Fiduciary Financial Group, LLC Ishares Tr Core Moderate Alloc Transaction History

Fiduciary Financial Group, LLC

$633 Billion
Q3 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 5,023 shares of AOM stock, worth $236,081. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,023

Previous 4,914 2.22%

Holding current value

$236,081

Previous $226 Million 5.75%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$45.4 - $47.61 $4,948 - $5,189	109 Added 2.22%	5,023 $239 Million
Q2 2025 Jul 02, 2025	BUY	$41.55 - $46.04 $1,080 - $1,197	26 Added 0.53%	4,914 $226 Million
Q1 2025 Apr 14, 2025	BUY	$42.93 - $44.71 $944 - $983	22 Added 0.45%	4,888 $206 Million
Q4 2024 Jan 13, 2025	SELL	$43.44 - $45.05 $12,945 - $13,424	-298 Reduced 5.77%	4,866 $209 Million
Q3 2024 Oct 09, 2024	BUY	$42.66 - $45.18 $23,932 - $25,345	561 Added 12.19%	5,164 $230 Million
Q2 2024 Jul 17, 2024	BUY	$41.17 - $43.25 $189,505 - $199,079	4,603 New	4,603 $201 Million

Others Institutions Holding AOM

# of Institutions

290

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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Fiduciary Financial Group, LLC Ishares Tr Core Moderate Alloc Transaction History