Ifp Advisors, Inc Ishares Tr Core Moderate Alloc Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Ifp Advisors, Inc holds 411 shares of AOM stock, worth $18,404. This represents 0.0% of its overall portfolio holdings.

Number of Shares

411

Previous 411 -0.0%

Holding current value

$18,404

Previous $17,000 5.88%

% of portfolio

0.0%

Previous 0.0%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$41.17 - $43.25 $10,292 - $10,812	250 Added 155.28%	411 $17,000
Q1 2024 Jul 30, 2024	SELL	$40.86 - $42.78 $3,064 - $3,208	-75 Reduced 31.78%	161 $6,000
Q4 2023 Jan 09, 2024	SELL	$37.83 - $41.78 $587,651 - $649,010	-15,534 Reduced 98.5%	236 $9,000
Q3 2023 Oct 12, 2023	SELL	$38.81 - $40.84 $25,304 - $26,627	-652 Reduced 3.97%	15,770 $613,000
Q2 2023 Aug 04, 2023	BUY	$39.32 - $40.55 $144,579 - $149,102	3,677 Added 28.85%	16,422 $663,000
Q1 2023 Apr 18, 2023	SELL	$38.2 - $40.45 $82,703 - $87,574	-2,165 Reduced 14.52%	12,745 $508,000
Q4 2022 Feb 07, 2023	SELL	$36.07 - $39.57 $25,753 - $28,252	-714 Reduced 4.57%	14,910 $567,000
Q3 2022 Nov 08, 2022	BUY	$36.57 - $40.81 $63,595 - $70,968	1,739 Added 12.52%	15,624 $595,000
Q2 2022 Sep 06, 2022	BUY	$38.3 - $43.06 $531,795 - $597,888	13,885 New	13,885 $527,000
Q2 2022 Aug 12, 2022	SELL	$38.3 - $43.06 $531,795 - $597,888	-13,885 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$41.74 - $45.45 $93,915 - $102,262	2,250 Added 19.34%	13,885 $596,000
Q1 2022 Aug 08, 2022	BUY	$41.74 - $45.45 $5,885 - $6,408	141 Added 1.23%	11,635 $499,000
Q4 2021 Jan 12, 2022	BUY	$44.53 - $46.0 $87,813 - $90,712	1,972 Added 20.71%	11,494 $524,000
Q3 2021 Oct 06, 2021	SELL	$44.74 - $45.93 $321,456 - $330,007	-7,185 Reduced 43.01%	9,522 $427,000
Q2 2021 Jul 13, 2021	BUY	$43.8 - $45.14 $375,234 - $386,714	8,567 Added 105.25%	16,707 $752,000
Q1 2021 Apr 30, 2021	BUY	$42.87 - $44.08 $64,605 - $66,428	1,507 Added 22.72%	8,140 $354,000
Q4 2020 Jan 25, 2021	BUY	$40.42 - $43.32 $23,403 - $25,082	579 Added 9.56%	6,633 $285,000
Q3 2020 Oct 29, 2020	BUY	$39.91 - $42.11 $21,671 - $22,865	543 Added 9.85%	6,054 $249,000
Q2 2020 Aug 05, 2020	BUY	$35.99 - $40.49 $64,386 - $72,436	1,789 Added 48.07%	5,511 $219,000
Q1 2020 May 12, 2020	BUY	$34.02 - $40.94 $9,049 - $10,890	266 Added 7.7%	3,722 $139,000
Q4 2019 Jan 17, 2020	SELL	$38.71 - $40.3 $46,142 - $48,037	-1,192 Reduced 25.65%	3,456 $137,000
Q3 2019 Nov 07, 2019	BUY	$38.32 - $39.31 $17,665 - $18,121	461 Added 11.01%	4,648 $182,000
Q1 2019 May 15, 2019	SELL	$35.53 - $38.06 $196,587 - $210,585	-5,533 Reduced 56.92%	4,187 $161,000
Q4 2018 Jan 23, 2019	SELL	$35.24 - $37.92 $115,199 - $123,960	-3,269 Reduced 25.17%	9,720 $346,000
Q3 2018 Oct 25, 2018	BUY	$37.2 - $38.08 $5,654 - $5,788	152 Added 1.18%	12,989 $0
Q2 2018 Aug 07, 2018	SELL	$37.34 - $37.89 $40,252 - $40,845	-1,078 Reduced 7.75%	12,837 $0
Q1 2018 Jun 03, 2019	BUY	$37.16 - $39.0 $89,109 - $93,522	2,398 Added 20.82%	13,915 $529,000
Q1 2018 May 09, 2018	SELL	$37.16 - $39.0 $89,109 - $93,522	-2,398 Reduced 17.23%	11,517 $0
Q4 2017 Jan 24, 2018	SELL	$37.87 - $38.74 $144,246 - $147,560	-3,809 Reduced 21.49%	13,915 $0
Q3 2017 Oct 30, 2017	BUY	$37.81 - $37.97 $11,683 - $11,732	309 Added 1.77%	17,724 $673,000
Q2 2017 Jun 03, 2019	BUY	N/A	852 Added 5.14%	17,415 $649,000
Q1 2017 Jun 03, 2019	BUY	N/A	1,333 Added 8.75%	16,563 $602,000
Q4 2016 Jun 03, 2019	BUY	N/A	1,989 Added 15.02%	15,230 $537,000
Q2 2016 Jun 03, 2019	BUY	N/A	9,054 Added 216.24%	13,241 $467,000
Q1 2016 Jun 03, 2019	BUY	N/A	4,187	4,187 $161,000

Others Institutions Holding AOM

# of Institutions

283

Shares Held

11.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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