Jnba Financial Advisors Ishares Tr Core Moderate Alloc Transaction History

Jnba Financial Advisors

$960 Million
Q1 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 1,035 shares of AOM stock, worth $46,140. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,035

Previous 1,307 20.81%

Holding current value

$46,140

Previous $56,000 19.64%

% of portfolio

0.0%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

283

Shares Held

11.7M

Call Options Held

Put Options Held

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Jnba Financial Advisors Ishares Tr Core Moderate Alloc Transaction History