A detailed history of Financial Enhancement Group LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Financial Enhancement Group LLC holds 20,844 shares of AOM stock, worth $908,589. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,844
Previous 59,886 65.19%
Holding current value
$908,589
Previous $2.58 Million 63.5%
% of portfolio
0.17%
Previous 0.42%

Shares

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

Oct 31, 2024

SELL
$42.66 - $45.18 $1.67 Million - $1.76 Million
-39,042 Reduced 65.19%
20,844 $940,000
Q2 2024

Aug 02, 2024

BUY
$41.17 - $43.25 $1.46 Million - $1.54 Million
35,570 Added 146.28%
59,886 $2.58 Million
Q1 2024

Apr 15, 2024

BUY
$40.86 - $42.78 $480,717 - $503,306
11,765 Added 93.74%
24,316 $1.04 Million
Q4 2023

Jan 18, 2024

BUY
$37.83 - $41.78 $474,804 - $524,380
12,551 New
12,551 $520,000
Q2 2023

Aug 10, 2023

SELL
$39.32 - $40.55 $182,405 - $188,111
-4,639 Reduced 22.26%
16,205 $654,000
Q1 2023

May 17, 2023

BUY
$38.2 - $40.45 $796,240 - $843,139
20,844 New
20,844 $830,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


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

Track Financial Enhancement Group LLC Portfolio

Follow Financial Enhancement Group LLC 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 Financial Enhancement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Enhancement Group LLC with notifications on news.