Creative Planning Ishares Tr Core Moderate Alloc Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Creative Planning holds 6,202 shares of AOM stock, worth $287,090. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,202

Previous 4,944 25.44%

Holding current value

$287,090

Previous $216,000 31.94%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$41.55 - $46.04 $52,269 - $57,918	1,258 Added 25.44%	6,202 $285,000
Q1 2025 May 15, 2025	SELL	$42.93 - $44.71 $15,368 - $16,006	-358 Reduced 6.75%	4,944 $216,000
Q4 2024 Feb 14, 2025	SELL	$43.44 - $45.05 $68,722 - $71,269	-1,582 Reduced 22.98%	5,302 $230,000
Q3 2024 Oct 11, 2024	BUY	$42.66 - $45.18 $293,671 - $311,019	6,884 New	6,884 $310,000
Q1 2019 Apr 24, 2019	SELL	$35.53 - $38.06 $326,627 - $349,885	-9,193 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	$35.24 - $37.92 $323,961 - $348,598	9,193 New	9,193 $328,000

Others Institutions Holding AOM

# of Institutions

284

Shares Held

12M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

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Creative Planning Ishares Tr Core Moderate Alloc Transaction History