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

Founders Financial Alliance, LLC

  • $356 Million
  • Q4 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 1,961 shares of AOM stock, worth $85,460. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,961
Previous 2,995 34.52%
Holding current value
$85,460
Previous $135,000 37.04%
% of portfolio
0.02%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$43.44 - $45.05 $44,916 - $46,581
-1,034 Reduced 34.52%
1,961 $85,000
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
277
Shares Held
14.1M
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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