Mason & Associates, LLC Ishares Tr Core Moderate Alloc Transaction History

Mason & Associates, LLC

$305 Billion
Q2 2024

A detailed history of Mason & Associates, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mason & Associates, LLC holds 10,546 shares of AOM stock, worth $474,042. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,546

Holding current value

$474,042

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$41.17 - $43.25 $434,178 - $456,114	10,546 New	10,546 $454 Million

Others Institutions Holding AOM

# of Institutions

254

Shares Held

10.9M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$123 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

901K
Shares

$40.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

373K
Shares

$16.8 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

298K
Shares

$13.4 Million
0.0% of portfolio
Foundations Investment Advisors, LLC

273K
Shares

$12.3 Million
0.3% of portfolio

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Mason & Associates, LLC Ishares Tr Core Moderate Alloc Transaction History