Kmg Fiduciary Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Kmg Fiduciary Partners, LLC

  • $1.32 Billion
  • Q2 2025

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 21,410 shares of AOM stock, worth $984,645. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,410
Previous 19,641 9.01%
Holding current value
$984,645
Previous $860,000 14.53%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$41.55 - $46.04 $73,501 - $81,444
1,769 Added 9.01%
21,410 $985,000
Q1 2025

Apr 14, 2025
BUY
$42.93 - $44.71 $843,188 - $878,149
19,641 New
19,641 $860,000

Others Institutions Holding AOM

# of Institutions
283
Shares Held
11.7M
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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