Jim Saulnier & Associates, LLC Ishares Tr Core Moderate Alloc Transaction History

Jim Saulnier & Associates, LLC

  • $147 Billion
  • Q2 2025

A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 27,651 shares of AOM stock, worth $1.31 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
27,651
Previous 28,505 3.0%
Holding current value
$1.31 Million
Previous $1.25 Billion 1.78%
% of portfolio
0.87%
Previous 0.97%

Shares

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

Aug 04, 2025
SELL
$41.55 - $46.04 $35,483 - $39,318
-854 Reduced 3.0%
27,651 $1.27 Billion
Q4 2024

Jan 22, 2025
BUY
$43.44 - $45.05 $38,487 - $39,914
886 Added 3.21%
28,505 $1.24 Billion
Q3 2024

Nov 12, 2024
BUY
$42.66 - $45.18 $1.18 Million - $1.25 Million
27,619 New
27,619 $1.25 Billion

Others Institutions Holding AOM

# of Institutions
290
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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