Cx Institutional Ishares Tr Core Moderate Alloc Transaction History

Cx Institutional

$2.65 Billion
Q1 2025

A detailed history of Cx Institutional transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Cx Institutional holds 234 shares of AOM stock, worth $10,033. This represents 0.0% of its overall portfolio holdings.

Number of Shares

234

Holding current value

$10,033

% of portfolio

0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$42.93 - $44.71 $10,045 - $10,462	234 New	234 $10,000
Q2 2023 Jul 26, 2023	SELL	$39.32 - $40.55 $65,782 - $67,840	-1,673 Reduced 14.37%	9,972 $402,000
Q1 2023 May 04, 2023	SELL	$38.2 - $40.45 $21,010 - $22,247	-550 Reduced 4.51%	11,645 $464,000
Q4 2022 Feb 03, 2023	SELL	$36.07 - $39.57 $61,174 - $67,110	-1,696 Reduced 12.21%	12,195 $463,000
Q3 2022 Nov 04, 2022	BUY	$36.57 - $40.81 $49,186 - $54,889	1,345 Added 10.72%	13,891 $509,000
Q2 2022 Aug 02, 2022	SELL	$38.3 - $43.06 $31,405 - $35,309	-820 Reduced 6.13%	12,546 $489,000
Q1 2022 May 09, 2022	SELL	$41.74 - $45.45 $32,098 - $34,951	-769 Reduced 5.44%	13,366 $574,000
Q4 2021 Jan 18, 2022	SELL	$44.53 - $46.0 $14,472 - $14,950	-325 Reduced 2.25%	14,135 $643,000
Q3 2021 Nov 10, 2021	BUY	$44.74 - $45.93 $19,640 - $20,163	439 Added 3.13%	14,460 $647,000
Q2 2021 Aug 04, 2021	SELL	$43.8 - $45.14 $35,959 - $37,059	-821 Reduced 5.53%	14,021 $632,000
Q1 2021 Apr 15, 2021	BUY	$42.87 - $44.08 $8,231 - $8,463	192 Added 1.31%	14,842 $647,000
Q4 2020 Jan 12, 2021	BUY	$40.42 - $43.32 $137,589 - $147,461	3,404 Added 30.27%	14,650 $633,000
Q3 2020 Oct 13, 2020	SELL	$39.91 - $42.11 $5,587 - $5,895	-140 Reduced 1.23%	11,246 $462,000
Q2 2020 Aug 06, 2020	BUY	$35.99 - $40.49 $47,254 - $53,163	1,313 Added 13.03%	11,386 $454,000
Q1 2020 Apr 29, 2020	BUY	$34.02 - $40.94 $48,648 - $58,544	1,430 Added 16.55%	10,073 $370,000
Q4 2019 Jan 21, 2020	SELL	$38.71 - $40.3 $4,761 - $4,956	-123 Reduced 1.4%	8,643 $347,000
Q3 2019 Oct 10, 2019	BUY	$38.32 - $39.31 $58,246 - $59,751	1,520 Added 20.98%	8,766 $344,000
Q2 2019 Jul 17, 2019	BUY	$37.75 - $39.08 $59,796 - $61,902	1,584 Added 27.98%	7,246 $283,000
Q1 2019 Apr 03, 2019	BUY	$35.53 - $38.06 $26,754 - $28,659	753 Added 15.34%	5,662 $215,000
Q4 2018 Jan 14, 2019	SELL	$35.24 - $37.92 $26,007 - $27,984	-738 Reduced 13.07%	4,909 $175,000
Q3 2018 Oct 09, 2018	SELL	$37.2 - $38.08 $23,994 - $24,561	-645 Reduced 10.25%	5,647 $214,000
Q2 2018 Jul 12, 2018	BUY	$37.34 - $37.89 $234,943 - $238,403	6,292 New	6,292 $236,000

Others Institutions Holding AOM

# of Institutions

278

Shares Held

13.9M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$117 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$47.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

969K
Shares

$41.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

950K
Shares

$40.7 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

735K
Shares

$31.5 Million
0.01% of portfolio

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.

Account