Merriman Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 9,883 shares of AOM stock, worth $471,419. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,883

Previous 11,188 11.66%

Holding current value

$471,419

Previous $504,000 14.88%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$43.44 - $45.05 $56,689 - $58,790	-1,305 Reduced 11.66%	9,883 $429,000
Q3 2024 Nov 12, 2024	BUY	$42.66 - $45.18 $1,023 - $1,084	24 Added 0.21%	11,188 $504,000
Q2 2024 Aug 13, 2024	SELL	$41.17 - $43.25 $9,427 - $9,904	-229 Reduced 2.01%	11,164 $480,000
Q4 2023 Feb 13, 2024	SELL	$37.83 - $41.78 $59,468 - $65,678	-1,572 Reduced 12.12%	11,393 $472,000
Q3 2023 Nov 13, 2023	BUY	$38.81 - $40.84 $4,113 - $4,329	106 Added 0.82%	12,965 $504,000

Q1 2023 May 04, 2023	SELL	$38.2 - $40.45 $6,914 - $7,321	-181 Reduced 1.39%	12,859 $512,000
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $168,374 - $184,712	4,668 Added 55.76%	13,040 $495,000
Q3 2022 Oct 26, 2022	BUY	$36.57 - $40.81 $306,164 - $341,661	8,372 New	8,372 $306,000

Others Institutions Holding AOM

# of Institutions

288

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Merriman Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History