Lodestar Private Asset Management LLC Ishares Tr Core Moderate Alloc Transaction History

Lodestar Private Asset Management LLC

$861 Million
Q2 2025

A detailed history of Lodestar Private Asset Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 122,171 shares of AOM stock, worth $5.64 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

122,171

Previous 111,254 9.81%

Holding current value

$5.64 Million

Previous $4.88 Million 15.22%

% of portfolio

0.65%

Previous 0.62%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$41.55 - $46.04 $453,601 - $502,618	10,917 Added 9.81%	122,171 $5.62 Million
Q1 2025 Apr 25, 2025	BUY	$42.93 - $44.71 $687,867 - $716,388	16,023 Added 16.83%	111,254 $4.88 Million
Q4 2024 Jan 28, 2025	BUY	$43.44 - $45.05 $475,537 - $493,162	10,947 Added 12.99%	95,231 $4.14 Million
Q3 2024 Oct 25, 2024	BUY	$42.66 - $45.18 $32,890 - $34,833	771 Added 0.92%	84,284 $3.8 Million
Q2 2024 Jul 30, 2024	BUY	$41.17 - $43.25 $164,185 - $172,481	3,988 Added 5.01%	83,513 $3.59 Million
Q1 2024 Apr 25, 2024	BUY	$40.86 - $42.78 $3,473 - $3,636	85 Added 0.11%	79,525 $3.4 Billion
Q4 2023 Jan 29, 2024	SELL	$37.83 - $41.78 $117,008 - $129,225	-3,093 Reduced 3.75%	79,440 $3.3 Billion
Q3 2023 Oct 31, 2023	SELL	$38.81 - $40.84 $259,056 - $272,607	-6,675 Reduced 7.48%	82,533 $3.21 Billion
Q2 2023 Jul 27, 2023	BUY	$39.32 - $40.55 $34,798 - $35,886	885 Added 1.0%	89,208 $3.6 Billion
Q1 2023 Apr 25, 2023	SELL	$38.2 - $40.45 $24,600 - $26,049	-644 Reduced 0.72%	88,323 $3.52 Billion
Q4 2022 Feb 02, 2023	BUY	$36.07 - $39.57 $3.21 Million - $3.52 Million	88,967 New	88,967 $3.38 Billion

Others Institutions Holding AOM

# of Institutions

287

Shares Held

12M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Lodestar Private Asset Management LLC Ishares Tr Core Moderate Alloc Transaction History