Fin Trust Capital Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Fin Trust Capital Advisors, LLC

$577 Million
Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 13,681 shares of AOM stock, worth $601,690. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,681

Previous 17,712 22.76%

Holding current value

$601,690

Previous $761,000 18.92%

% of portfolio

0.11%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$42.66 - $45.18 $171,962 - $182,120	-4,031 Reduced 22.76%	13,681 $617,000
Q2 2024 Jul 24, 2024	SELL	$41.17 - $43.25 $64,966 - $68,248	-1,578 Reduced 8.18%	17,712 $761,000
Q1 2024 May 02, 2024	BUY	$40.86 - $42.78 $42,903 - $44,919	1,050 Added 5.76%	19,290 $825,000
Q4 2023 Feb 13, 2024	SELL	$37.83 - $41.78 $368,615 - $407,104	-9,744 Reduced 34.82%	18,240 $757,000
Q3 2023 Oct 24, 2023	BUY	$38.81 - $40.84 $376,068 - $395,739	9,690 Added 52.97%	27,984 $1.09 Million
Q4 2022 Feb 14, 2023	BUY	$36.07 - $39.57 $644,498 - $707,036	17,868 Added 4194.37%	18,294 $695,000
Q3 2022 Oct 20, 2022	BUY	$36.57 - $40.81 $14,920 - $16,650	408 Added 2266.67%	426 $16,000
Q1 2022 May 03, 2022	SELL	$41.74 - $45.45 $960 - $1,045	-23 Reduced 56.1%	18 $1,000
Q3 2021 Nov 16, 2021	SELL	$44.74 - $45.93 $2,997 - $3,077	-67 Reduced 62.04%	41 $2,000
Q1 2021 May 17, 2021	BUY	$42.87 - $44.08 $128 - $132	3 Added 2.86%	108 $5,000
Q4 2020 Feb 16, 2021	SELL	$40.42 - $43.32 $16,491 - $17,674	-408 Reduced 79.53%	105 $5,000
Q3 2020 Nov 10, 2020	BUY	$39.91 - $42.11 $4,190 - $4,421	105 Added 25.74%	513 $21,000
Q2 2020 Sep 11, 2020	BUY	$35.99 - $40.49 $14,683 - $16,519	408 New	408 $16,000

Others Institutions Holding AOM

# of Institutions

254

Shares Held

11.5M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Fin Trust Capital Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History