A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Life Plan Financial, LLC holds 36,835 shares of AOM stock, worth $1.62 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
36,835
Previous 37,973 3.0%
Holding current value
$1.62 Million
Previous $1.63 Billion 1.74%
% of portfolio
1.43%
Previous 1.5%

Shares

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

Oct 03, 2024

SELL
$42.66 - $45.18 $48,547 - $51,414
-1,138 Reduced 3.0%
36,835 $1.66 Billion
Q2 2024

Jul 30, 2024

BUY
$41.17 - $43.25 $230,634 - $242,286
5,602 Added 17.31%
37,973 $1.63 Billion
Q1 2024

Apr 30, 2024

BUY
$40.86 - $42.78 $1,184 - $1,240
29 Added 0.09%
32,371 $1.38 Billion
Q4 2023

Jan 30, 2024

BUY
$37.83 - $41.78 $1.22 Million - $1.35 Million
32,342 New
32,342 $1.34 Billion

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


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