Milestone Asset Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Milestone Asset Management, LLC holds 32,635 shares of AOM stock, worth $1.56 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
32,635
Previous 34,039 4.12%
Holding current value
$1.56 Million
Previous $1.57 Billion 0.92%
% of portfolio
0.29%
Previous 0.33%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$45.4 - $47.61 $63,741 - $66,844
-1,404 Reduced 4.12%
32,635 $1.55 Billion
Q2 2025

Aug 05, 2025
SELL
$41.55 - $46.04 $8,476 - $9,392
-204 Reduced 0.6%
34,039 $1.57 Billion
Q1 2025

Apr 09, 2025
BUY
$42.93 - $44.71 $606,085 - $631,215
14,118 Added 70.15%
34,243 $1.5 Billion
Q4 2024

Jan 23, 2025
SELL
$43.44 - $45.05 $19,461 - $20,182
-448 Reduced 2.18%
20,125 $874 Million
Q3 2024

Oct 25, 2024
BUY
$42.66 - $45.18 $32,122 - $34,020
753 Added 3.8%
20,573 $928 Million
Q2 2024

Jul 19, 2024
BUY
$41.17 - $43.25 $69,947 - $73,481
1,699 Added 9.38%
19,820 $852 Million
Q1 2024

Apr 23, 2024
BUY
$40.86 - $42.78 $12,911 - $13,518
316 Added 1.77%
18,121 $775 Million
Q4 2023

Jan 23, 2024
BUY
$37.83 - $41.78 $20,995 - $23,187
555 Added 3.22%
17,805 $739 Million
Q3 2023

Nov 13, 2023
BUY
$38.81 - $40.84 $81,811 - $86,090
2,108 Added 13.92%
17,250 $667 Million
Q2 2023

Aug 08, 2023
SELL
$39.32 - $40.55 $1,651 - $1,703
-42 Reduced 0.28%
15,142 $612 Million
Q1 2023

May 08, 2023
SELL
$38.2 - $40.45 $16,426 - $17,393
-430 Reduced 2.75%
15,184 $605 Million
Q4 2022

Feb 06, 2023
BUY
$36.07 - $39.57 $563,196 - $617,845
15,614 New
15,614 $619 Million

Others Institutions Holding AOM

# of Institutions
288
Shares Held
11.8M
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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