Jnba Financial Advisors Ishares Tr Core Moderate Alloc Transaction History

Jnba Financial Advisors

$1.03 Billion
Q2 2025

A detailed history of Jnba Financial Advisors transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Jnba Financial Advisors holds 1,027 shares of AOM stock, worth $47,539. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,027

Previous 1,035 0.77%

Holding current value

$47,539

Previous $45,000 4.44%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$41.55 - $46.04 $332 - $368	-8 Reduced 0.77%	1,027 $47,000
Q1 2025 Apr 25, 2025	SELL	$42.93 - $44.71 $11,676 - $12,161	-272 Reduced 20.81%	1,035 $45,000
Q4 2024 Jan 30, 2025	BUY	$43.44 - $45.05 $2,041 - $2,117	47 Added 3.73%	1,307 $56,000
Q3 2024 Oct 30, 2024	BUY	$42.66 - $45.18 $213 - $225	5 Added 0.4%	1,260 $56,000
Q2 2024 Jul 22, 2024	SELL	$41.17 - $43.25 $288 - $302	-7 Reduced 0.55%	1,255 $53,000
Q1 2024 Apr 26, 2024	BUY	$40.86 - $42.78 $204 - $213	5 Added 0.4%	1,262 $53,000
Q4 2023 Feb 07, 2024	BUY	$37.83 - $41.78 $1,588 - $1,754	42 Added 3.46%	1,257 $52,000
Q3 2023 Nov 02, 2023	BUY	$38.81 - $40.84 $9,353 - $9,842	241 Added 24.74%	1,215 $47,000
Q2 2023 Aug 03, 2023	SELL	$39.32 - $40.55 $24,771 - $25,546	-630 Reduced 39.28%	974 $39,000
Q1 2023 May 01, 2023	BUY	$38.2 - $40.45 $14,554 - $15,411	381 Added 31.15%	1,604 $63,000
Q4 2022 Feb 06, 2023	BUY	$36.07 - $39.57 $1,803 - $1,978	50 Added 4.26%	1,223 $46,000
Q3 2022 Nov 07, 2022	BUY	$36.57 - $40.81 $1,426 - $1,591	39 Added 3.44%	1,173 $43,000
Q2 2022 Jul 22, 2022	BUY	$38.3 - $43.06 $727 - $818	19 Added 1.7%	1,134 $44,000
Q1 2022 Apr 29, 2022	BUY	$41.74 - $45.45 $417 - $454	10 Added 0.9%	1,115 $48,000
Q4 2021 Feb 03, 2022	BUY	$44.53 - $46.0 $1,202 - $1,242	27 Added 2.5%	1,105 $50,000
Q3 2021 Nov 10, 2021	BUY	$44.74 - $45.93 $4,071 - $4,179	91 Added 9.22%	1,078 $48,000
Q2 2021 Aug 04, 2021	SELL	$43.8 - $45.14 $481 - $496	-11 Reduced 1.1%	987 $44,000
Q1 2021 May 03, 2021	BUY	$42.87 - $44.08 $3,686 - $3,790	86 Added 9.43%	998 $43,000
Q4 2020 Jan 25, 2021	SELL	$40.42 - $43.32 $45,229 - $48,475	-1,119 Reduced 55.1%	912 $39,000
Q3 2020 Nov 05, 2020	SELL	$39.91 - $42.11 $4,988 - $5,263	-125 Reduced 5.8%	2,031 $83,000
Q2 2020 Jul 24, 2020	BUY	$35.99 - $40.49 $44,339 - $49,883	1,232 Added 133.33%	2,156 $86,000
Q1 2020 May 01, 2020	SELL	$34.02 - $40.94 $157,376 - $189,388	-4,626 Reduced 83.35%	924 $34,000
Q4 2019 Feb 10, 2020	SELL	$38.71 - $40.3 $20,942 - $21,802	-541 Reduced 8.88%	5,550 $223,000
Q3 2019 Nov 01, 2019	SELL	$38.32 - $39.31 $21,650 - $22,210	-565 Reduced 8.49%	6,091 $239,000
Q2 2019 Jul 26, 2019	SELL	$37.75 - $39.08 $11,589 - $11,997	-307 Reduced 4.41%	6,656 $260,000
Q1 2019 May 01, 2019	BUY	$35.53 - $38.06 $206,642 - $221,356	5,816 Added 507.06%	6,963 $265,000
Q4 2018 Feb 07, 2019	BUY	$35.24 - $37.92 $40,420 - $43,494	1,147 New	1,147 $41,000
Q3 2018 Nov 01, 2018	SELL	$37.2 - $38.08 $51,373 - $52,588	-1,381 Closed	0 $0
Q2 2018 Jul 17, 2018	BUY	$37.34 - $37.89 $4,966 - $5,039	133 Added 10.66%	1,381 $52,000
Q1 2018 May 07, 2018	BUY	$37.16 - $39.0 $5,388 - $5,655	145 Added 13.15%	1,248 $1.25 Million
Q4 2017 Jan 31, 2018	SELL	$37.87 - $38.74 $946 - $968	-25 Reduced 2.22%	1,103 $42,000
Q3 2017 Nov 13, 2017	BUY	$37.81 - $37.97 $4,575 - $4,594	121 Added 12.02%	1,128 $43,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,007	1,007 $38,000

Others Institutions Holding AOM

# of Institutions

284

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.

Account

Jnba Financial Advisors Ishares Tr Core Moderate Alloc Transaction History