High Tower Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

High Tower Advisors, LLC

$68.3 Billion
Q3 2024

A detailed history of High Tower Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, High Tower Advisors, LLC holds 20,241 shares of AOM stock, worth $889,996. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,241

Previous 23,708 14.62%

Holding current value

$889,996

Previous $1.02 Million 10.4%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$42.66 - $45.18 $147,902 - $156,639	-3,467 Reduced 14.62%	20,241 $913,000
Q2 2024 Aug 13, 2024	BUY	$41.17 - $43.25 $384,527 - $403,955	9,340 Added 65.01%	23,708 $1.02 Million
Q1 2024 May 06, 2024	BUY	$40.86 - $42.78 $62,066 - $64,982	1,519 Added 11.82%	14,368 $614,000
Q4 2023 Feb 12, 2024	BUY	$37.83 - $41.78 $71,385 - $78,838	1,887 Added 17.21%	12,849 $533,000
Q3 2023 Nov 08, 2023	BUY	$38.81 - $40.84 $229,949 - $241,977	5,925 Added 117.63%	10,962 $426,000
Q2 2023 Aug 14, 2023	BUY	$39.32 - $40.55 $198,054 - $204,250	5,037 New	5,037 $203,000
Q2 2022 Aug 10, 2022	SELL	$38.3 - $43.06 $54,462 - $61,231	-1,422 Reduced 19.33%	5,935 $233,000
Q1 2022 May 12, 2022	BUY	$41.74 - $45.45 $307,081 - $334,375	7,357 New	7,357 $317,000
Q2 2021 Aug 06, 2021	SELL	$43.8 - $45.14 $656,781 - $676,874	-14,995 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$42.87 - $44.08 $355,092 - $365,114	8,283 Added 123.41%	14,995 $652,000
Q4 2020 Feb 10, 2021	BUY	$40.42 - $43.32 $12,004 - $12,866	297 Added 4.63%	6,712 $291,000
Q3 2020 Nov 13, 2020	BUY	$39.91 - $42.11 $439 - $463	11 Added 0.17%	6,415 $264,000
Q2 2020 Aug 10, 2020	SELL	$35.99 - $40.49 $1,259 - $1,417	-35 Reduced 0.54%	6,404 $256,000
Q1 2020 May 21, 2020	SELL	$34.02 - $40.94 $40,687 - $48,964	-1,196 Reduced 15.66%	6,439 $236,000
Q4 2019 Feb 14, 2020	SELL	$38.71 - $40.3 $193 - $201	-5 Reduced 0.07%	7,635 $307,000
Q3 2019 Nov 12, 2019	BUY	$38.32 - $39.31 $843 - $864	22 Added 0.29%	7,640 $302,000
Q2 2019 Aug 13, 2019	BUY	$37.75 - $39.08 $16,912 - $17,507	448 Added 6.25%	7,618 $300,000
Q1 2019 May 15, 2019	BUY	$35.53 - $38.06 $2,238 - $2,397	63 Added 0.89%	7,170 $276,000
Q4 2018 Feb 14, 2019	SELL	$35.24 - $37.92 $4,898 - $5,270	-139 Reduced 1.92%	7,107 $253,000
Q3 2018 Nov 09, 2018	BUY	$37.2 - $38.08 $3,162 - $3,236	85 Added 1.19%	7,246 $277,000
Q2 2018 Aug 14, 2018	BUY	$37.34 - $37.89 $2,203 - $2,235	59 Added 0.83%	7,161 $269,000
Q1 2018 May 15, 2018	BUY	$37.16 - $39.0 $9,810 - $10,296	264 Added 3.86%	7,102 $272,000
Q4 2017 Feb 14, 2018	BUY	$37.87 - $38.74 $11,588 - $11,854	306 Added 4.68%	6,838 $262,000
Q3 2017 Nov 14, 2017	SELL	$37.81 - $37.97 $64,201 - $64,473	-1,698 Reduced 20.63%	6,532 $249,000
Q2 2017 Aug 14, 2017	BUY	N/A	8,230	8,230 $308,000

Others Institutions Holding AOM

# of Institutions

253

Shares Held

11.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of High Tower Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Tower Advisors, LLC with notifications on news.

Account

High Tower Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History