Core Cap Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Core Cap Advisors, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Core Cap Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Core Cap Advisors, LLC holds 3,460 shares of AOM stock, worth $154,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,460
Previous 3,755 7.86%
Holding current value
$154,246
Previous $163,000 7.36%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$42.93 - $44.71 $12,664 - $13,189
-295 Reduced 7.86%
3,460 $151,000
Q4 2024

Feb 14, 2025
BUY
$43.44 - $45.05 $28,279 - $29,327
651 Added 20.97%
3,755 $163,000
Q3 2024

Nov 08, 2024
BUY
$42.66 - $45.18 $132,416 - $140,238
3,104 New
3,104 $140,000
Q1 2024

Aug 08, 2024
BUY
$40.86 - $42.78 $75,223 - $78,757
1,841 New
1,841 $78,000
Q4 2022

Feb 10, 2023
BUY
$36.07 - $39.57 $47,432 - $52,034
1,315 New
1,315 $49,000

Others Institutions Holding AOM

# of Institutions
283
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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