
82,239 Added 935.38%
91,031 $3.68 Million
Q4 2022

Feb 13, 2023
SELL
$36.07 - $39.57 $224,463 - $246,244
-6,223 Reduced 41.45%
8,792 $334,000
Q3 2022

Oct 12, 2022
BUY
$36.57 - $40.81 $549,098 - $612,762
15,015 New
15,015 $550,000
Q2 2022

Jul 12, 2022
SELL
$38.3 - $43.06 $254,733 - $286,392
-6,651 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$41.74 - $45.45 $52,425 - $57,085
1,256 Added 23.28%
6,651 $286,000
Q4 2021

Jan 26, 2022
BUY
$44.53 - $46.0 $240,239 - $248,170
5,395 New
5,395 $245,000

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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