Integrated Wealth Concepts LLC Ishares Tr Core Moderate Alloc Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 7,135 shares of AOM stock, worth $330,279. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,135
Previous 10,749 33.62%
Holding current value
$330,279
Previous $466,000 32.83%
% of portfolio
0.0%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$42.93 - $44.71 $155,149 - $161,581
-3,614 Reduced 33.62%
7,135 $313,000
Q4 2024

Feb 14, 2025
BUY
$43.44 - $45.05 $41,441 - $42,977
954 Added 9.74%
10,749 $466,000
Q3 2024

Nov 14, 2024
BUY
$42.66 - $45.18 $8,233 - $8,719
193 Added 2.01%
9,795 $441,000
Q2 2024

Aug 14, 2024
SELL
$41.17 - $43.25 $30,383 - $31,918
-738 Reduced 7.14%
9,602 $412,000
Q1 2024

May 15, 2024
BUY
$40.86 - $42.78 $57,490 - $60,191
1,407 Added 15.75%
10,340 $442,000
Q4 2023

Feb 13, 2024
SELL
$37.83 - $41.78 $4,615 - $5,097
-122 Reduced 1.35%
8,933 $370,000
Q3 2023

Nov 15, 2023
SELL
$38.81 - $40.84 $93,066 - $97,934
-2,398 Reduced 20.94%
9,055 $352,000
Q2 2023

Aug 15, 2023
SELL
$39.32 - $40.55 $13,644 - $14,070
-347 Reduced 2.94%
11,453 $462,000
Q1 2023

May 03, 2023
BUY
$38.2 - $40.45 $5,768 - $6,107
151 Added 1.3%
11,800 $470,000
Q4 2022

Feb 13, 2023
SELL
$36.07 - $39.57 $9,774 - $10,723
-271 Reduced 2.27%
11,649 $443,000
Q3 2022

Nov 14, 2022
SELL
$36.57 - $40.81 $63,631 - $71,009
-1,740 Reduced 12.74%
11,920 $436,000
Q2 2022

Aug 08, 2022
SELL
$38.3 - $43.06 $48,066 - $54,040
-1,255 Reduced 8.41%
13,660 $532,000
Q1 2022

May 12, 2022
SELL
$41.74 - $45.45 $234,453 - $255,292
-5,617 Reduced 27.36%
14,915 $641,000
Q4 2021

Feb 15, 2022
BUY
$44.53 - $46.0 $44,129 - $45,586
991 Added 5.07%
20,532 $934,000
Q3 2021

Nov 15, 2021
BUY
$44.74 - $45.93 $31,854 - $32,702
712 Added 3.78%
19,541 $874,000
Q2 2021

Aug 13, 2021
BUY
$43.8 - $45.14 $40,208 - $41,438
918 Added 5.13%
18,829 $848,000
Q1 2021

May 13, 2021
BUY
$42.87 - $44.08 $567,598 - $583,619
13,240 Added 283.45%
17,911 $780,000
Q4 2020

Feb 12, 2021
BUY
$40.42 - $43.32 $188,801 - $202,347
4,671 New
4,671 $202,000

Others Institutions Holding AOM

# of Institutions
284
Shares Held
12M
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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