Geo Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Geo Wealth Management, LLC holds 28,090 shares of AOM stock, worth $1.23 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

28,090

Previous 26,562 5.75%

Holding current value

$1.23 Million

Previous $1.14 Million 10.95%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$42.66 - $45.18 $65,184 - $69,035	1,528 Added 5.75%	28,090 $1.27 Million
Q2 2024 Aug 12, 2024	BUY	$41.17 - $43.25 $27,254 - $28,631	662 Added 2.56%	26,562 $1.14 Million
Q1 2024 May 15, 2024	SELL	$40.86 - $42.78 $633,207 - $662,961	-15,497 Reduced 59.83%	10,403 $445,000
Q1 2024 May 15, 2024	BUY	$40.86 - $42.78 $1.06 Million - $1.11 Million	25,900 New	25,900 $1.11 Million
Q2 2023 Aug 10, 2023	BUY	$39.32 - $40.55 $1.18 Million - $1.22 Million	30,053 New	30,053 $1.21 Million
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $226,880 - $248,895	6,290 New	6,290 $239,000
Q2 2022 Aug 12, 2022	SELL	$38.3 - $43.06 $1.56 Million - $1.75 Million	-40,731 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$41.74 - $45.45 $6.85 Million - $7.45 Million	-164,004 Reduced 80.11%	40,731 $1.75 Million
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $9.12 Million - $9.42 Million	204,735 New	204,735 $9.31 Million

Others Institutions Holding AOM

# of Institutions

250

Shares Held

11.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

Geo Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History