Ima Wealth, Inc. Ishares Tr Core Moderate Alloc Transaction History

Ima Wealth, Inc.

  • $914 Million
  • Q2 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 11,244 shares of AOM stock, worth $534,090. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,244
Previous 9,387 19.78%
Holding current value
$534,090
Previous $411,000 25.79%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$41.55 - $46.04 $77,158 - $85,496
1,857 Added 19.78%
11,244 $517,000
Q1 2025

May 06, 2025
SELL
$42.93 - $44.71 $643 - $670
-15 Reduced 0.16%
9,387 $411,000
Q4 2024

Feb 14, 2025
BUY
$43.44 - $45.05 $408,422 - $423,560
9,402 New
9,402 $408,000

Others Institutions Holding AOM

# of Institutions
288
Shares Held
11.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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