Kestra Advisory Services, LLC Ishares Tr Core Moderate Alloc Transaction History

Kestra Advisory Services, LLC

  • $14.4 Billion
  • Q1 2024

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 38,337 shares of AOM stock, worth $1.66 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,337
Previous 39,911 3.94%
Holding current value
$1.66 Million
Previous $1.66 Million 0.97%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$36.99 - $39.57 $312,195 - $333,970
-8,440 Reduced 17.2%
40,641 $1.54 Million
Q3 2022

Nov 01, 2022
SELL
$37.23 - $40.81 $84,847 - $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

# of Institutions
240
Shares Held
10.4M
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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