Lake Point Wealth Management Ishares Tr Core Moderate Alloc Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Lake Point Wealth Management holds 457 shares of AOM stock, worth $19,920. This represents 0.01% of its overall portfolio holdings.

Number of Shares

457

Previous 717 36.26%

Holding current value

$19,920

Previous $31,000 41.94%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$38.3 - $43.06 $9,958 - $11,195	-260 Reduced 36.26%	457 $18,000
Q1 2022 May 17, 2022	BUY	$41.74 - $45.45 $4,716 - $5,135	113 Added 18.71%	717 $31,000
Q4 2021 Feb 23, 2022	BUY	$44.53 - $46.0 $3,562 - $3,680	80 Added 15.27%	604 $27,000
Q3 2021 Oct 21, 2021	BUY	$44.74 - $45.93 $5,950 - $6,108	133 Added 34.02%	524 $23,000
Q2 2021 Aug 04, 2021	BUY	$43.8 - $45.14 $8,453 - $8,712	193 Added 97.47%	391 $18,000
Q4 2019 Feb 13, 2020	BUY	$38.71 - $40.3 $116 - $120	3 Added 1.54%	198 $8,000
Q1 2019 Aug 07, 2019	SELL	$35.53 - $38.06 $15,029 - $16,099	-423 Reduced 68.45%	195 $8,000
Q4 2018 Feb 21, 2019	BUY	$35.24 - $37.92 $21,778 - $23,434	618 New	618 $22,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

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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Lake Point Wealth Management Ishares Tr Core Moderate Alloc Transaction History