A detailed history of Leading Edge Financial Planning LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 7,370 shares of AOM stock, worth $321,258. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,370
Previous 7,413 0.58%
Holding current value
$321,258
Previous $319 Million 4.27%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 23, 2024

SELL
$42.66 - $45.18 $1,834 - $1,942
-43 Reduced 0.58%
7,370 $332 Million
Q2 2024

Aug 01, 2024

SELL
$41.17 - $43.25 $823 - $865
-20 Reduced 0.27%
7,413 $319 Million
Q1 2024

May 03, 2024

SELL
$40.86 - $42.78 $17,937 - $18,780
-439 Reduced 5.58%
7,433 $318 Million
Q4 2023

Feb 13, 2024

BUY
$37.83 - $41.78 $97,298 - $107,458
2,572 Added 48.53%
7,872 $327 Million
Q3 2023

Oct 25, 2023

SELL
$38.81 - $40.84 $41,216 - $43,372
-1,062 Reduced 16.69%
5,300 $206 Million
Q2 2023

Jul 17, 2023

SELL
$39.32 - $40.55 $12,110 - $12,489
-308 Reduced 4.62%
6,362 $257 Million
Q1 2023

Apr 20, 2023

BUY
$38.2 - $40.45 $254,794 - $269,801
6,670 New
6,670 $266 Million

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


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