A detailed history of Gwn Securities Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Gwn Securities Inc. holds 16,939 shares of AOM stock, worth $758,528. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,939
Previous 8,533 98.51%
Holding current value
$758,528
Previous $371 Million 100.38%
% of portfolio
0.04%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$42.93 - $44.71 $360,869 - $375,832
8,406 Added 98.51%
16,939 $743 Million
Q4 2024

Feb 10, 2025

BUY
$43.44 - $45.05 $370,673 - $384,411
8,533 New
8,533 $371 Million

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Gwn Securities Inc. Portfolio

Follow Gwn Securities Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gwn Securities Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gwn Securities Inc. with notifications on news.