Jones Financial Companies Lllp Ishares Tr Core Moderate Alloc Transaction History

Jones Financial Companies Lllp

$146 Billion
Q3 2025

A detailed history of Jones Financial Companies Lllp transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Jones Financial Companies Lllp holds 19,857 shares of AOM stock, worth $947,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,857

Previous 17,606 12.79%

Holding current value

$947,178

Previous $810,000 16.54%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$45.4 - $47.61 $102,195 - $107,170	2,251 Added 12.79%	19,857 $944,000
Q2 2025 Aug 13, 2025	BUY	$41.55 - $46.04 $205,797 - $228,036	4,953 Added 39.14%	17,606 $810,000
Q1 2025 May 28, 2025	BUY	$42.93 - $44.71 $29,020 - $30,223	676 Added 5.64%	12,653 $555,000
Q1 2025 May 16, 2025	BUY	$42.93 - $44.71 $157,553 - $164,085	3,670 Added 44.18%	11,977 $525,000
Q4 2024 Feb 05, 2025	BUY	$43.44 - $45.05 $33,666 - $34,913	775 Added 10.29%	8,307 $360,000

Q3 2024 Nov 12, 2024	SELL	$42.66 - $45.18 $1,151 - $1,219	-27 Reduced 0.36%	7,532 $339,000
Q2 2024 Aug 14, 2024	BUY	$41.17 - $43.25 $8,192 - $8,606	199 Added 2.7%	7,559 $325,000
Q4 2023 Feb 13, 2024	BUY	$37.83 - $41.78 $278,428 - $307,500	7,360 New	7,360 $305,000

Others Institutions Holding AOM

# of Institutions

288

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

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Jones Financial Companies Lllp Ishares Tr Core Moderate Alloc Transaction History