Global Financial Private Client, LLC Ishares Tr Core Moderate Alloc Transaction History

Global Financial Private Client, LLC

$257 Billion
Q3 2024

A detailed history of Global Financial Private Client, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Global Financial Private Client, LLC holds 18,368 shares of AOM stock, worth $811,865. This represents 0.32% of its overall portfolio holdings.

Number of Shares

18,368

Previous 18,313 0.3%

Holding current value

$811,865

Previous $788 Million 5.2%

% of portfolio

0.32%

Previous 0.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$42.66 - $45.18 $2,346 - $2,484	55 Added 0.3%	18,368 $829 Million
Q2 2024 Jul 29, 2024	BUY	$41.17 - $43.25 $15,356 - $16,132	373 Added 2.08%	18,313 $788 Million
Q1 2024 May 15, 2024	BUY	$40.86 - $42.78 $17,365 - $18,181	425 Added 2.43%	17,940 $764 Million
Q4 2023 May 15, 2024	BUY	$37.83 - $41.78 $15,510 - $17,129	410 Added 2.4%	17,515 $727 Million
Q3 2023 May 15, 2024	BUY	$38.81 - $40.84 $14,010 - $14,743	361 Added 2.16%	17,105 $662 Million
Q2 2023 May 15, 2024	BUY	$39.32 - $40.55 $16,475 - $16,990	419 Added 2.57%	16,744 $678 Million
Q1 2023 May 15, 2024	BUY	$38.2 - $40.45 $14,248 - $15,087	373 Added 2.34%	16,325 $654 Million
Q4 2022 May 15, 2024	BUY	$36.07 - $39.57 $15,113 - $16,579	419 Added 2.7%	15,952 $606 Million
Q3 2022 May 15, 2024	BUY	$36.57 - $40.81 $16,529 - $18,446	452 Added 3.0%	15,533 $576 Million
Q2 2022 May 15, 2024	BUY	$38.3 - $43.06 $17,464 - $19,635	456 Added 3.12%	15,081 $592 Million
Q1 2022 May 15, 2024	BUY	$41.74 - $45.45 $12,730 - $13,862	305 Added 2.13%	14,625 $629 Million
Q4 2021 May 15, 2024	BUY	$44.53 - $46.0 $18,836 - $19,458	423 Added 3.04%	14,320 $651 Million
Q3 2021 May 15, 2024	BUY	$44.74 - $45.93 $18,209 - $18,693	407 Added 3.02%	13,897 $623 Million
Q2 2021 May 15, 2024	BUY	$43.8 - $45.14 $590,862 - $608,938	13,490 New	13,490 $608 Million
Q1 2021 May 15, 2024	SELL	$42.87 - $44.08 $2,186 - $2,248	-51 Closed	0 $0
Q4 2019 May 15, 2024	BUY	$38.71 - $40.3 $1,974 - $2,055	51 New	51 $2.05 Million

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Global Financial Private Client, LLC Ishares Tr Core Moderate Alloc Transaction History