Live Oak Investment Partners Ishares Tr Core Moderate Alloc Transaction History

Live Oak Investment Partners

$126 Million
Q4 2024

A detailed history of Live Oak Investment Partners transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Live Oak Investment Partners holds 2,780 shares of AOM stock, worth $122,681. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,780

Previous 2,725 2.02%

Holding current value

$122,681

Previous $122,000 1.64%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$43.44 - $45.05 $2,389 - $2,477	55 Added 2.02%	2,780 $120,000
Q3 2024 Nov 05, 2024	SELL	$42.66 - $45.18 $17,106 - $18,117	-401 Reduced 12.83%	2,725 $122,000
Q2 2024 Jul 16, 2024	BUY	$41.17 - $43.25 $1,399 - $1,470	34 Added 1.1%	3,126 $134,000
Q4 2023 Feb 14, 2024	SELL	$37.83 - $41.78 $1,399 - $1,545	-37 Reduced 1.18%	3,092 $128,000
Q3 2023 Oct 31, 2023	SELL	$38.81 - $40.84 $95,472 - $100,466	-2,460 Reduced 44.02%	3,129 $121,000
Q2 2023 Jul 13, 2023	SELL	$39.32 - $40.55 $196 - $202	-5 Reduced 0.09%	5,589 $225,000
Q1 2023 May 03, 2023	BUY	$38.2 - $40.45 $16,235 - $17,191	425 Added 8.22%	5,594 $222,000
Q4 2022 Feb 15, 2023	BUY	$36.07 - $39.57 $186,445 - $204,537	5,169 New	5,169 $196,000

Others Institutions Holding AOM

# of Institutions

268

Shares Held

12.3M

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 Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.

Account

Live Oak Investment Partners Ishares Tr Core Moderate Alloc Transaction History