Mendel Capital Management LLC Ishares Tr Core Moderate Alloc Transaction History

Mendel Capital Management LLC

  • $163 Million
  • Q4 2024

A detailed history of Mendel Capital Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mendel Capital Management LLC holds 10,066 shares of AOM stock, worth $447,836. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,066
Previous 10,043 0.23%
Holding current value
$447,836
Previous $453,000 3.53%
% of portfolio
0.27%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$43.44 - $45.05 $999 - $1,036
23 Added 0.23%
10,066 $437,000
Q3 2024

Nov 07, 2024
SELL
$42.66 - $45.18 $725 - $768
-17 Reduced 0.17%
10,043 $453,000
Q2 2024

Jul 26, 2024
BUY
$41.17 - $43.25 $2,182 - $2,292
53 Added 0.53%
10,060 $432,000
Q1 2024

May 15, 2024
BUY
$40.86 - $42.78 $4,372 - $4,577
107 Added 1.08%
10,007 $428,000
Q1 2023

May 03, 2023
SELL
$38.2 - $40.45 $5,921 - $6,269
-155 Reduced 1.54%
9,900 $394,000
Q4 2021

Feb 16, 2022
BUY
$44.53 - $46.0 $447,749 - $462,530
10,055 New
10,055 $457,000

Others Institutions Holding AOM

# of Institutions
276
Shares Held
14.1M
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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