Lido Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 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 $420,108. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,447

Previous 9,447 -0.0%

Holding current value

$420,108

Previous $426,000 3.76%

% 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

274

Shares Held

14.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Lido Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History