Legacy Financial Group LLC Ishares Tr Core Moderate Alloc Transaction History

Legacy Financial Group LLC

$567 Million
Q1 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Legacy Financial Group LLC holds 15,790 shares of AOM stock, worth $692,865. This represents 0.12% of its overall portfolio holdings.

Number of Shares

15,790

Previous 15,839 0.31%

Holding current value

$692,865

Previous $688,000 0.44%

% of portfolio

0.12%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$42.93 - $44.71 $2,103 - $2,190	-49 Reduced 0.31%	15,790 $691,000
Q4 2024 Jan 21, 2025	BUY	$43.44 - $45.05 $16,637 - $17,254	383 Added 2.48%	15,839 $688,000
Q3 2024 Oct 15, 2024	BUY	$42.66 - $45.18 $25,084 - $26,565	588 Added 3.95%	15,456 $697 Million
Q2 2024 Jul 17, 2024	BUY	$41.17 - $43.25 $39,440 - $41,433	958 Added 6.89%	14,868 $639 Million
Q1 2024 Apr 10, 2024	BUY	$40.86 - $42.78 $568,362 - $595,069	13,910 New	13,910 $595 Million
Q3 2023 Oct 24, 2023	BUY	$38.81 - $40.84 $8,344 - $8,780	215 Added 1.39%	15,698 $611,000
Q2 2023 Jul 24, 2023	SELL	$39.32 - $40.55 $20,682 - $21,329	-526 Reduced 3.29%	15,483 $625,000
Q1 2023 Apr 21, 2023	BUY	$38.2 - $40.45 $17,763 - $18,809	465 Added 2.99%	16,009 $638,000
Q4 2022 Jan 26, 2023	SELL	$36.07 - $39.57 $2,813 - $3,086	-78 Reduced 0.5%	15,544 $0
Q3 2022 Oct 13, 2022	SELL	$36.57 - $40.81 $89,230 - $99,576	-2,440 Reduced 13.51%	15,622 $572,000
Q2 2022 Jul 08, 2022	BUY	$38.3 - $43.06 $43,470 - $48,873	1,135 Added 6.71%	18,062 $704,000
Q1 2022 Apr 12, 2022	BUY	$41.74 - $45.45 $218,968 - $238,430	5,246 Added 44.91%	16,927 $727,000
Q4 2021 Jan 20, 2022	SELL	$44.53 - $46.0 $337,403 - $348,542	-7,577 Reduced 39.34%	11,681 $526,000
Q3 2021 Oct 22, 2021	SELL	$44.74 - $45.93 $13,019 - $13,365	-291 Reduced 1.49%	19,258 $862,000
Q2 2021 Jul 20, 2021	BUY	$43.8 - $45.14 $71,613 - $73,803	1,635 Added 9.13%	19,549 $881,000
Q1 2021 Apr 26, 2021	BUY	$42.87 - $44.08 $8,874 - $9,124	207 Added 1.17%	17,914 $780,000
Q4 2020 Jan 28, 2021	BUY	$40.42 - $43.32 $715,716 - $767,067	17,707 New	17,707 $765,000

Others Institutions Holding AOM

# of Institutions

279

Shares Held

13.9M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Legacy Financial Group LLC Ishares Tr Core Moderate Alloc Transaction History