Ima Wealth, Inc. Ishares Tr Core Moderate Alloc Transaction History
Ima Wealth, Inc.
- $841 Million
- Q1 2025
A detailed history of Ima Wealth, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Ima Wealth, Inc. holds 9,387 shares of AOM stock, worth $422,790. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,387
Previous 9,402
0.16%
Holding current value
$422,790
Previous $408,000
0.74%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AOM
# of Institutions
283Shares Held
11.7MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$123 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC995KShares$44.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY566KShares$25.5 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC427KShares$19.2 Million0.37% of portfolio
-
Weitzel Financial Services, Inc.280KShares$12.6 Million5.77% of portfolio