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 2,725 shares of AOM stock, worth $120,581. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,725
Previous 3,126 12.83%
Holding current value
$120,581
Previous $134,000 8.96%
% of portfolio
0.1%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR CORE MODERATE ALLOC


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