Founders Financial Alliance, LLC Ishares Tr Core Moderate Alloc Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 2,995 shares of AOM stock, worth $130,552. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,995

Previous 3,127 4.22%

Holding current value

$130,552

Previous $134,000 0.75%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$42.66 - $45.18 $5,631 - $5,963	-132 Reduced 4.22%	2,995 $135,000
Q2 2024 Aug 23, 2024	SELL	$41.17 - $43.25 $14,903 - $15,656	-362 Reduced 10.38%	3,127 $134,000
Q1 2024 May 14, 2024	SELL	$40.86 - $42.78 $95,980 - $100,490	-2,349 Reduced 40.24%	3,489 $149,000
Q4 2022 Feb 15, 2023	SELL	$36.07 - $39.57 $36,070 - $39,570	-1,000 Reduced 14.62%	5,838 $221,000
Q4 2021 Feb 14, 2022	SELL	$44.53 - $46.0 $15,585 - $16,100	-350 Reduced 4.87%	6,838 $311,000
Q2 2021 Aug 02, 2021	BUY	$43.8 - $45.14 $15,329 - $15,799	350 Added 5.12%	7,188 $325,000
Q1 2021 May 14, 2021	BUY	$42.87 - $44.08 $2,786 - $2,865	65 Added 0.96%	6,838 $302,000
Q3 2020 Nov 13, 2020	BUY	$39.91 - $42.11 $270,310 - $285,211	6,773 New	6,773 $278,000

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

Ticker AOM
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Founders Financial Alliance, LLC Ishares Tr Core Moderate Alloc Transaction History