A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,076 shares of AOM stock, worth $569,982. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,076
Previous 13,359 2.12%
Holding current value
$569,982
Previous $574,000 2.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$42.66 - $45.18 $12,072 - $12,785
-283 Reduced 2.12%
13,076 $589,000
Q2 2024

Aug 14, 2024

SELL
$41.17 - $43.25 $13,833 - $14,532
-336 Reduced 2.45%
13,359 $574,000
Q1 2024

May 09, 2024

SELL
$40.86 - $42.78 $237,764 - $248,936
-5,819 Reduced 29.82%
13,695 $585,000
Q4 2023

Feb 08, 2024

BUY
$37.83 - $41.78 $51,940 - $57,363
1,373 Added 7.57%
19,514 $810,000
Q3 2023

Nov 07, 2023

BUY
$38.81 - $40.84 $34,424 - $36,225
887 Added 5.14%
18,141 $706,000
Q2 2023

Aug 10, 2023

BUY
$39.32 - $40.55 $6,369 - $6,569
162 Added 0.95%
17,254 $697,000
Q1 2023

May 15, 2023

BUY
$38.2 - $40.45 $446,940 - $473,265
11,700 Added 216.99%
17,092 $681,000
Q4 2022

Feb 13, 2023

SELL
$36.07 - $39.57 $25,393 - $27,857
-704 Reduced 11.55%
5,392 $204,000
Q3 2022

Nov 14, 2022

SELL
$36.57 - $40.81 $5,229 - $5,835
-143 Reduced 2.29%
6,096 $223,000
Q2 2022

Aug 16, 2022

BUY
$38.3 - $43.06 $12,370 - $13,908
323 Added 5.46%
6,239 $243,000
Q1 2022

Feb 08, 2024

SELL
$41.74 - $45.45 $556,978 - $606,484
-13,344 Reduced 68.38%
6,170 $265,000
Q4 2021

Feb 17, 2022

SELL
$44.53 - $46.0 $1,424 - $1,472
-32 Reduced 0.54%
5,916 $269,000
Q3 2021

Dec 03, 2021

SELL
$44.74 - $45.93 $4,429 - $4,547
-99 Reduced 1.64%
5,948 $266,000
Q2 2021

Aug 17, 2021

BUY
$43.8 - $45.14 $21,637 - $22,299
494 Added 8.9%
6,047 $273,000
Q1 2021

May 24, 2021

SELL
$42.87 - $44.08 $112,705 - $115,886
-2,629 Reduced 32.13%
5,553 $243,000
Q4 2020

Feb 16, 2021

BUY
$40.42 - $43.32 $330,716 - $354,444
8,182 New
8,182 $353,000

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.