Lido Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Lido Advisors, LLC holds 9,447 shares of AOM stock, worth $415,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,447

Previous 9,430 0.18%

Holding current value

$415,101

Previous $405,000 5.19%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$42.66 - $45.18 $725 - $768	17 Added 0.18%	9,447 $426,000
Q2 2024 Aug 14, 2024	BUY	$41.17 - $43.25 $1,193 - $1,254	29 Added 0.31%	9,430 $405,000
Q1 2024 May 15, 2024	BUY	$40.86 - $42.78 $3,473 - $3,636	85 Added 0.91%	9,401 $402,000
Q4 2023 Feb 14, 2024	SELL	$37.83 - $41.78 $907 - $1,002	-24 Reduced 0.26%	9,316 $386,000
Q3 2023 Nov 14, 2023	SELL	$38.81 - $40.84 $95,200 - $100,180	-2,453 Reduced 20.8%	9,340 $363,000
Q2 2023 Aug 09, 2023	BUY	$39.32 - $40.55 $629 - $648	16 Added 0.14%	11,793 $476,000
Q1 2023 May 15, 2023	BUY	$38.2 - $40.45 $449,881 - $476,379	11,777 New	11,777 $469,000
Q1 2019 May 10, 2019	SELL	$35.53 - $38.06 $2,913 - $3,120	-82 Reduced 1.13%	7,181 $273,000
Q3 2018 Nov 14, 2018	SELL	$37.2 - $38.08 $123,057 - $125,968	-3,308 Reduced 31.29%	7,263 $275,000
Q2 2018 Aug 14, 2018	SELL	$37.34 - $37.89 $5,003 - $5,077	-134 Reduced 1.25%	10,571 $396,000
Q1 2018 May 10, 2018	BUY	$37.16 - $39.0 $30,582 - $32,097	823 Added 8.33%	10,705 $404,000
Q3 2017 Nov 13, 2017	BUY	$37.81 - $37.97 $373,638 - $375,219	9,882	9,882 $377,000

Others Institutions Holding AOM

# of Institutions

249

Shares Held

11.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lido Advisors, LLC with notifications on news.

Account

Lido Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History