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

Mason & Associates, LLC

  • $398 Billion
  • Q2 2025

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 8,271 shares of AOM stock, worth $382,864. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,271
Previous 11,161 25.89%
Holding current value
$382,864
Previous $490 Million 22.25%
% of portfolio
0.1%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$41.55 - $46.04 $120,079 - $133,055
-2,890 Reduced 25.89%
8,271 $381 Million
Q1 2025

Apr 10, 2025
SELL
$42.93 - $44.71 $30,179 - $31,431
-703 Reduced 5.93%
11,161 $490 Million
Q4 2024

Jan 15, 2025
BUY
$43.44 - $45.05 $53,648 - $55,636
1,235 Added 11.62%
11,864 $515 Million
Q3 2024

Oct 15, 2024
BUY
$42.66 - $45.18 $3,540 - $3,749
83 Added 0.79%
10,629 $479 Million
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
288
Shares Held
12M
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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