A detailed history of Marino, Stram & Associates LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 18,024 shares of AOM stock, worth $788,550. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,024
Previous 18,016 0.04%
Holding current value
$788,550
Previous $774,000 5.04%
% of portfolio
0.18%
Previous 0.19%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$42.66 - $45.18 $341 - $361
8 Added 0.04%
18,024 $813,000
Q2 2024

Jul 18, 2024

BUY
$41.17 - $43.25 $46,028 - $48,353
1,118 Added 6.62%
18,016 $774,000
Q1 2024

Apr 24, 2024

SELL
$40.86 - $42.78 $74,855 - $78,372
-1,832 Reduced 9.78%
16,898 $722,000
Q4 2023

Jan 30, 2024

SELL
$37.83 - $41.78 $16,153 - $17,840
-427 Reduced 2.23%
18,730 $777,000
Q3 2023

Oct 30, 2023

SELL
$38.81 - $40.84 $23,091 - $24,299
-595 Reduced 3.01%
19,157 $745,000
Q2 2023

Jul 20, 2023

SELL
$39.32 - $40.55 $51,705 - $53,323
-1,315 Reduced 6.24%
19,752 $798,000
Q4 2022

Jan 19, 2023

SELL
$36.07 - $39.57 $249,856 - $274,101
-6,927 Reduced 24.74%
21,067 $0
Q3 2022

Oct 17, 2022

BUY
$36.57 - $40.81 $260,634 - $290,852
7,127 Added 34.15%
27,994 $1.03 Million
Q2 2022

Jul 15, 2022

SELL
$38.3 - $43.06 $14,209 - $15,975
-371 Reduced 1.75%
20,867 $813,000
Q4 2021

Jan 20, 2022

BUY
$44.53 - $46.0 $1,024 - $1,058
23 Added 0.11%
21,238 $966,000
Q3 2021

Oct 14, 2021

BUY
$44.74 - $45.93 $949,159 - $974,404
21,215 New
21,215 $949,000
Q2 2021

Jul 22, 2021

SELL
$43.8 - $45.14 $967,147 - $996,736
-22,081 Closed
0 $0
Q1 2021

Apr 26, 2021

SELL
$42.87 - $44.08 $1,972 - $2,027
-46 Reduced 0.21%
22,081 $962,000
Q4 2020

Jan 19, 2021

BUY
$40.42 - $43.32 $1,374 - $1,472
34 Added 0.15%
22,127 $956,000
Q3 2020

Oct 22, 2020

SELL
$39.91 - $42.11 $5,148 - $5,432
-129 Reduced 0.58%
22,093 $907,000
Q2 2020

Jul 20, 2020

BUY
$35.99 - $40.49 $20,910 - $23,524
581 Added 2.68%
22,222 $886,000
Q1 2020

May 05, 2020

SELL
$34.02 - $40.94 $126,690 - $152,460
-3,724 Reduced 14.68%
21,641 $795,000
Q4 2019

Jan 31, 2020

BUY
$38.71 - $40.3 $2,748 - $2,861
71 Added 0.28%
25,365 $1.02 Million
Q3 2019

Oct 15, 2019

SELL
$38.32 - $39.31 $104,153 - $106,844
-2,718 Reduced 9.7%
25,294 $994,000
Q2 2019

Jul 19, 2019

BUY
$37.75 - $39.08 $1,170 - $1,211
31 Added 0.11%
28,012 $1.09 Million
Q1 2019

May 14, 2019

SELL
$35.53 - $38.06 $27,215 - $29,153
-766 Reduced 2.66%
27,981 $1.07 Million
Q4 2018

Feb 14, 2019

SELL
$35.24 - $37.92 $51,098 - $54,984
-1,450 Reduced 4.8%
28,747 $1.03 Million
Q3 2018

Nov 14, 2018

BUY
$37.2 - $38.08 $1,525 - $1,561
41 Added 0.14%
30,197 $1.14 Million
Q2 2018

Aug 14, 2018

SELL
$37.34 - $37.89 $89,541 - $90,860
-2,398 Reduced 7.37%
30,156 $1.13 Million
Q1 2018

May 15, 2018

SELL
$37.16 - $39.0 $11,333 - $11,895
-305 Reduced 0.93%
32,554 $1.23 Million
Q4 2017

Mar 09, 2018

BUY
$37.87 - $38.74 $1.24 Million - $1.27 Million
32,859
32,859 $1.25 Million

Others Institutions Holding AOM

About ISHARES TR CORE MODERATE ALLOC


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