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 $160,163. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,460
Previous 3,755 7.86%
Holding current value
$160,163
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
284
Shares Held
12M
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
Track This Portfolio

Track Core Cap Advisors, LLC Portfolio

Follow Core Cap Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Cap Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Cap Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email