Creative Financial Designs Inc Ishares Tr Core Moderate Alloc Transaction History

Creative Financial Designs Inc

$1.2 Billion
Q4 2024

A detailed history of Creative Financial Designs Inc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Creative Financial Designs Inc holds 70 shares of AOM stock, worth $3,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 119 41.18%

Holding current value

$3,101

Previous $5,000 40.0%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$43.44 - $45.05 $2,128 - $2,207	-49 Reduced 41.18%	70 $3,000
Q3 2024 Oct 28, 2024	BUY	$42.66 - $45.18 $42 - $45	1 Added 0.85%	119 $5,000
Q2 2024 Aug 06, 2024	SELL	$41.17 - $43.25 $3,787 - $3,979	-92 Reduced 43.81%	118 $5,000
Q4 2023 Jan 10, 2024	BUY	$37.83 - $41.78 $113 - $125	3 Added 1.45%	210 $8,000
Q3 2023 Nov 14, 2023	SELL	$38.81 - $40.84 $6,481 - $6,820	-167 Reduced 44.65%	207 $8,000
Q2 2023 Jul 26, 2023	SELL	$39.32 - $40.55 $2,123 - $2,189	-54 Reduced 12.62%	374 $15,000
Q1 2023 Apr 25, 2023	BUY	$38.2 - $40.45 $6,341 - $6,714	166 Added 63.36%	428 $17,000
Q4 2022 Feb 01, 2023	SELL	$36.07 - $39.57 $23,409 - $25,680	-649 Reduced 71.24%	262 $9,000
Q3 2022 Nov 01, 2022	BUY	$36.57 - $40.81 $36 - $40	1 Added 0.11%	911 $33,000
Q2 2022 Aug 01, 2022	BUY	$38.3 - $43.06 $38 - $43	1 Added 0.11%	910 $35,000
Q1 2022 Apr 15, 2022	SELL	$41.74 - $45.45 $22,247 - $24,224	-533 Reduced 36.96%	909 $39,000
Q4 2021 Jan 26, 2022	BUY	$44.53 - $46.0 $6,234 - $6,440	140 Added 10.75%	1,442 $66,000
Q3 2021 Oct 08, 2021	SELL	$44.74 - $45.93 $4,026 - $4,133	-90 Reduced 6.47%	1,302 $58,000
Q2 2021 Jul 27, 2021	SELL	$43.8 - $45.14 $2.99 Million - $3.08 Million	-68,302 Reduced 98.0%	1,392 $63,000
Q1 2021 Apr 19, 2021	BUY	$42.87 - $44.08 $2.94 Million - $3.02 Million	68,524 Added 5856.75%	69,694 $3.04 Million
Q4 2020 Jan 08, 2021	BUY	$40.42 - $43.32 $242 - $259	6 Added 0.52%	1,170 $51,000
Q3 2020 Oct 06, 2020	SELL	$39.91 - $42.11 $94,985 - $100,221	-2,380 Reduced 67.16%	1,164 $48,000
Q2 2020 Jul 23, 2020	BUY	$35.99 - $40.49 $120,962 - $136,086	3,361 Added 1836.61%	3,544 $141,000
Q4 2019 Jan 17, 2020	SELL	$38.71 - $40.3 $15,716 - $16,361	-406 Reduced 68.93%	183 $7,000
Q3 2019 Oct 23, 2019	BUY	$38.32 - $39.31 $15,557 - $15,959	406 Added 221.86%	589 $23,000
Q1 2019 Apr 23, 2019	SELL	$35.53 - $38.06 $73,724 - $78,974	-2,075 Reduced 91.9%	183 $7,000
Q4 2018 Jan 24, 2019	SELL	$35.24 - $37.92 $123,516 - $132,909	-3,505 Reduced 60.82%	2,258 $81,000
Q2 2018 Jul 13, 2018	BUY	$37.34 - $37.89 $19,790 - $20,081	530 Added 10.13%	5,763 $216,000
Q1 2018 May 02, 2018	BUY	$37.16 - $39.0 $24,971 - $26,208	672 Added 14.73%	5,233 $198,000
Q4 2017 May 02, 2018	BUY	$37.87 - $38.74 $9,467 - $9,685	250 Added 5.8%	4,561 $173,000
Q2 2017 May 02, 2018	BUY	N/A	2,401 Added 125.71%	4,311 $161,000
Q1 2017 May 02, 2018	BUY	N/A	1,910	1,910 $69,000

Others Institutions Holding AOM

# of Institutions

269

Shares Held

12.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Creative Financial Designs Inc Ishares Tr Core Moderate Alloc Transaction History