Investment Advisory Group, LLC Ishares Tr Core Moderate Alloc Transaction History

Investment Advisory Group, LLC

$291 Million
Q4 2024

A detailed history of Investment Advisory Group, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Investment Advisory Group, LLC holds 134,314 shares of AOM stock, worth $5.91 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

134,314

Previous 130,380 3.02%

Holding current value

$5.91 Million

Previous $5.88 Million 0.8%

% of portfolio

2.0%

Previous 2.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$43.44 - $45.05 $170,892 - $177,226	3,934 Added 3.02%	134,314 $5.83 Million
Q3 2024 Oct 15, 2024	BUY	$42.66 - $45.18 $79,134 - $83,808	1,855 Added 1.44%	130,380 $5.88 Million
Q2 2024 Jul 31, 2024	SELL	$41.17 - $43.25 $18,402 - $19,332	-447 Reduced 0.35%	128,525 $5.53 Million
Q1 2024 Apr 29, 2024	BUY	$40.86 - $42.78 $359,159 - $376,036	8,790 Added 7.31%	128,972 $5.52 Million
Q4 2023 Jan 30, 2024	BUY	$37.83 - $41.78 $171,483 - $189,388	4,533 Added 3.92%	120,182 $4.99 Million
Q3 2023 Oct 16, 2023	BUY	$38.81 - $40.84 $134,709 - $141,755	3,471 Added 3.09%	115,649 $4.5 Million
Q2 2023 Jul 17, 2023	BUY	$39.32 - $40.55 $80,723 - $83,249	2,053 Added 1.86%	112,178 $4.53 Million
Q1 2023 May 02, 2023	BUY	$38.2 - $40.45 $68,034 - $72,041	1,781 Added 1.64%	110,125 $4.39 Million
Q4 2022 Jan 19, 2023	SELL	$36.07 - $39.57 $22,976 - $25,206	-637 Reduced 0.58%	108,344 $0
Q3 2022 Oct 24, 2022	BUY	$36.57 - $40.81 $37,849 - $42,238	1,035 Added 0.96%	108,981 $3.99 Million
Q2 2022 Jul 18, 2022	SELL	$38.3 - $43.06 $32,248 - $36,256	-842 Reduced 0.77%	107,946 $4.2 Million
Q1 2022 Apr 29, 2022	BUY	$41.74 - $45.45 $58,394 - $63,584	1,399 Added 1.3%	108,788 $4.68 Million
Q4 2021 Feb 11, 2022	BUY	$44.53 - $46.0 $4.78 Million - $4.94 Million	107,389 New	107,389 $4.7 Million

Others Institutions Holding AOM

# of Institutions

252

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Investment Advisory Group, LLC Ishares Tr Core Moderate Alloc Transaction History