A detailed history of Ellenbecker Investment Group transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Ellenbecker Investment Group holds 39,568 shares of AOM stock, worth $1.72 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
39,568
Previous 37,962 4.23%
Holding current value
$1.72 Million
Previous $1.63 Million 9.31%
% of portfolio
0.34%
Previous 0.33%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$42.66 - $45.18 $68,511 - $72,559
1,606 Added 4.23%
39,568 $1.78 Million
Q2 2024

Jul 11, 2024

BUY
$41.17 - $43.25 $437,266 - $459,358
10,621 Added 38.85%
37,962 $1.63 Million
Q1 2024

Apr 09, 2024

BUY
$40.86 - $42.78 $109,177 - $114,308
2,672 Added 10.83%
27,341 $1.17 Million
Q4 2023

Feb 01, 2024

BUY
$37.83 - $41.78 $260,156 - $287,321
6,877 Added 38.65%
24,669 $1.02 Million
Q3 2023

Oct 17, 2023

BUY
$38.81 - $40.84 $189,470 - $199,380
4,882 Added 37.82%
17,792 $692,000
Q2 2023

Jul 31, 2023

BUY
$39.32 - $40.55 $825 - $851
21 Added 0.16%
12,910 $521,000
Q1 2023

Apr 18, 2023

BUY
$38.2 - $40.45 $24,066 - $25,483
630 Added 5.14%
12,889 $513,000
Q4 2022

Jan 11, 2023

SELL
$36.07 - $39.57 $133,098 - $146,013
-3,690 Reduced 23.14%
12,259 $465,000
Q3 2022

Oct 17, 2022

BUY
$36.57 - $40.81 $5,412 - $6,039
148 Added 0.94%
15,949 $583,000
Q2 2022

Jul 05, 2022

BUY
$38.3 - $43.06 $80,200 - $90,167
2,094 Added 15.28%
15,801 $615,000
Q1 2022

Apr 13, 2022

BUY
$41.74 - $45.45 $96,795 - $105,398
2,319 Added 20.36%
13,707 $589,000
Q4 2021

Jan 04, 2022

BUY
$44.53 - $46.0 $507,107 - $523,848
11,388 New
11,388 $517,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Ellenbecker Investment Group Portfolio

Follow Ellenbecker Investment Group 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 Ellenbecker Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Ellenbecker Investment Group with notifications on news.