Life Plan Financial, LLC Ishares Tr Core Moderate Alloc Transaction History

Life Plan Financial, LLC

  • $113 Billion
  • Q4 2024

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 47,571 shares of AOM stock, worth $2.09 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
47,571
Previous 36,835 29.15%
Holding current value
$2.09 Million
Previous $1.66 Billion 24.36%
% of portfolio
1.83%
Previous 1.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$43.44 - $45.05 $466,371 - $483,656
10,736 Added 29.15%
47,571 $2.07 Billion
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

# of Institutions
254
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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