Financial Advocates Investment Management Ishares Tr Core Moderate Alloc Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Financial Advocates Investment Management holds 60,874 shares of AOM stock, worth $2.65 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

60,874

Previous 60,888 0.02%

Holding current value

$2.65 Million

Previous $2.62 Million 4.89%

% of portfolio

0.15%

Previous 0.17%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$42.66 - $45.18 $597 - $632	-14 Reduced 0.02%	60,874 $2.75 Million
Q2 2024 Jul 26, 2024	BUY	$41.17 - $43.25 $42,405 - $44,547	1,030 Added 1.72%	60,888 $2.62 Million
Q1 2024 May 01, 2024	BUY	$40.86 - $42.78 $130,874 - $137,024	3,203 Added 5.65%	59,858 $2.56 Million
Q4 2023 Feb 08, 2024	SELL	$37.83 - $41.78 $1.52 Million - $1.68 Million	-40,124 Reduced 41.46%	56,655 $2.35 Million
Q3 2023 Oct 27, 2023	BUY	$38.81 - $40.84 $2.49 Million - $2.62 Million	64,068 Added 195.86%	96,779 $3.77 Million
Q2 2023 Aug 07, 2023	BUY	$39.32 - $40.55 $678,191 - $699,406	17,248 Added 111.54%	32,711 $1.32 Million
Q1 2023 May 11, 2023	SELL	$38.2 - $40.45 $323,172 - $342,207	-8,460 Reduced 35.36%	15,463 $616,000
Q4 2022 Feb 14, 2023	BUY	$36.07 - $39.57 $862,902 - $946,633	23,923 New	23,923 $909,000
Q2 2022 Aug 12, 2022	SELL	$38.3 - $43.06 $3.54 Million - $3.98 Million	-92,524 Reduced 93.76%	6,156 $240,000
Q1 2022 May 11, 2022	SELL	$41.74 - $45.45 $18,783 - $20,452	-450 Reduced 0.45%	98,680 $4.24 Million
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $66,572 - $68,770	1,495 Added 1.53%	99,130 $4.51 Million
Q3 2021 Nov 04, 2021	BUY	$44.74 - $45.93 $148,715 - $152,671	3,324 Added 3.52%	97,635 $4.37 Million
Q2 2021 Aug 03, 2021	BUY	$43.8 - $45.14 $1.07 Million - $1.1 Million	24,386 Added 34.87%	94,311 $4.25 Million
Q1 2021 May 10, 2021	BUY	$42.87 - $44.08 $1.43 Million - $1.47 Million	33,269 Added 90.76%	69,925 $3.11 Million
Q4 2020 Feb 12, 2021	BUY	$40.42 - $43.32 $443,043 - $474,830	10,961 Added 42.66%	36,656 $1.59 Million
Q3 2020 Nov 04, 2020	BUY	$39.91 - $42.11 $178,557 - $188,400	4,474 Added 21.08%	25,695 $2.02 Million
Q2 2020 Aug 14, 2020	BUY	$35.99 - $40.49 $120,602 - $135,681	3,351 Added 18.75%	21,221 $846,000
Q1 2020 Apr 29, 2020	SELL	$34.02 - $40.94 $9,525 - $11,463	-280 Reduced 1.54%	17,870 $656,000
Q4 2019 Feb 13, 2020	BUY	$38.71 - $40.3 $20,748 - $21,600	536 Added 3.04%	18,150 $729,000
Q3 2019 Nov 13, 2019	BUY	$38.32 - $39.31 $265,979 - $272,850	6,941 Added 65.03%	17,614 $692,000
Q2 2019 Aug 08, 2019	SELL	$37.75 - $39.08 $71,913 - $74,447	-1,905 Reduced 15.15%	10,673 $416,000
Q1 2019 May 16, 2019	SELL	$35.53 - $38.06 $959 - $1,027	-27 Reduced 0.21%	12,578 $479,000
Q4 2018 Feb 14, 2019	SELL	$35.24 - $37.92 $61,670 - $66,360	-1,750 Reduced 12.19%	12,605 $449,000
Q3 2018 Nov 14, 2018	SELL	$37.2 - $38.08 $3,422 - $3,503	-92 Reduced 0.64%	14,355 $0
Q2 2018 Aug 09, 2018	BUY	$37.34 - $37.89 $30,842 - $31,297	826 Added 6.06%	14,447 $541,000
Q1 2018 May 11, 2018	SELL	$37.16 - $39.0 $6,651 - $6,981	-179 Reduced 1.3%	13,621 $514,000
Q4 2017 Feb 15, 2018	BUY	$37.87 - $38.74 $522,605 - $534,612	13,800	13,800 $525,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Financial Advocates Investment Management Ishares Tr Core Moderate Alloc Transaction History