Foundations Investment Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Foundations Investment Advisors, LLC

  • $3.86 Billion
  • Q2 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 273,153 shares of AOM stock, worth $12 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
273,153
Holding current value
$12 Million
% of portfolio
0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$41.17 - $43.25 $11.2 Million - $11.8 Million
273,153 New
273,153 $11.7 Million
Q4 2023

Feb 08, 2024
BUY
$37.83 - $41.78 $76,303 - $84,270
2,017 Added 11.46%
19,612 $814,000
Q3 2023

Oct 05, 2023
BUY
$38.81 - $40.84 $682,861 - $718,579
17,595 New
17,595 $684,000
Q3 2021

Oct 13, 2021
SELL
$44.74 - $45.93 $214,707 - $220,418
-4,799 Closed
0 $0
Q1 2021

Apr 09, 2021
BUY
$42.87 - $44.08 $205,733 - $211,539
4,799 New
4,799 $211,000
Q3 2020

Oct 07, 2020
SELL
$39.91 - $42.11 $205,137 - $216,445
-5,140 Closed
0 $0
Q2 2020

Jul 08, 2020
BUY
$35.99 - $40.49 $184,988 - $208,118
5,140 New
5,140 $205,000
Q3 2019

Oct 07, 2019
SELL
$38.32 - $39.31 $1.6 Million - $1.64 Million
-41,625 Closed
0 $0
Q2 2019

Jul 08, 2019
SELL
$37.75 - $39.08 $3,548 - $3,673
-94 Reduced 0.23%
41,625 $1.63 Million
Q1 2019

Apr 08, 2019
BUY
$35.53 - $38.06 $344,285 - $368,801
9,690 Added 30.25%
41,719 $1.59 Million
Q4 2018

Feb 11, 2019
BUY
$35.24 - $37.92 $777,605 - $836,742
22,066 Added 221.48%
32,029 $1.19 Million
Q3 2018

Nov 09, 2018
BUY
$37.2 - $38.08 $370,623 - $379,391
9,963 New
9,963 $377,000

Others Institutions Holding AOM

# of Institutions
255
Shares Held
10.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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