Live Oak Investment Partners Ishares Tr Core Moderate Alloc Transaction History

Live Oak Investment Partners

  • $123 Million
  • Q3 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 2,725 shares of AOM stock, worth $121,453. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,725
Previous 3,126 12.83%
Holding current value
$121,453
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

# of Institutions
250
Shares Held
11.4M
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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