A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 38,196 shares of AOM stock, worth $1.69 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,196
Previous 42,720 10.59%
Holding current value
$1.69 Million
Previous $1.84 Million 6.21%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$42.66 - $45.18 $192,993 - $204,394
-4,524 Reduced 10.59%
38,196 $1.72 Million
Q2 2024

Aug 14, 2024

BUY
$41.17 - $43.25 $180,448 - $189,564
4,383 Added 11.43%
42,720 $1.84 Million
Q1 2024

May 15, 2024

SELL
$40.86 - $42.78 $64,313 - $67,335
-1,574 Reduced 3.94%
38,337 $1.64 Million
Q4 2023

Feb 14, 2024

SELL
$37.83 - $41.78 $180,903 - $199,791
-4,782 Reduced 10.7%
39,911 $1.66 Million
Q3 2023

Nov 09, 2023

BUY
$38.81 - $40.84 $206,158 - $216,942
5,312 Added 13.49%
44,693 $1.74 Million
Q2 2023

Aug 11, 2023

SELL
$39.32 - $40.55 $41,246 - $42,536
-1,049 Reduced 2.59%
39,381 $1.59 Million
Q1 2023

May 12, 2023

SELL
$38.2 - $40.45 $8,060 - $8,534
-211 Reduced 0.52%
40,430 $1.61 Million
Q4 2022

Jan 31, 2023

SELL
$36.07 - $39.57 $304,430 - $333,970
-8,440 Reduced 17.2%
40,641 $1.54 Million
Q3 2022

Nov 01, 2022

SELL
$36.57 - $40.81 $83,343 - $93,005
-2,279 Reduced 4.44%
49,081 $1.8 Billion
Q2 2022

Aug 12, 2022

BUY
$38.3 - $43.06 $42,551 - $47,839
1,111 Added 2.21%
51,360 $2 Million
Q1 2022

Apr 26, 2022

BUY
$41.74 - $45.45 $15,861 - $17,271
380 Added 0.76%
50,249 $2.16 Million
Q4 2021

Jan 20, 2022

BUY
$44.53 - $46.0 $107,050 - $110,584
2,404 Added 5.06%
49,869 $2.27 Million
Q3 2021

Oct 19, 2021

BUY
$44.74 - $45.93 $40,087 - $41,153
896 Added 1.92%
47,465 $2.12 Million
Q2 2021

Jul 28, 2021

BUY
$43.8 - $45.14 $41,434 - $42,702
946 Added 2.07%
46,569 $2.1 Million
Q1 2021

May 10, 2021

SELL
$42.87 - $44.08 $842,867 - $866,656
-19,661 Reduced 30.12%
45,623 $1.99 Million
Q4 2020

Jan 20, 2021

BUY
$40.42 - $43.32 $754,681 - $808,827
18,671 Added 40.06%
65,284 $2.82 Billion
Q3 2020

Nov 12, 2020

BUY
$39.91 - $42.11 $1.86 Million - $1.96 Million
46,613 New
46,613 $1.91 Billion

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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