Heirloom Wealth Management Ishares Tr Core Moderate Alloc Transaction History

Heirloom Wealth Management

$358 Million
Q2 2025

A detailed history of Heirloom Wealth Management transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Heirloom Wealth Management holds 9,528 shares of AOM stock, worth $439,717. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,528

Previous 8,547 11.48%

Holding current value

$439,717

Previous $375,000 16.8%

% of portfolio

0.12%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$41.55 - $46.04 $40,760 - $45,165	981 Added 11.48%	9,528 $438,000
Q1 2025 Apr 24, 2025	SELL	$42.93 - $44.71 $141,797 - $147,677	-3,303 Reduced 27.87%	8,547 $375,000
Q4 2024 Jan 22, 2025	BUY	$43.44 - $45.05 $169,850 - $176,145	3,910 Added 49.24%	11,850 $514,000
Q3 2024 Oct 16, 2024	SELL	$42.66 - $45.18 $18,813 - $19,924	-441 Reduced 5.26%	7,940 $358,000
Q2 2024 Jul 31, 2024	SELL	$41.17 - $43.25 $63,648 - $66,864	-1,546 Reduced 15.57%	8,381 $360,000
Q1 2024 Apr 24, 2024	SELL	$40.86 - $42.78 $26,395 - $27,635	-646 Reduced 6.11%	9,927 $424,000
Q4 2023 Jan 31, 2024	BUY	$37.83 - $41.78 $42,218 - $46,626	1,116 Added 11.8%	10,573 $438,000
Q3 2023 Oct 23, 2023	SELL	$38.81 - $40.84 $32,794 - $34,509	-845 Reduced 8.2%	9,457 $368,000
Q2 2023 Aug 08, 2023	SELL	$39.32 - $40.55 $57,603 - $59,405	-1,465 Reduced 12.45%	10,302 $416,000
Q1 2023 Apr 27, 2023	BUY	$38.2 - $40.45 $167,507 - $177,373	4,385 Added 59.4%	11,767 $469,000
Q4 2022 Feb 01, 2023	BUY	$36.07 - $39.57 $266,268 - $292,105	7,382 New	7,382 $280,000

Others Institutions Holding AOM

# of Institutions

284

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
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Heirloom Wealth Management Ishares Tr Core Moderate Alloc Transaction History