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

Core Cap Advisors, LLC

$2.64 Billion
Q3 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 4,040 shares of AOM stock, worth $191,900. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,040

Previous 3,783 6.79%

Holding current value

$191,900

Previous $174,000 10.34%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$45.4 - $47.61 $11,667 - $12,235	257 Added 6.79%	4,040 $192,000
Q2 2025 Aug 14, 2025	BUY	$41.55 - $46.04 $13,420 - $14,870	323 Added 9.34%	3,783 $174,000
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

287

Shares Held

11.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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