Iht Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,537 shares of AOM stock, worth $391,933. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,537

Previous 8,639 1.18%

Holding current value

$391,933

Previous $375,000 0.27%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$42.93 - $44.71 $4,378 - $4,560	-102 Reduced 1.18%	8,537 $374,000
Q4 2024 Feb 14, 2025	SELL	$43.44 - $45.05 $281,664 - $292,104	-6,484 Reduced 42.88%	8,639 $375,000
Q3 2024 Nov 14, 2024	BUY	$42.66 - $45.18 $256,813 - $271,983	6,020 Added 66.13%	15,123 $682,000
Q2 2024 Aug 14, 2024	BUY	$41.17 - $43.25 $41 - $43	1 Added 0.01%	9,103 $391,000
Q1 2024 May 15, 2024	SELL	$40.86 - $42.78 $25,455 - $26,651	-623 Reduced 6.41%	9,102 $389,000
Q4 2023 Feb 14, 2024	BUY	$37.83 - $41.78 $367,896 - $406,310	9,725 New	9,725 $403,000
Q4 2021 Feb 14, 2022	SELL	$44.53 - $46.0 $208,845 - $215,740	-4,690 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$44.74 - $45.93 $209,830 - $215,411	4,690 New	4,690 $210,000
Q2 2018 Aug 13, 2018	SELL	$37.34 - $37.89 $13,293 - $13,488	-356 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$37.81 - $37.97 $13,460 - $13,517	356	356 $13,000

Others Institutions Holding AOM

# of Institutions

288

Shares Held

12M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Iht Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History