Godshalk Welsh Capital Management, Inc. Ishares Tr Core Moderate Alloc Transaction History

Godshalk Welsh Capital Management, Inc.

  • $159 Million
  • Q2 2025

A detailed history of Godshalk Welsh Capital Management, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Godshalk Welsh Capital Management, Inc. holds 17,821 shares of AOM stock, worth $846,497. This represents 0.52% of its overall portfolio holdings.

Number of Shares
17,821
Previous 17,796 0.14%
Holding current value
$846,497
Previous $780,000 5.13%
% of portfolio
0.52%
Previous 0.52%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$41.55 - $46.04 $1,038 - $1,151
25 Added 0.14%
17,821 $820,000
Q1 2025

May 15, 2025
BUY
$42.93 - $44.71 $1,073 - $1,117
25 Added 0.14%
17,796 $780,000
Q4 2024

Feb 11, 2025
BUY
$43.44 - $45.05 $8,688 - $9,010
200 Added 1.14%
17,771 $771,000
Q3 2024

Nov 13, 2024
SELL
$42.66 - $45.18 $16,765 - $17,755
-393 Reduced 2.19%
17,571 $792,000
Q2 2024

Aug 12, 2024
BUY
$41.17 - $43.25 $2,223 - $2,335
54 Added 0.3%
17,964 $772,000
Q1 2024

May 15, 2024
BUY
$40.86 - $42.78 $6,537 - $6,844
160 Added 0.9%
17,910 $766,000
Q4 2023

Feb 09, 2024
SELL
$37.83 - $41.78 $177,611 - $196,157
-4,695 Reduced 20.92%
17,750 $736,000
Q3 2023

Nov 13, 2023
BUY
$38.81 - $40.84 $2,212 - $2,327
57 Added 0.25%
22,445 $873,000
Q2 2023

Aug 14, 2023
BUY
$39.32 - $40.55 $78,797 - $81,262
2,004 Added 9.83%
22,388 $904,000
Q1 2023

May 12, 2023
BUY
$38.2 - $40.45 $157,918 - $167,220
4,134 Added 25.44%
20,384 $812,000
Q4 2022

Feb 13, 2023
BUY
$36.07 - $39.57 $136,849 - $150,128
3,794 Added 30.46%
16,250 $617,000
Q3 2022

Nov 14, 2022
BUY
$36.57 - $40.81 $69,117 - $77,130
1,890 Added 17.89%
12,456 $456,000
Q2 2022

Aug 10, 2022
BUY
$38.3 - $43.06 $23,094 - $25,965
603 Added 6.05%
10,566 $412,000
Q1 2022

May 12, 2022
BUY
$41.74 - $45.45 $29,218 - $31,815
700 Added 7.56%
9,963 $428,000
Q4 2021

Feb 14, 2022
BUY
$44.53 - $46.0 $24,803 - $25,622
557 Added 6.4%
9,263 $421,000
Q3 2021

Nov 12, 2021
BUY
$44.74 - $45.93 $4,474 - $4,593
100 Added 1.16%
8,706 $389,000
Q2 2021

Aug 09, 2021
BUY
$43.8 - $45.14 $4,642 - $4,784
106 Added 1.25%
8,606 $389,000
Q1 2021

May 13, 2021
BUY
$42.87 - $44.08 $5,358 - $5,510
125 Added 1.49%
8,500 $370,000
Q4 2020

Feb 08, 2021
BUY
$40.42 - $43.32 $12,126 - $12,996
300 Added 3.72%
8,375 $362,000
Q3 2020

Nov 12, 2020
BUY
$39.91 - $42.11 $34,921 - $36,846
875 Added 12.15%
8,075 $331,000
Q2 2020

Aug 11, 2020
BUY
$35.99 - $40.49 $5,398 - $6,073
150 Added 2.13%
7,200 $287,000
Q4 2019

Feb 10, 2020
BUY
$38.71 - $40.3 $71,613 - $74,555
1,850 Added 35.58%
7,050 $283,000
Q3 2019

Nov 12, 2019
BUY
$38.32 - $39.31 $199,264 - $204,412
5,200 New
5,200 $204,000

Others Institutions Holding AOM

# of Institutions
288
Shares Held
11.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
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