Harbour Investments, Inc. Ishares Tr Core Moderate Alloc Transaction History

Harbour Investments, Inc.

$3.26 Billion
Q4 2024

A detailed history of Harbour Investments, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Harbour Investments, Inc. holds 26,793 shares of AOM stock, worth $1.19 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

26,793

Previous 27,888 3.93%

Holding current value

$1.19 Million

Previous $1.26 Million 7.55%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$43.44 - $45.05 $47,566 - $49,329	-1,095 Reduced 3.93%	26,793 $1.16 Million
Q3 2024 Nov 04, 2024	SELL	$42.66 - $45.18 $69,407 - $73,507	-1,627 Reduced 5.51%	27,888 $1.26 Million
Q2 2024 Jul 26, 2024	SELL	$41.17 - $43.25 $5,393 - $5,665	-131 Reduced 0.44%	29,515 $1.27 Million
Q1 2024 Jul 22, 2024	BUY	$40.86 - $42.78 $163 - $171	4 Added 0.01%	29,646 $1.27 Million
Q4 2023 Feb 16, 2024	BUY	$37.83 - $41.78 $121,320 - $133,988	3,207 Added 12.13%	29,642 $1.23 Million
Q3 2023 Nov 15, 2023	SELL	$38.81 - $40.84 $1,474 - $1,551	-38 Reduced 0.14%	26,435 $1.03 Million
Q2 2023 Aug 14, 2023	SELL	$39.32 - $40.55 $18,912 - $19,504	-481 Reduced 1.78%	26,473 $1.07 Million
Q1 2023 May 15, 2023	BUY	$38.2 - $40.45 $249,980 - $264,704	6,544 Added 32.06%	26,954 $1.07 Million
Q4 2022 Feb 15, 2023	SELL	$36.07 - $39.57 $73,727 - $80,881	-2,044 Reduced 9.1%	20,410 $775,000
Q2 2022 Aug 15, 2022	SELL	$38.3 - $43.06 $89,239 - $100,329	-2,330 Reduced 9.4%	22,454 $875,000
Q4 2021 Feb 16, 2022	SELL	$44.53 - $46.0 $348,491 - $359,996	-7,826 Reduced 24.0%	24,784 $1.13 Million
Q3 2021 Nov 15, 2021	BUY	$44.74 - $45.93 $50,958 - $52,314	1,139 Added 3.62%	32,610 $1.46 Million
Q2 2021 Aug 16, 2021	SELL	$43.8 - $45.14 $1,226 - $1,263	-28 Reduced 0.09%	31,471 $1.42 Million
Q1 2021 Aug 17, 2021	BUY	$42.87 - $44.08 $1.35 Million - $1.39 Million	31,499 New	31,499 $1.37 Million

Others Institutions Holding AOM

# of Institutions

274

Shares Held

14.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Harbour Investments, Inc. Ishares Tr Core Moderate Alloc Transaction History