A detailed history of First Ascent Asset Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 11,277 shares of AOM stock, worth $498,217. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,277
Previous 11,118 1.43%
Holding current value
$498,217
Previous $433 Million 8.16%
% of portfolio
0.05%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024

BUY
$37.83 - $41.78 $6,014 - $6,643
159 Added 1.43%
11,277 $468 Million
Q3 2023

Nov 08, 2023

BUY
$38.81 - $40.84 $31,785 - $33,447
819 Added 7.95%
11,118 $433 Million
Q2 2023

Aug 01, 2023

BUY
$39.32 - $40.55 $69,045 - $71,205
1,756 Added 20.55%
10,299 $416 Million
Q1 2023

May 10, 2023

BUY
$38.2 - $40.45 $19,978 - $21,155
523 Added 6.52%
8,543 $341 Million
Q4 2022

Feb 06, 2023

BUY
$36.99 - $39.57 $70,096 - $74,985
1,895 Added 30.94%
8,020 $305 Million
Q3 2022

Oct 24, 2022

BUY
$37.23 - $40.81 $13,365 - $14,650
359 Added 6.23%
6,125 $0
Q2 2022

Jul 22, 2022

BUY
$38.3 - $43.06 $34,699 - $39,012
906 Added 18.64%
5,766 $225,000
Q1 2022

May 04, 2022

SELL
$41.74 - $45.45 $44,077 - $47,995
-1,056 Reduced 17.85%
4,860 $209,000
Q4 2021

Feb 11, 2022

SELL
$44.53 - $46.0 $370,044 - $382,260
-8,310 Reduced 58.41%
5,916 $269,000
Q3 2021

Nov 15, 2021

BUY
$44.74 - $45.93 $430,622 - $442,076
9,625 Added 209.19%
14,226 $636,000
Q2 2021

Aug 03, 2021

BUY
$43.8 - $45.14 $201,523 - $207,689
4,601 New
4,601 $207,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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